Highly reputable national steadfast brokerage
Hybrid working arrangement
Tier 1 broking qualification essential

Our client is a highly regarded insurance brokerage with a loyal client base and a people-first culture. As the business continues to grow they are looking for a Client Executive to join the SME team in Melbourne.

As a Client Executive, you will be responsible for the day-to-day running of a SME portfolio, working closely with clients, underwriters and a supportive team.

You will also be:
Processing new business and renewals
Preparing insurance proposals, submissions and client documentation
Obtaining and negotiating insurance quotations
Binding coverage and assisting with policy administration
Resolving client and policy-related queries and maintaining accurate client records
Supporting the wider broking team and contributing to new business prospects





To Excel in the role, you will have:
Recent experience in a SME/Commercial broking role
Strong knowledge across a range of commercial insurance classes
Tier 1 broking qualification (Essential)
Excellent communication and relationship-building skills
The ability to manage competing priorities in a fast-paced environment
Confidence talking to clients and building relationships

If you are a driven, personable insurance broker who enjoys working with good people in a supportive team setting and genuine chance to grow, we’d love to hear from you. Apply now, call Kirsty Patterson on View phone number on redirect.jobsurf.com.au or email View email address on redirect.jobsurf.com.au

📌 Client Executive Sme Melbourne
🏢 Succession Partners
📍 Melbourne