Account Executive

Blake Oliver Consulting; City of Parramatta; On-site; AUD 90,000 - 130,000; Full time

Job summary

Blake Oliver Consulting is seeking an experienced Account Executive to join our growing insurance brokerage. You will take ownership of your portfolio, focusing on annual renewals and client retention.

You will work with clients, insurers and internal teams to review, market and renew policies, manage renewals, and provide guidance on coverage and terms. Strong client relationships, negotiation skills and an organised approach are essential.

Qualifications

• Commercial insurance broking experience in a client-facing role.
• Strong understanding of commercial insurance products and broking process.
• Proven ability to manage renewals and an existing client portfolio.
• Excellent communication and relationship-building skills.
• Highly organised with attention to deadlines.

Responsibilities

• Manage a portfolio of commercial insurance clients with a primary focus on annual renewals and retention.
• Manage the end-to-end renewal process from initial client discussions through to placement and policy confirmation.
• Conduct regular reviews of client insurance programs to understand changes in their business, risk exposures and insurance requirements.
• Prepare renewal submissions, market presentations and documentation for insurers.
• Approach and negotiate with insurers to obtain appropriate coverage, terms and pricing on behalf of clients.
• Maintain strong relationships with existing clients and act as a key point of contact for day-to-day insurance requirements.
• Identify opportunities to improve coverage, structure and overall insurance programs.
• Work closely with Account Managers, Brokers and support staff to ensure accurate and timely processing of renewals.
• Monitor renewal pipelines and ensure all client and insurer deadlines are met.
• Provide advice and guidance to clients regarding their insurance covers, policy conditions and renewal options.
• Maintain accurate client records, policy documentation and CRM information.
• Assist with claims, mid-term adjustments and other client servicing requirements where required.

Skills

Client relationships

Renewals

Insurer negotiation

Organisation

Communication

Education

Tier 1 insurance qualification or equivalent

Job description

We are seeking an experienced Account Executive to join a growing insurance brokerage, with a strong focus on managing and retaining an existing portfolio of clients through the annual renewal cycle.

This role will suit an insurance professional who enjoys building strong client relationships, has a sound understanding of commercial insurance products, and is highly organised when managing multiple renewals and competing deadlines.

You will take ownership of your portfolio, working closely with clients, insurers and internal broking teams to ensure policies are effectively reviewed, marketed and renewed.

Key Responsibilities

• Manage a portfolio of commercial insurance clients, with a primary focus on annual renewals and retention.
• Manage the end-to-end renewal process, from initial client discussions through to placement and policy confirmation.
• Conduct regular reviews of client insurance programs to understand changes in their business, risk exposures and insurance requirements.
• Prepare renewal submissions, market presentations and documentation for insurers.
• Approach and negotiate with insurers to obtain appropriate coverage, terms and pricing on behalf of clients.
• Maintain strong relationships with existing clients and act as a key point of contact for day-to-day insurance requirements.
• Identify opportunities to improve coverage, structure and overall insurance programs.
• Work closely with Account Managers, Brokers and support staff to ensure accurate and timely processing of renewals.
• Monitor renewal pipelines and ensure all client and insurer deadlines are met.
• Provide advice and guidance to clients regarding their insurance covers, policy conditions and renewal options.
• Maintain accurate client records, policy documentation and CRM information.
• Assist with claims, mid-term adjustments and other client servicing requirements where required.

About You

• Previous experience in commercial insurance broking, ideally in an Account Executive or similar client-facing position.
• Strong understanding of commercial insurance products and the broking process.
• Proven experience managing renewals and an existing client portfolio.
• Strong client relationship and communication skills.
• Commercially minded with the ability to negotiate effectively with insurers.
• Highly organised with strong attention to detail and the ability to manage multiple deadlines.
• Ability to work independently while also contributing to a broader broking team.
• Tier 1 insurance qualification or equivalent is preferred.

The Opportunity

This is an opportunity to join a professional and growing brokerage where you will have genuine ownership of your client portfolio and play an important role in client retention, renewal performance and long-term relationship management.