Our client is a boutique insurance brokerage in Melbourne's Western Suburbs and part of the Steadfast network. It looks after SME clients across a wide range of general insurance classes.
The business is growing, and this is a newly created role.
About the Role
We're looking for an Account Manager to look after an established SME portfolio worth $300k to $400k in income.
You’ll manage the portfolio end to end, covering renewals, policy servicing, claims, new business and debtors. Support staff are available depending on workload.
This is a full portfolio role, not an assistant role. It is office based, five days a week.
Key responsibilities
- Managing an SME client portfolio worth $300k to $400k in income
- Preparing renewals and servicing policies across the portfolio
- Generating new business
- Developing and maintaining strong client relationships
About You
You’ll bring account management experience from an insurance brokerage, working with SME clients. You’ll be Tier 1 compliant and have robust attention to detail and organisational skills.
Ideally you’ll also have:
- Experience with WinBeat and OfficeTech
- Good skills in Outlook, Excel and PowerPoint
- A collaborative, team-focused approach
We welcome applicants from brokerages of any size.
What’s on Offer
- $90k to $110k + super, depending on experience
- Career progression as the business grows
#J-18808-Ljbffr
📌 Account Manager (Melbourne)
🏢 Hooker And Heijden
📍 Melbourne
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