Insurance Account executive

Kennedy Reid | Recruitment Agency; Melbourne; Híbrido; AUD 70 000 - 100 000; Tempo integral

Resumo da oferta

Kennedy Reid | Recruitment Agency is seeking an Account Executive – Strata to manage a large portfolio of strata insurance policies, focusing on renewals, servicing, and advisory support. You’ll collaborate with strata managers, underwriters, and internal teams to deliver compliant, high-quality broking solutions.

The role emphasizes effective relationship management, timely policy servicing, and staying abreast of market developments affecting strata risks.

Qualificações

• Minimum 2 years’ insurance broking experience, ideally within property or strata.
• Strong knowledge of insurance products, policy wordings and insurer markets.
• Ability to manage a high-volume renewal cycle.

Responsabilidades

• Manage a portfolio of strata insurance policies including renewals, endorsements and policy servicing
• Coordinate renewal activity and negotiate terms with insurers
• Maintain strong relationships with strata managers, clients and underwriters
• Provide professional advice on insurance coverage and risk management
• Gather underwriting information and present renewal recommendations to clients
• Ensure all policies, documentation and invoices are processed accurately and on time
• Monitor portfolio performance and support retention of existing clients
• Stay informed of insurance market developments and changes affecting strata risks
• Maintain compliance with regulatory requirements and internal broking processes

Conhecimentos

Insurance broking

Strata insurance

Portfolio management

Communication skills

Descrição da oferta de emprego

An opportunity is available for an experienced Account Executive to join a well-established insurance broking team specialising in property and strata insurance.

You will take responsibility for managing a portfolio of strata clients, overseeing renewals, servicing policies and providing professional advice while working closely with internal support staff and underwriters.

About the Role

As an Account Executive – Strata, you will manage a large portfolio of strata policies, handling renewals, policy servicing and client relationships. You will work closely with strata managers, underwriters and internal support teams to ensure clients receive efficient, compliant and high-quality broking support.

Administrative support is provided to assist with obtaining quotations, allowing you to focus on client management and portfolio performance.

Key Responsibilities

• Manage a portfolio of strata insurance policies including renewals, endorsements and policy servicing
• Coordinate renewal activity and negotiate terms with insurers
• Maintain strong relationships with strata managers, clients and underwriters
• Provide professional advice on insurance coverage and risk management
• Gather underwriting information and present renewal recommendations to clients
• Ensure all policies, documentation and invoices are processed accurately and on time
• Monitor portfolio performance and support retention of existing clients
• Stay informed of insurance market developments and changes affecting strata risks
• Maintain compliance with regulatory requirements and internal broking processes

Skills & Experience

• Minimum 2 years’ insurance broking experience, ideally within property or strata insurance
• Strong knowledge of insurance products, policy wordings and insurer markets
• Ability to manage a high-volume portfolio and renewal cycle
• Excellent communication and relationship management skills
• Strong organisational skills and attention to detail
• Comfortable working in a fast-paced broking environment

QualificationsTier

• Ongoing commitment to professional development and compliance obligations
• Working ArrangementPermanent, full-time role
• Hybrid model with 3 days in the office and 2 days working from home
• Supportive team structure with administrative assistance for quotation processes