Account Manager / Senior Account Manager (Insurance Broking)

My client is hiring an Account Manager / Senior Account Manager (Insurance Broking) to take ownership of a diverse client portfolio while providing leadership, mentoring and technical expertise across the business. This role is suited to an experienced insurance professional who is passionate about delivering exceptional client outcomes, driving portfolio growth, and developing high-performing team members.

As a trusted adviser to clients and stakeholders, you will be responsible for the end-to-end management of accounts, strategic relationship development, business growth initiatives, and ensuring the highest standards of compliance and service delivery.

Key Responsibilities

- Deliver exceptional customer service across all client interactions.
- Develop a deep understanding of clients’ industries, businesses, and operational requirements.
- Build and strengthen long-term client relationships through proactive engagement, with a strong focus on face-to-face interactions.
- Maintain and develop strong relationships with insurers and key stakeholders.
- Lead comprehensive risk review processes for clients within your portfolio.
- Ensure adherence to regulatory requirements, compliance obligations, and internal policies and procedures.
- Provide clients with transparent advice regarding their insurance products and coverage, including identifying suitable solutions through referral partners where appropriate.
- Oversee the processing of new business, renewals, amendments, endorsements, certificates of currency, and quotations across multiple technology platforms.
- Identify and convert growth opportunities within the existing portfolio to achieve revenue and financial targets.
- Monitor portfolio performance and prepare reporting as required.
- Develop and execute new business strategies to generate and maintain a strong sales pipeline.
- Manage claims in collaboration with internal claims specialists and external stakeholders.




- Actively manage debtor accounts in accordance with business standards.
- Identify opportunities to improve operational efficiency and embed best-practice processes across the team.
- Maintain professional development requirements and stay current with industry developments.
- Mentor, coach, and support broking team members to enhance technical capability and professional growth.
- Delegate portfolio responsibilities appropriately to create capacity while supporting the development of less experienced team members.
- Represent the business at industry events, networking functions, and client meetings.
- Foster a culture of collaboration, knowledge sharing, and high performance.
- Provide leadership, coaching, and development support to ensure individual and team objectives are achieved.

Skills & Experience
- Advanced knowledge of insurance principles, products, claims management, industry participants, and the role of the insurance broker.
- Strong written and verbal communication skills.
- Effective presentation and stakeholder engagement skills.
- Ability to work autonomously and make sound commercial decisions.
- Demonstrated commitment to delivering outstanding customer service.
- Strong relationship-building and client management capability.
- Leadership experience with the ability to coach, mentor, and develop others.
- Strong delegation, workflow management, and organisational skills.
- Excellent attention to detail and time management skills.
- Ability to prioritise competing demands and consistently meet deadlines.
- Proficiency in learning and operating multiple technology platforms.

Qualifications

Essential

- Tier 1 Insurance Broking qualification.

Professional Development
- Commitment to ongoing professional development.
- Maintenance of continuing professional development (CPD) requirements.
- Continued participation in industry-related learning and accreditation activities.

If you are an experienced insurance professional seeking a senior client-facing role with leadership responsibilities and strong career development opportunities, my client is hiring and would welcome your application.

📌 Account Manager (Adelaide)
🏢 Kennedy Reid | Recruitment Agency
📍 Adelaide