Account Manager – Insurance Broking
Location: Sydney, NSW
Work Model: Hybrid – 3 days in-office, 2 days working from home.


About the Role
My client is hiring an experienced Account Manager to join their Sydney-based insurance broking division. This is a dynamic opportunity to manage a diverse SME portfolio while contributing to a collaborative and supportive team culture. The role offers a mix of servicing, advisory, and growth responsibilities across a broad range of industries and insurance products.

Key Responsibilities

• Manage and service a portfolio of SME clients, with potential exposure to larger accounts depending on experience
• Develop a deep understanding of clients’ insurance programs and provide year-round support
• Maintain strong retention levels and identify growth opportunities within the portfolio
• Build and maintain effective relationships with clients, underwriters, and key stakeholders
• Provide advice and placement across multiple lines including SME Package, Property, Liability, Commercial Motor, Fleet, Financial Lines, and Retail Products
• Ensure compliance with internal processes including debtor management and renewals
• Submit marketplace proposals via Sunrise; Windbeat also used and easy to learn

Candidate Profile

• Minimum 4 years’ experience 
• Tier 1 Insurance Broking qualification required; Diploma preferred
• Strong communication and client engagement skills
• Demonstrates integrity, curiosity, and a proactive approach to learning
• Comfortable working independently and collaboratively
• Strong presentation and written communication skills
• Technologically proficient with MS Word, Excel, and PowerPoint