Account Manager - Insurance

Kennedy Reid | Recruitment Agency; Adelaide; On-site; AUD 90,000 - 120,000; Full time

Job summary

Kennedy Reid is seeking an Account Manager / Senior Account Manager (Insurance Broking) to own a diverse client portfolio, provide leadership, and mentor the broking team. The role focuses on delivering exceptional client outcomes, driving portfolio growth, and ensuring high standards of compliance and service delivery.

You will manage end-to-end accounts, develop strategic relationships, and lead business growth initiatives while maintaining strong relationships with insurers and stakeholders.

Qualifications

• Deep knowledge of insurance principles, products, claims management, and brokers’ roles.
• Strong written and verbal communication skills.
• Effective presentation and stakeholder engagement abilities.
• Ability to work autonomously and make sound commercial decisions.
• Commitment to delivering outstanding customer service.

Responsibilities

• Deliver exceptional client service across all interactions.
• Develop deep understanding of clients’ industries and operations.
• Build long-term client relationships with proactive engagement and face-to-face interactions.
• Maintain relationships with insurers and key stakeholders.
• Lead risk reviews for clients within the portfolio.
• Ensure compliance with regulatory requirements and internal policies.
• Advise clients on insurance products and coverage, including referrals where appropriate.
• Oversee processing of new business, renewals, amendments, and quotations across multiple platforms.
• Identify opportunities to grow revenue within the portfolio and meet targets.
• Monitor portfolio performance and prepare required reporting.
• Develop and execute new business strategies to maintain a strong sales pipeline.
• Collaborate with internal claims specialists and external stakeholders on claims.
• Manage debtor accounts following company standards.
• Improve operational efficiency and embed best-practice processes.
• Mentor and develop team members to enhance capability.
• Represent the business at industry events and client meetings.
• Foster a culture of collaboration and high performance.

Skills

Advanced insurance knowledge

Client relationship management

Leadership

Mentoring/coaching

Communication

Regulatory compliance

Portfolio management

Strategic thinking

Tools

CRM systems

Job description

Account Manager / Senior Account Manager (Insurance Broking)

My client is hiring an Account Manager / Senior Account Manager (Insurance Broking) to take ownership of a diverse client portfolio while providing leadership, mentoring and technical expertise across the business. This role is suited to an experienced insurance professional who is passionate about delivering exceptional client outcomes, driving portfolio growth, and developing high-performing team members.

As a trusted adviser to clients and stakeholders, you will be responsible for the end-to-end management of accounts, strategic relationship development, business growth initiatives, and ensuring the highest standards of compliance and service delivery.

Key Responsibilities

• Deliver exceptional customer service across all client interactions.
• Develop a deep understanding of clients' industries, businesses, and operational requirements.
• Build and strengthen long-term client relationships through proactive engagement, with a strong focus on face-to-face interactions.
• Maintain and develop strong relationships with insurers and key stakeholders.
• Lead comprehensive risk review processes for clients within your portfolio.
• Ensure adherence to regulatory requirements, compliance obligations, and internal policies and procedures.
• Provide clients with clear advice regarding their insurance products and coverage, including identifying suitable solutions through referral partners where appropriate.
• Oversee the processing of new business, renewals, amendments, endorsements, certificates of currency, and quotations across multiple technology platforms.
• Identify and convert growth opportunities within the existing portfolio to achieve revenue and financial targets.
• Monitor portfolio performance and prepare reporting as required.
• Develop and execute new business strategies to generate and maintain a strong sales pipeline.
• Manage claims in collaboration with internal claims specialists and external stakeholders.
• Actively manage debtor accounts in accordance with business standards.
• Identify opportunities to improve operational efficiency and embed best-practice processes across the team.
• Maintain professional development requirements and stay current with industry developments.
• Mentor, coach, and support broking team members to enhance technical capability and professional growth.
• Delegate portfolio responsibilities appropriately to create capacity while supporting the development of less experienced team members.
• Represent the business at industry events, networking functions, and client meetings.
• Foster a culture of collaboration, knowledge sharing, and high-performance.
• Provide leadership, coaching, and development support to ensure individual and team objectives are achieved.

Skills & Experience

• Advanced knowledge of insurance principles, products, claims management, industry participants, and the role of the insurance broker.
• Strong written and verbal communication skills.
• Effective presentation and stakeholder engagement skills.
• Ability to work autonomously and make sound commercial decisions.
• Demonstrated commitment to delivering outstanding customer service.
• Strong relationship-building and client management capability.
• Leadership experience with the ability to coach, mentor, and develop others.
• Strong delegation, workflow management, and organisational skills.
• Excellent attention to detail and time management skills.
• Ability to prioritise competing demands and consistently meet deadlines.
• Proficiency in learning and operating multiple technology platforms.

Professional Development

• Commitment to ongoing professional development.
• Maintenance of continuing professional development (CPD) requirements.
• Continued participation in industry-related learning and accreditation activities.

Qualifications

If you are an experienced insurance professional seeking a senior client-facings role with leadership responsibilities and strong career development opportunities, my client is hiring and would welcome your application.