SME Insurance Client Executive — Hybrid Role

Succession Recruitment Pty Ltd; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Job summary

Succession Recruitment Pty Ltd is partnering with a reputable Melbourne-based insurance brokerage to recruit a Client Executive for the SME team. The role focuses on day-to-day SME portfolio management, client liaison, and close collaboration with underwriters.

You will handle new business, renewals, proposals, and quotations, binding coverage and policy administration while maintaining client records and supporting growth initiatives. Hybrid work environment in Melbourne.

Qualifications

• Recent SME/Commercial broking experience.
• Strong knowledge across 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

Excellent communication

Relationship-building

Client conversations

Prioritization

Client guidance

Education

Tier 1 broking qualification

Job description

Succession Recruitment Pty Ltd is partnering with a reputable Melbourne-based insurance brokerage to recruit a Client Executive for the SME team. The role focuses on day-to-day SME portfolio management, client liaison, and close collaboration with underwriters.

You will handle new business, renewals, proposals, and quotations, binding coverage and policy administration while maintaining client records and supporting growth initiatives. Hybrid work environment in Melbourne.