Insurance Broker / Account Executive – Commercial Portfolio

Melbourne VIC
Full Time – Insurance Brokerage

(Tier 1 Insurance Broking qualification essential; Melbourne residency highly preferred.)

Take ownership of a warm commercial portfolio in a modern, growth‑focused brokerage

We’re looking for an Insurance Broker / Account Executive who loves building relationships, managing renewals and diving into policy wordings to deliver real value. If you enjoy understanding products, comparing coverage and working closely with clients, this is the role where you’ll thrive.

You’ll step into an established portfolio of long‑standing clients, supported by a dedicated admin and offshore processing team - giving you more time for strategy and technical development.

Why You’ll Love This Role

• Competitive salary package (base + superannuation + commission + incentives)

• High earning potential for brokers who bring in their own portfolio

• Established portfolio with loyal, relationship‑driven clients

• Dedicated processing support

• Hands‑on claims management with full client ownership

• Exposure to a wide range of commercial products and policy wordings

• Clear pathway to Senior Broker / Senior Account Executive roles

• Flexible, autonomous working environment

• Supportive, modern, growth‑focused culture

What You’ll Be Doing

• Manage and retain an existing portfolio of commercial clients

• Build strong, long‑term client relationships

• Conduct renewal reviews and provide strategic insurance advice

• Analyse policy wordings, compare products and identify coverage gaps

• Negotiate with insurers to achieve competitive outcomes

• Identify cross‑sell and upsell opportunities

• Manage claims end‑to‑end for a more hands‑on client experience

• Work closely with our support team to ensure a smooth client journey

• Stay across market developments, emerging risks and new products

About You

You’re a broker who enjoys both people and policy detail. You communicate well, build trust quickly, and take pride in understanding how coverage works.

You may be:

• An experienced Account Executive or Insurance Broker

• An Assistant Broker ready to step up (Minimum 2 years’ experience in industry)

• Someone with strong commercial insurance experience seeking more autonomy

Highly Regarded (Not Essential): Vietnamese Language Skills

We service a number of Vietnamese‑speaking clients. The ability to communicate in Vietnamese is highly valued, but not mandatory. If you’re bilingual and enjoy supporting clients in their preferred language, you’ll make an immediate impact.

You’ll ideally bring:

• Tier 1 Insurance Broking qualification

• Minimum 2 years’ experience in industry

• Experience managing commercial insurance clients

• Strong communication and relationship‑building skills

• Interest in policy analysis and product discovery

• High attention to detail and follow‑through

• Ability to manage renewals and portfolios independently

• A proactive, solutions‑focused mindset

About Us

We’re a growing brokerage with a model designed for modern brokers. With strong operational support and a focus on relationships, technical capability and client outcomes, we offer a place where you can make a real impact and grow your career as the business expands.

If you’re looking for a role where you can build meaningful client relationships, deepen your technical expertise and take ownership of a warm portfolio, we’d love to hear from you.

Apply Now

Submit your application or reach out for a confidential discussion.