Account Executive | SME Broking | North Western Suburbs, Melbourne | $90k to $120k + super
About the Organisation
Our client is a boutique, Steadfast-associated insurance brokerage in Melbourne's North Western Suburbs.
It advises SME clients across a broad range of general insurance classes.
The team is growing, and this is a new role.
About the Role
We're recruiting an Account Executive to manage an SME portfolio worth $300k to $400k in income.
You'll run the portfolio end to end, from renewals and policy support through to claims, new business and debtors.
Support staff are provided depending on workload.
This is a full portfolio role, not an assistant role.
It is office based, five days a week.
Responsibilities include:
Managing a portfolio of SME clients worth $300k to $400k in income
Preparing renewals and providing policy support across the portfolio
Managing claims for your clients
Developing new business
Building and maintaining client relationships
About You




You'll have account management experience with an insurance brokerage, looking after SME clients.
You'll be Tier 1 compliant, with strong attention to detail and organisational skills.
Ideally you'll bring:
WinBeat and OfficeTech experience
Proficiency in Outlook, Excel and PowerPoint
The ability to work well as part of a team
Candidates from brokerages of all sizes will be considered.
What's on Offer
$90k to $120k + super, depending on experience
Career progression as the business grows
As part of our compliance process, we will provide you with a privacy statement and candidate registration form to complete.
Please note, as part of securing your current position it may be a requirement of employment that you undertake background checks including but not limited to police, bankruptcy, banned register and qualification checks.
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📌 Account Executive (Melbourne)
🏢 Hooker And Heijden
📍 Melbourne