Account Executive

Hooker & Heijden; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Career progression

Superannuation

Job summary

Hooker & Heijden in Melbourne's North Western Suburbs is seeking an Account Executive to manage an SME insurance portfolio from renewals to new business and debtors. This office-based role operates five days a week with support staff as needed.

You will service SME clients worth $300k-$400k in income, develop new business, build relationships, and ensure accurate policy support and claims handling.

Qualifications

• You’ll have account management experience with an insurance brokerage, looking after SME clients.
• 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.

Responsibilities

• 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

Skills

Account management

Insurance brokerage

Client relationships

Portfolio management

MS Office

Tools

WinBeat

OfficeTech

Outlook

Excel

PowerPoint

Job description

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 new 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.