Account Executive – Strata

Succession Partners Pty Ltd; Sydney; Hybrid; AUD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and incentives

Career growth and professional develop

Collaborative and supportive work env

Job summary

Succession Partners Pty Ltd in Sydney is seeking an Account Executive or Assistant Broker to join our Strata insurance team. Hybrid working with 2 days in office and the rest from home, you will prepare quotations, negotiate terms, and support clients through claims while building strong relationships with strata managers and insurer partners.

The ideal candidate has proven insurance broking experience, Tier 2 qualification (Tier 1 desirable), and excellent communication and negotiation skills.

Qualifications

• Proven experience in insurance broking as an Assistant Broker or Account Executive, ideally with property/strata exposure
• Minimum Tier 2 insurance qualification; Tier 1 desirable
• Excellent communication, negotiation and relationship-building skills
• Proficiency with insurance broking systems and Microsoft Office

Responsibilities

• Prepare and negotiate insurance quotations and policy renewals
• Liaise with insurers to obtain competitive terms and resolve policy enquiries
• Assist clients throughout the claims process with timely communication and support
• Develop relationships with strata managers, owners' corporations, and insurer partners
• Identify opportunities to expand existing client relationships and generate new business
• Ensure compliance with industry regulations and company procedures

Skills

Communication

Negotiation

Relationship building

Education

Tier 2 insurance qualification

Tier 1 qualification desirable

Tools

Insurance broking systems

Microsoft Office

Job description

Hybrid working arrangement - 2 days in office, rest from home

Genuine support in a collaborative team

Insurance broking experience essential

Our client, a leading national Strata insurance brokerage are seeking an Account Executive OR Assistant Broker to join the team.

As a Strata Broker you will:

• Prepare and negotiate insurance quotations and policy renewals
• Liaise with insurers to obtain competitive terms and resolve policy enquiries
• Assist clients throughout the claims process, ensuring timely communication and support
• Develop and strengthen relationships with strata managers, owners' corporations, and insurer partners
• Identify opportunities to expand existing client relationships and generate new business
• Ensure compliance with industry regulations and company procedures

On Offer:

• Competitive salary and performance-based incentives
• Opportunities for career growth and professional development
• A genuine collaborative and supportive work environment

Ideally you will have:

• Proven experience in insurance broking as an Assistant Broker or Account Executive, ideally with some property/strata exposure
• Minimum Tier 2 insurance qualification, Tier 1 qualification is desirable
• Excellent communication, negotiation, and relationship-building skills
• Proficiency in using insurance broking systems and Microsoft Office

If you are passionate about delivering outstanding service and looking for your next move in insurance broking, I look forward to hearing from you.