Client Executive, SME Insurance — Hybrid Growth Role

Succession Partners Pty Ltd; Sydney; Hybrid; AUD 90,000 - 115,000; Full time

Job summary

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.

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

Commercial insurance

Tier 1 broking qualification

Communication

Prioritization

Client relationships

Job description

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.