CareerPlan

Account Executive

Sunshine Coast, QueenslandFull-time2026-10-10 → 2026-10-22

Core

Support Account Managers in servicing SME and Commercial client portfolios by preparing quotes, renewals, and policy documentation.

Role type

Account Broker / Account Executive

Builds

Tailored insurance solutions for SME and Commercial clients

Domain

Insurance Broking

Deliverable

client delivery

Required skills

General insurance product knowledge, quote preparation, policy documentation, endorsements processing, client relationship management, internal team coordination

Preferred skills

Tier 1 Insurance Broking qualification, financial services certifications, 1–3 years experience in insurance broking or underwriting

Technologies

Insurance management systems

Responsibilities

Prepare quotes, renewals, and policy documentation; Support Account Managers in servicing client portfolios; Respond to client queries and process endorsements; Maintain client relationships; Coordinate with underwriting and claims teams

Seniority

Junior to Mid-level, hands-on IC