Assistant Account Executive | Insurance Broker Assistant

Paragon Recruitment Group; Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working arrangements

Career development in a collaborative,

Mentorship from Senior Account Manager

Job summary

Steadfast brokerage is seeking an Internal Account Manager to advance from an Assistant Account Executive role into corporate broking. You will own a portfolio of SME and mid-market clients, support renewals and placements, and work with senior brokers to broaden your technical knowledge.

The role offers hybrid working arrangements, mentorship from experienced brokers, exposure to diverse commercial risks, and a clear path to grow into mid-market and corporate accounts.

Qualifications

• Commercial insurance broking experience and a sound understanding of commercial insurance products.
• Ability to own a portfolio of SME and mid-market clients with growing responsibility.
• Experience using Insight, WinBEAT, SVU and online insurer portals.
• Strong written and verbal communication with keen attention to detail.
• Willingness to learn, take initiative and develop technical capability.
• Tier 1 broking accreditation (preferred) or Tier 2.

Responsibilities

• Own a portfolio of SME and mid-market clients, with size and complexity aligned to experience.
• Support mid-market and corporate renewals, including negotiating terms and preparing renewal reports.
• Collaborate with Senior Account Manager and Broking Director on complex renewals and placement strategies.
• Gained exposure to commercial risks including ISR, construction, liability, PI, cyber and management liability.
• Manage new business referrals from enquiry to placement.
• Build strong client relationships while developing broking skills.

Skills

Commercial insurance broking

Portfolio ownership

Renewals negotiation

Client relationship building

Communication skills

Attention to detail

Tier 1 broking accreditation

Education

Tier 1 broking accreditation

Tier 2 accreditation

Tools

Insight

WinBEAT

SVU

Online insurer portals

Job description

Internal Account Manager | Step Up into Corporate Broking

Ready to move beyond an Assistant Account Executive role?

This is an opportunity to take the next step in your broking career, with greater ownership of your own portfolio and exposure to mid-market and corporate clients.

Our client is a highly regarded Steadfast brokerage with a strong portfolio of commercial and corporate clients. Due to continued growth, they are looking for an Internal Account Manager to join their team in a newly created position.

Working closely with an experienced Senior Account Manager and the Broking Director, you'll manage your own small portfolio of SME and mid-market clients while supporting larger, more complex renewals and placements. It's an opportunity to build your confidence, broaden your technical knowledge and develop your capability beyond traditional SME broking, with experienced brokers on hand to support your progression.

About the role

• Taking ownership of a portfolio of SME and mid-market clients, with the size and complexity tailored to your experience.
• Supporting mid-market and corporate renewals, including obtaining and negotiating terms and preparing renewal reports for client presentations.
• Working alongside the Senior Account Manager and Broking Director on complex renewals, placement strategies and client requirements.
• Gaining exposure to a broad range of commercial risks, including ISR, construction, liability, professional indemnity, cyber and management liability.
• Managing new business referrals through the process, from initial enquiry through to placement.
• Building strong relationships with clients and insurers while developing your technical broking and negotiation skills.

What's on offer?

• A genuine step up from an Assistant Account Executive role, with increased responsibility and ownership.
• Hands-on mentorship from an experienced Senior Account Manager and exposure to the Broking Director.
• The opportunity to develop your skills across mid-market and corporate accounts.
• A varied role combining portfolio management, placement and new business.
• Hybrid working arrangements.
• A collaborative team environment with ongoing career development.
• A competitive salary commensurate with experience.

About you

You may be an experienced Assistant Account Executive who's ready for more responsibility, or an internal broker looking to broaden your experience and take the next step in your career.

You'll bring:

• Commercial insurance broking experience and a sound understanding of commercial insurance products.
• The confidence and initiative to take ownership of a portfolio of clients.
• Experience using Insight, WinBEAT, SVU and online insurer portals.
• Strong written and verbal communication skills, with good attention to detail.
• A willingness to learn, take initiative and develop your technical capability.
• Tier 1 broking accreditation (preferred), or minimum Tier 2.

ISR experience will be highly regarded.