CareerPlan

Financial Lines Account Manager

Melbourne, VictoriaFull-time2026-10-20 → 2026-11-12

Core

Manage and develop a portfolio of Financial Lines clients, providing technical advice, negotiating with insurers, and delivering exceptional client service.

Role type

Financial Lines Account Manager / Broker

Builds

Insurance policies and coverage solutions for clients

Domain

Insurance / Financial Lines

Deliverable

client delivery

Required skills

Financial Lines broking experience, knowledge of PI/D&O/Cyber/Management Liability, client relationship management, portfolio management, negotiation with insurers, risk analysis

Preferred skills

Tier 1 Insurance Broking qualification, tertiary qualifications

Technologies

None stated

Responsibilities

Manage renewals, endorsements, and new business for Financial Lines clients; Provide technical advice on coverage and emerging risks; Negotiate terms with insurers and underwriters; Support clients through the claims process; Conduct client reviews and recommend coverage based on risk exposures

Seniority

Experienced IC