CareerPlan

Account Executive

Melbourne, VictoriaFull-time2026-10-28 → 2026-11-11
Hybrid · Australia

Core

Managing a portfolio of industry insurance schemes, delivering service to members and sponsors, and driving new business and renewals.

Role type

Account Executive (Insurance Broking)

Builds

Insurance schemes and policies for corporate sponsors and scheme members

Domain

Insurance / Risk Management

Required skills

Technical insurance knowledge, client service mindset, Tier 1 Insurance Broking Compliance qualification, experience in group/SME/scheme environments, underwriting/claims/broking exposure, Microsoft suite proficiency, broker systems/platforms proficiency

Preferred skills

Highly client-focused, proactive self-starter, detail-oriented, creative problem solving, ability to handle confidential information

Technologies

Microsoft suite, broker systems/platforms

Responsibilities

Managing a portfolio of insurance schemes with care and commercial awareness, Delivering outstanding service to scheme members and corporate sponsors, Driving new business and renewal processes including policy binding and invoicing, Preparing quotations and placing slips, Supporting pre-renewal and broking meetings with documentation, Producing renewal reports and insurance manuals

Seniority

Mid-Senior, hands-on IC