Insurance Account Executive

Build your insurance career in a progressive, specialist environment

This is an excellent opportunity for an insurance professional with around two years of experience to join a Melbourne Insurtech specialising in the wealth and financial services sector.

Working with experienced colleagues, you will manage day-to-day client needs, support insurance placements and build relationships with insurers in Australia and Lloyd’s of London. The role offers broad exposure to financial lines risks, complex insurance programs and clients across financial advice, wealth management and investment platforms.

• The role
• Manage day-to-day client and policy requirements
• Assist with new business, renewals and insurance placements
• Prepare submissions and obtain terms from insurers
• Review policy documents, coverage and endorsements
• Communicate with clients, insurers and referral partners
• Support negotiations with Australian and London insurance markets
• Maintain accurate client and policy information
• Assist with claims, reporting and general insurance enquiries
• Use technology and data to improve workflows and client outcomes

About you

You will have minimum two years of experience in insurance broking, financial lines, placement or a related insurance role. Experience within wealth management or financial services insurance will be highly regarded, but is not essential.

You will be organised, commercially aware and confident communicating with clients and insurers. You will also bring strong attention to detail, a willingness to learn and a genuine interest in building specialist insurance expertise.

Why consider this role?

• Exposure to specialist financial lines insurance
• Hands-on experience across the full insurance cycle
• Access to Australian and international insurance markets
• Support from an experienced and collaborative team
• Modern systems and a strong focus on technology
• Genuine opportunities to develop your technical and commercial skills

To apply, please contact:

Kiera Brown
[email protected]
[0409 598 111](tel:0409 598 111)