Client Executive - SME

Succession Recruitment; Melbourne; Hybrid; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Succession Recruitment Pty Ltd is recruiting a Client Executive for Melbourne SME insurance broking. The role focuses on daily management of an SME portfolio, working with clients, underwriters, and a supportive team to drive service excellence.

The ideal candidate will have SME/commercial broking experience, strong knowledge of commercial insurance, and a Tier 1 broking qualification. You will manage inquiries, renewals, and quotes while building lasting client relationships.

Qualifications

• Recent experience in a SME/Commercial broking role.
• Strong knowledge across a range of commercial insurance classes.
• Tier 1 broking qualification (Essential).
• Excellent communication and relationship-building skills.
• The ability to manage competing priorities in a fast-paced environment.
• Confidence talking to clients and building relationships.

Responsibilities

• Processing new business and renewals.
• Preparing insurance proposals, submissions and client documentation.
• Obtaining and negotiating insurance quotations.
• Binding coverage and assisting with policy administration.
• Resolving client and policy-related queries and maintaining accurate client records.
• Supporting the wider broking team and contributing to new business opportunities.

Skills

SME/Commercial broking

Insurance classes knowledge

Communication skills

Prioritization

Client relationship building

Confidence talking to clients

Education

Tier 1 broking qualification

Job description

8d ago , from Succession Recruitment Pty Ltd

Our client is a highly regarded insurance brokerage with a loyal client base and a people-first culture. As the business continues to grow they are looking for a Client Executive to join the SME team in Melbourne.
As a Client Executive,you will be responsible for the day-to-day running of a SME portfolio, working closely with clients, underwriters and a supportive team.

You will also be:

• Processing new business and renewals
• Preparing insurance proposals, submissions and client documentation
• Obtaining and negotiating insurance quotations
• Binding coverage and assisting with policy administration
• Resolving client and policy-related queries and maintaining accurate client records
• Supporting the wider broking team and contributing to new business opportunities

Our client is a highly regarded insurance brokerage with a loyal client base and a people-first culture. As the business continues to grow they are looking for a Client Executive to join the SME team in Melbourne.
As a Client Executive,you will be responsible for the day-to-day running of a SME portfolio, working closely with clients, underwriters and a supportive team.

You will also be:

• Processing new business and renewals
• Preparing insurance proposals, submissions and client documentation
• Obtaining and negotiating insurance quotations
• Binding coverage and assisting with policy administration
• Resolving client and policy-related queries and maintaining accurate client records
• Supporting the wider broking team and contributing to new business opportunities

To Excel in the role, you will have:

• Recent experience in a SME/Commercial broking role
• Strong knowledge across a range of commercial insurance classes
• Tier 1 broking qualification (Essential)
• Excellent communication and relationship-building skills
• The ability to manage competing priorities in a fast-paced environment
• Confidence talking to clients and building relationships

If you are a driven, personable insurance broker who enjoys working with good people in a supportive team environment and genuine opportunity to grow, we’d love to hear from you.

Additional information

• Highly reputable national steadfast brokerage
• Hybrid working arrangement
• Tier 1 broking qualification essential