Clarity Partners is partnering with a long-standing WA-founded insurance brokerage to find an Account Executive to join its team in the Eastern Suburbs. The business provides tailored insurance and risk management solutions to a diverse range of commercial clients, with a strong focus on personalised service and long-term relationships.
About the Role
In this role, you will manage a portfolio of approximately $1.3 million in revenue, covering a diverse mix of SME and mid-market clients with turnovers of up to $100 million. You'll take ownership of the end-to-end broking process for smaller accounts, using your technical knowledge and commercial judgement to make informed decisions, recommend appropriate cover and deliver proactive client service.
Key Responsibilities
- Support on an established $1.3 million portfolio of SME and mid-market commercial clients, alongside another full time Account Executive, below a senior broker.
- Oversee end-to-end SME account management, including renewals, new business, quotations, policy administration and providing tailored client advice.
- Independently manage smaller accounts, making decisions on coverage, pricing and insurer recommendations.
- Prepare and negotiate quotations, particularly Business Package policies.
- Build and maintain relationships with clients and insurers, identifying opportunities to improve existing insurance arrangements.
- Ensure accurate and compliant management of renewals, policy changes and documentation.
- Work collaboratively with senior team members on larger corporate accounts, maintaining proactive communication and providing support when required.
About You
- Minimum 5 years' experience in an Account Executive or similar role within general insurance broking.
- Hold a current Tier 1 Insurance Broking qualification.
- Strong working knowledge of SCTP, Sunrise and Insight systems.
- Experience managing SME and mid-market commercial insurance portfolios.
- Confident managing accounts independently, including Business Package policies and insurer negotiations.
- Strong technical knowledge of commercial insurance products and coverage recommendations.
- Proactive communicator with sound decision-making skills and a collaborative approach.
Why This Role
- Manage accounts end-to-end, with the opportunity to make decisions and take ownership of client outcomes.
- Work alongside experienced insurance professionals, with collaboration and support on larger corporate accounts.
- Enjoy a hybrid arrangement with up to 2 days WFH if desired.
- Parking at the office, to allow the comfort of driving to work.
- Competitive Salary: Earn $100,000 – $120,000 + Super, depending on experience.
