Account Executive
HybridSydney, New South Wales, Australia
Job Summary
Provide trusted consulting advice on group life and salary continuance insurance to a portfolio of SME clients across Australia. Work closely with the placement team on renewal and placement activity, including insurer negotiations, policy documentation, and client reporting. Identify and develop new business opportunities within your portfolio to deepen client relationships. Collaborate with specialists to manage complex client needs and maintain accurate records while upholding compliance standards. This client-facing role supports a team that values collaboration and practical problem-solving, requiring at least three days of onsite presence per week in Sydney.
Required Qualifications
- Excellent client relationship skills, with the ability to communicate confidently at all levels
- Experience managing multiple priorities in a client service, insurance or financial services environment
- Well-developed analytical skills and the ability to turn complex information into clear, practical advice
- High attention to detail in policy documentation, reporting and record keeping
- Appropriate approval to work in Australia
- Completion of a criminal & bankruptcy check prior to commencement of employment
- Ability to work at least three days a week in the office
Desired Qualifications
- Experience in group life, salary continuance or related insurance products
- A collaborative approach and confidence working with internal specialists and external partners
- The propensity for building client relationships and identifying opportunities for growth
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