Senior Account Executive

Elders Insurance; Horsham; On-site; AUD 100,000 - 140,000; Full time

Job summary

Elders Insurance in Horsham, VIC seeks a Senior Account Executive to provide personalised insurance solutions, protect client assets, and drive business growth. You will manage key client accounts across personal, business, and farm insurance, delivering exceptional service and tailored quotes.

The role requires strong client relationship skills, regulatory awareness, and the ability to develop risk mitigation strategies for diverse insurance needs.

Qualifications

• Experience in general insurance preferred
• Ability to build and nurture client relationships
• Understanding regulatory requirements and FSRA standards
• Knowledge of risk management in insurance products

Responsibilities

• Serve as the primary point of contact for assigned clients and nurture relationships.
• Advise clients on complex insurance products and risk management strategies.
• Conduct regular client meetings to assess needs and opportunities.
• Collaborate with underwriting and claims teams to deliver seamless service.
• Develop and execute strategic account plans to retain and grow business.
• Generate new business through client contact activities and referrals.
• Review renewals to achieve retention targets and advise on actions.

Skills

Client relationships

Insurance knowledge

Regulatory compliance

Risk mitigation

Industry trends

Education

AFSL Insurance accreditation (Tier 1/2)

Job description

The Senior Account Executive plays a crucial role in providing personalised insurance solutions to clients, ensuring their assets and wellbeing are protected, and in driving business growth and managing key client accounts. You will possess a deep understanding of various personal, business, farm, and other insurance products, and demonstrate exceptional customer service skills and the ability to build and nurture strong client relationships.

Key responsibilities

• Serve as the primary point of contact for assigned clients, building and nurturing strong relationships, and understanding their insurance needs and objectives.
• Act as a trusted advisor to clients, providing guidance on complex insurance products, risk management strategies, and industry trends.
• Conduct regular client meetings to assess needs, identify opportunities, and address any concerns or issues.
• Collaborate with colleagues across departments, including underwriting and claims, to deliver seamless service to clients.
• Develop and execute strategic account plans to retain existing clients and acquire new business opportunities.
• Generate new business by implementing new client contact activities.
• Achieve agreed retention targets by reviewing all renewals and implementing strategies to contact and review.
• Prepare proposals, presentations, and insurance quotes tailored to the specific needs of prospective clients, and follow-up with clients as required.
• Oversee the management of client accounts, ensuring exceptional service delivery, and adherence to regulatory requirements and company policies and operating procedures.

About you

• Display a knowledge of general insurance (preferred but not required).
• Obtain or have already Tier 1 or Tier 2 accreditation in Australian Financial Services Reform Act 2001 (FSRA) Insurance.
• Ability to build and nurture strong client relationships.
• Stay informed about industry trends, market conditions, and emerging risks.
• Ability to develop and implement risk mitigation strategies.
• Ability to achieve high levels of regulatory compliance.

APPLICATIONS CLOSE: 1st December 2026, If the right applicant presents prior, applications may close sooner.