Assistant Account Executive

Morgan Consulting; City of Melbourne; On-site; AUD 68,000 - 92,000; Full time

Benefits offered by this job

Career progression

Professional development

Supportive team environment

Stable business backing

Job summary

Morgan Consulting in Melbourne is seeking an Assistant Account Executive to join a collaborative broking team, supporting Account Executives and Brokers across the full client and policy lifecycle. This is an ideal pathway to develop a long-term career in commercial insurance broking with mentoring and support.

The role offers a salary of $80,000 plus Super, a supportive team, and ongoing training within a stable, well-resourced brokerage.

Qualifications

• Experience in insurance broking roles such as Assistant Account Executive or broker support.
• Tier 1 insurance broking qualification preferred or in progress.
• Strong attention to detail and organisational skills.

Responsibilities

• Assist with renewals, new business submissions and mid-term adjustments.
• Liaise with insurers to obtain quotes and negotiate terms.
• Prepare insurance summaries, schedules and client documentation.
• Support Account Executives with day-to-day client servicing and queries.
• Process policy documents accurately within required timeframes.
• Build strong relationships with insurers and underwriters.
• Assist with claims coordination where required.

Skills

Insurance broking

Client servicing

Attention to detail

Communication skills

Team collaboration

Education

Tier 1 insurance broking qualification (or working towards)

Tools

Sunrise

WinBEAT

Job description

About the Business

Our client is a well-established insurance broking firm with a long history in the Australian market, with a team across multiple specialty business units including their own in-house claims department, they've built a strong reputation for tailored, relationship-led insurance and risk solutions for SME and commercial clients nationwide.

Backed by one of the industry's major listed groups the business has grown steadily broadening its specialty capabilities while staying true to a personalised, long-term approach to client relationships.

This is a great opportunity to join a stable, growing brokerage with excellent support structures, clear progression pathways, and a genuine focus on staff development.

The Role

We're seeking an Assistant Account Executive to join a collaborative broking team, supporting Account Executives and Brokers across the full client and policy lifecycle. This is an ideal opportunity for someone looking to build a long-term career in commercial insurance broking with strong mentoring and support on offer.

Key responsibilities will include:

• Assisting with the preparation of renewals, new business submissions and mid-term adjustments
• Liaising with insurers to obtain quotes and negotiate terms
• Preparing insurance summaries, schedules and client documentation
• Supporting Account Executives with day-to-day client servicing and queries
• Processing policy documentation accurately and within required timeframes
• Building strong working relationships with insurers and underwriters
• Assisting with claims coordination where required

Assistant Account Executive

Location: Eastern suburbs, Melbourne

Salary: $80,000 + Super

About the Business

Our client is a well-established insurance broking firm with a long history in the Australian market, with a team across multiple specialty business units including their own in-house claims department, they've built a strong reputation for tailored, relationship-led insurance and risk solutions for SME and commercial clients nationwide.

Backed by one of the industry's major listed groups the business has grown steadily broadening its specialty capabilities while staying true to a personalised, long-term approach to client relationships.

This is a great opportunity to join a stable, growing brokerage with excellent support structures, clear progression pathways, and a genuine focus on staff development.

The Role

We're seeking an Assistant Account Executive to join a collaborative broking team, supporting Account Executives and Brokers across the full client and policy lifecycle. This is an ideal opportunity for someone looking to build a long-term career in commercial insurance broking with strong mentoring and support on offer.

Key responsibilities will include:

• Assisting with the preparation of renewals, new business submissions and mid-term adjustments
• Liaising with insurers to obtain quotes and negotiate terms
• Preparing insurance summaries, schedules and client documentation
• Supporting Account Executives with day-to-day client servicing and queries
• Processing policy documentation accurately and within required timeframes
• Building strong working relationships with insurers and underwriters
• Assisting with claims coordination where required

About You

• Prior experience in insurance broking (Assistant Account Executive, Broker Support or similar) is highly regarded
• Tier 1 insurance broking qualification (or working towards) preferred
• Strong attention to detail and organisational skills
• Excellent communication skills, both written and verbal
• A proactive, team-oriented attitude with a genuine interest in building a career in broking
• Experience with broking software (e.g. Sunrise, WinBEAT) is a bonus but not essential

What's on Offer

• $80,000 + Super
• Genuine career progression within a growing, well-resourced brokerage
• Supportive, close-knit team environment
• Ongoing training and professional development support
• Stable, long-established business with strong industry backing