Account Executive – Insurance Broking

Location: Wembley, Perth| Reporting to: State Executive – WA

Type: Full-time | Flexible work arrangements available

About the Role

We are seeking an experienced and driven Account Executive to work with Senior Account Managers to manage and develop a portfolio of our top-tier clients including manage own portfolio.

This role is ideal for a results-focused individual with a strategic mindset who thrives in building strong client relationships while driving business growth.

Key Responsibilities

• Manage and support a portfolio of client accounts, focusing on relationship building and retention.
• Support and manage pre renewal, renewal and post renewal activities, including quotations, endorsements, certificates of currency and creating renewal reports.
• Identify and convert new business opportunities through proactive relationship building and networking.
• Manage complex renewals, ensuring deadlines are met and clients’ evolving needs are addressed.
• Attend client meetings
• Conduct comprehensive reviews to identify potential risks, ensuring clients are protected with the most suitable coverage.
• Work closely with in house Claims Manager to ensure equitable claims settlements
• Develop and manage key stakeholder relationships with Senior Brokers and Underwriters

About You

• Must have Minimum 5 years’ experience as an Insurance Broker
• A results-oriented mindset with a strong drive to pursue new business opportunities and consistently deliver outstanding results.
• A master of client relationships with exceptional communication, quick-thinking, and a solutions-focused approach.
• Understanding of business risks in property, construction, mining, manufacturing and engineering industries
• Exceptional communication, stakeholder engagement, and negotiation skills.
• Proactive, self-motivated, and dedicated to securing positive outcomes for clients.

Qualifications/Skills

• Tier 1 or Diploma-level qualification in Insurance Broking.
• Experience with Broking Systems such as Insight, Winbeat and OfficeTech
• Strong administrative and organizational skills with a focus on accuracy and meeting deadline including invoicing procedures and file management

What We Offer

• Competitive salary package, bonuses and benefits.
• A dynamic workplace with opportunities for career progression and development.
• Modern office located in Wembley, Perth. Car Parking included
• Opportunity to engage with Australia’s best brands and companies.
• Opportunities to give back to the communities in which we work and live.

About Us

Aviso Specialty is no overnight success story. We’re a brand built on the sturdy foundations provided by the acquisition of Arete Risk & Insurance Solutions and Fitzpatrick & Co Insurance Brokers. These brokerages earned their respected reputations over many decades of service to their wide-ranging clients. It’s our turn to continue to same proud tradition underpinned by personalised service, deep experience, and an ever-present professionalism.

With over 140 staff, and 8 locations around Australia, we are excited to continue our journey of rapid growth. We now have an exciting opportunity for an enthusiastic Account Manager to join the team based in Perth!