Account Executive (insurance)

Malton Road Advisory; Summer Hill; Hybrid; AUD 90,000 - 130,000; Full time

Job summary

Malton Road Advisory is seeking an experienced Account Executive to manage an existing client portfolio and service that book while supporting new business via the firm’s growing referral network. The role emphasizes high-quality advice and strong client relationships in a collaborative environment.

You will work from Summer Hill with a flexible hybrid arrangement, focusing on complex general insurance needs across diverse industries.

Qualifications

• Minimum 3 years' experience as an insurance broker.
• Experience across general insurance broking disciplines with product knowledge across all classes.
• Exposure to technology, life sciences or corporate risks is valued.

Responsibilities

• Take ownership of an existing Account Executive's portfolio and service those clients end to end.
• Support new business generated through the firm's growing referral network.
• Mentor and develop junior staff, acting as a technical resource for client and team inquiries.

Skills

Strong communication

Attention to detail

Microsoft Office

Client relationship management

English fluency

Education

Diploma of Financial Services (Insurance Broking)

Tools

CRM software

Microsoft Office Suite

Job description

Malton Road is a boutique insurance brokerage working with small to medium sized businesses. Our clients tend to have more complex insurance needs and rely on us to identify risk, design fit for purpose insurance programs and advocate strongly at claims time. We focus on quality of cover rather than competing on price.

Culture and vibe are everything to us. We treat everyone the same, whether that is a client, an insurer or a colleague. We value curiosity, integrity and people who genuinely care about doing good work.

Malton Road is entering an exciting growth and transformation phase. Over the next five years we will significantly expand our referral partnerships, invest heavily in technology and scalable processes, and continue building a high-performing team capable of supporting both our existing clients and a growing stream of quality new business opportunities.

This growth creates genuine opportunities for our people to take on greater responsibility, help shape the direction of the business and build long-term careers within the firm.

About the role

As we expand, we are looking for an experienced Account Executive who shares our values and wants to be part of something we're genuinely proud of.

This role will take ownership of an existing Account Executive's portfolio and will be responsible for servicing those clients while also supporting new business generated through the firm's growing referral network (lower client count, larger income/revenue). You will be trusted to manage client relationships end to end, deliver technically sound advice and uphold the high service standards Malton Road is known for.

You will also play a key role in supporting, mentoring and developing junior staff, acting as a technical resource and sounding board for both client and team enquiries.

The portfolio spans a diverse range of industries including technology, biotech, life sciences, corporate and listed entities, hospitality, medical services, entertainment, AV production, renewable energies and more. We are drawn to the unconventional and enjoy working with clients who present interesting challenges.

A commission share arrangement is in place for self-generated business.

This role suits someone who is comfortable operating in a growing business, enjoys helping shape systems and processes and wants to be part of a firm building something meaningful over the long term.

Our Workspace

Our office is based in Summer Hill, housed in a beautifully converted flour mill, complete with a café, coffee roaster and shops. Commuting is a breeze with a light rail stop less than 100 meters away and train stations within a short walk. Street parking is readily available for those who prefer to drive.

We are not fussed on corporate attire, we're pretty casual here (neat and tidy/smart casual).

We offer flexibility with a hybrid working arrangement.

Critical skills required:

Minimum 3 years' experience as an insurance broker

Experience must encompass any general insurance broking discipline with comprehensive product knowledge across all classes of general insurance

Experience across financial lines, liability and commercial insurance placements. Exposure to technology, life sciences or corporate risks will be highly regarded.

Experience with claim management

Diploma of Financial Services (Insurance Broking) would be ideal, but not essential

Attention to detail - this is non-negotiable and something we test for

Strong communication skills (both written and oral)

Proficiency in Microsoft Office Suite with a demonstrated ability to quickly learn new systems

Must be an Australian citizen or permanent resident to be considered for this position

High-quality clients with complex and interesting risks (who value advice, not price)

Lower client volumes and greater focus on advisory work

A supportive and collaborative team environment

Genuine input into business strategy, systems and processes

Strong opportunities for career progression as the business grows

Flexible hybrid working arrangements

A unique office environment in the heart of Summer Hill

Salary package will be negotiated based on experience, capability and qualifications.

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