Assistant Insurance Broker / Account Executive - Commercial

Support brokers on SME/commercial clients, gain exposure to complex risks, and grow your broking career. Your new company
This is a well-established insurance brokerage that has built a strong reputation for delivering tailored solutions to SME and commercial clients. Known for its strong commitment to client service and technical expertise, this organisation offers a professional environment where your skills and experience will be valued. The business has a focus on long-term relationships and quality outcomes for their clients, and this is an excellent opportunity to join a team that is passionate about supporting businesses across diverse industries. This role is based in Melbourne's Northern Suburbs, with a collegiate and supportive team that offers excellent career development.

Your new role
As an Assistant Account Executive, or Insurance Broker Assistant, you will assist with a portfolio of SME and commercial clients, providing tailored advice and assisting with the management of their insurance needs. You will work closely with clients to understand their risks, negotiate competitive terms with insurers, and ensure policies are accurate and compliant. This role offers variety and challenge, with exposure to a broad range of industries and complex placements.

Your responsibilities will include:

• Assisting senior brokers with managing a diverse portfolio of SME and commercial accounts.
• Preparing and processing policy documentation, endorsements, and renewals.
• Coordinating with insurers to obtain quotes and negotiate terms.
• Maintaining accurate client records and ensuring compliance with regulatory requirements.
• Providing exceptional client service and responding to queries promptly.
• Contributing to the smooth running of the team and supporting projects as required

What you'll need to succeed

• Ideally, 12 months of experience in insurance (broking, underwriting, or claims), ideally with a focus on commercial broking.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• A proactive, can-do attitude and a willingness to learn.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Tier 1 or Tier 2 qualifications (or willingness to obtain) will be highly regarded.

What you'll get in return

• Career development opportunities with a reputable and growing insurance brokerage.
• Work in an ambitious and growing commercial team with strong client ownership.
• Exposure to commercial insurance risks, including complex placements.
• Structured training and mentoring from experienced professionals.
• A supportive and inclusive team culture.
• Competitive salary package and benefits.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Sam Puddephatt on [email protected] now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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