About the Organisation

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 robust 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 solid attention to detail and organisational skills.

Ideally you’ll also have:
Experience with WinBeat and OfficeTech
Valuable 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

📌 Account Manager Melbourne (Australia)
🏢 Hooker And Heijden
📍 Australia