High Net Worth / Private Clients Insurance Broker

Edgewise Insurance Brokers; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive remuneration

Annual salary reviews

Staff incentive opportunities

Paid birthday

Volunteer leave

Parental leave

Health and wellbeing subsidy

Salary continuance insurance

Job summary

Edgewise Insurance Brokers seeks an experienced Account Executive for its High Net Worth team in Cremorne. You will manage a private client portfolio, deliver tailored insurance solutions, and provide concierge-level service across renewals, endorsements and claims advocacy.

You will support the High Net Worth Manager on larger accounts, build insurer relationships and develop market expertise while delivering proactive client servicing and cross-sell opportunities.

Qualifications

• Experience managing a domestic, SME or High Net Worth insurance portfolio.
• Renewals, insurer negotiations, claims and client relationships experience.
• Strong client service orientation and willingness to provide high-touch support.
• Excellent communication and negotiation abilities.
• Strong organisational skills and attention to detail.

Responsibilities

• Manage an allocated portfolio of High Net Worth clients and deliver consistently high levels of service.
• Develop trusted client relationships through proactive and responsive communication.
• Manage renewals end-to-end, including renewal strategies and market submissions.
• Obtain, analyse and negotiate quotes, policy terms and pricing with insurers.
• Process endorsements, alterations and documentation accurately and within timeframes.
• Provide proactive claims support and advocacy.
• Develop relationships with insurers and understand High Net Worth markets.
• Identify referral, cross-sell and new business opportunities.
• Assist with placement and servicing of larger or more complex personal insurance risks.

Skills

Communication skills

Negotiation

Relationship building

Attention to detail

Microsoft Office

Insurance knowledge

Tools

Broking systems

Insurer platforms

AI tools

Job description

High Net Worth / Private Clients Insurance Broker

Edgewise Insurance Brokers is a relationship driven general insurance brokerage providing specialist insurance solutions to businesses, industries and individuals across Australia. As part of the Steadfast network, we combine the strength and stability of one of Australia’s leading insurance networks with a collaborative, people focused culture. Based in our modern Cremorne office, we are committed to delivering exceptional client outcomes while investing in the growth and development of our people.

About the Role

We are seeking an experienced Account Executive to join our growing High Net Worth team.

Managing your own portfolio of High Net Worth clients, you will deliver professional insurance advice, tailored insurance solutions and a highly responsive, concierge style client service experience.

You will manage the full client lifecycle, including renewals, insurer negotiations, policy administration, claims advocacy and ongoing client servicing. You will also support our High Net Worth Manager on larger and more complex accounts, developing specialist market expertise and responding to referrals from within the broader business.

Key Responsibilities

Manage an allocated portfolio of High Net Worth clients and deliver consistently high levels of service.

Develop trusted client relationships through proactive and responsive communication.

Manage renewals from end to end, including renewal strategies, market submissions and recommendations.

Obtain, analyse and negotiate quotes, policy terms and pricing with insurers.

Process endorsements, alterations and documentation accurately and within agreed timeframes.

Provide proactive claims support and advocacy.

Develop strong relationships with insurers and maintain an understanding of High Net Worth markets.

Identify referral, cross sell and new business opportunities.

Assist with the placement and servicing of larger or more complex personal insurance risks.

To Succeed in This Role, You Will Demonstrate

Previous experience managing a domestic, SME, private client or High Net Worth insurance portfolio.

Experience managing renewals, insurer negotiations, claims and client relationships.

A genuine commitment to delivering exceptional, high touch client service.

Strong communication, relationship building and negotiation skills.

Strong organisational skills and the ability to manage competing priorities.

High attention to detail and a commitment to quality and compliance.

Confidence using Microsoft Office, broking systems, AI and insurer platforms.

A proactive and collaborative approach, with a genuine interest in continuing to develop your specialist insurance knowledge.

Why Join Edgewise?

Career pathway support and guidance.

Supportive and collaborative team culture.

Competitive remuneration, annual salary reviews and staff incentive opportunities.

Paid birthday, volunteer and parental leave.

Annual health and wellbeing subsidy.

Salary continuance insurance.

Modern Cremorne office, close to public transport.

A stable, experienced and supportive leadership team.

This is an ideal opportunity for an experienced domestic, SME or High Net Worth broker who enjoys building trusted client relationships, and with an eye for the finer things in life, who is looking to further develop their specialism within the private client insurance space.

The successful candidate will be required to demonstrate their eligibility to work in Australia on an ongoing basis and will be required to undergo a National Police Check.

Only shortlisted candidates will be contacted for interview.

Please note that unsolicited agency referrals will not be accepted.