This Broker is looking for an experienced Senior Account Executive with experience managing a portfolio of SME and Corporate companies requiring financial lines - specifically Professional Indemnity coverage to inherit an existing book of business. This role is ideally suited to someone who lives in the Eastern Suburbs of Melbourne.
- Managing a book of P.I business, SME and Corporate clients $300- $400K
- Developing the portfolio to bring the book up to $500 - $600K eventually
- Mentoring, training and developing staff
- The ability to recommend which insurer offers the best coverage for clients
- Good underwriter relationships
- Quoting new business
- Retaining clients through good relationships with clients and underwriters
- Processing renewals before due date to ensure clients are covered
- Assisting with claims processing
- Experience managing a portfolio of financial lines business
- Knowledge of Financial lines product - P.I
- Ideally but not essential - experience using winbeat and sunrise systems.
- Someone with good attention to detail.
- The ability to work in a team
- Experience retaining clients, quoting new business.
- Endorsements, renewals.
If this sounds like you apply now for a confidential discussion.