Client Executive – SME

Succession Partners Pty Ltd; Sydney; Hybride; AUD 90 000 - 115 000; Plein temps

Résumé du poste

Succession Partners Pty Ltd in Melbourne is seeking a Client Executive to manage a SME portfolio, coordinating with clients, underwriters and a supportive team. You will handle new business, renewals, proposals, quotations and policy administration while building strong client relationships in a fast-paced, client-focused brokerage.

The role demands Tier 1 broking qualification, strong communication skills, and the ability to balance competing priorities with confidence.

Qualifications

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

Responsabilités

• 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.

Connaissances

SME/Commercial broking

Commercial insurance

Tier 1 broking qualification

Communication

Prioritization

Client relationships

Description du poste

Highly reputable national steadfast brokerageHybrid working arrangementTier 1 broking qualification essential

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.