The Senior Account Executive plays a crucial role in providing personalised insurance solutions to clients, ensuring their assets and wellbeing are protected, and in driving business growth and managing key client accounts. You will possess a deep understanding of various personal, business, farm, and other insurance products, and demonstrate exceptional customer service skills and the ability to build and nurture strong client relationships.

Key responsibilities

- Serve as the primary point of contact for assigned clients, building and nurturing strong relationships, and understanding their insurance needs and objectives.
- Act as a trusted advisor to clients, providing guidance on complex insurance products, risk management strategies, and industry trends.
- Conduct regular client meetings to assess needs, identify opportunities, and address any concerns or issues.
- Collaborate with colleagues across departments, including underwriting and claims, to deliver seamless service to clients.
- Develop and execute strategic account plans to retain existing clients and acquire new business opportunities.
- Generate recent business by implementing new client contact activities.




- Achieve agreed retention targets by reviewing all renewals and implementing strategies to contact and review.
- Prepare proposals, presentations, and insurance quotes tailored to the specific needs of prospective clients, and follow-up with clients as required.
- Oversee the management of client accounts, ensuring exceptional service delivery, and adherence to regulatory requirements and company policies and operating procedures.

About you

- Display a knowledge of general insurance (preferred but not required).
- Obtain or have already Tier 1 or Tier 2 accreditation in Australian Financial Services Reform Act 2001 (FSRA) Insurance.
- Ability to build and nurture strong client relationships.
- Stay informed about industry trends, market conditions, and emerging risks.
- Ability to develop and implement risk mitigation strategies.
- Ability to achieve high levels of regulatory compliance.

APPLICATIONS CLOSE: 1st December 2026, If the right applicant presents prior, applications may close sooner.

📌 Senior Account Executive (Horsham)
🏢 Elders Insurance
📍 Horsham