Account Manager - SME

Posted 4 Days Ago
Be an Early Applicant
Melbourne, Victoria, AUS
In-Office
Entry level
Insurance • Professional Services
The Role
Manage a large portfolio of SME insurance clients across industries including construction, manufacturing, and property. Responsibilities include client retention, new business generation, renewals, endorsements, insurer communications, premium calculations, reporting, and delivering risk transfer solutions. The role requires strong general insurance knowledge, excellent communication, ownership, collaboration, and compliance with financial services broking requirements.
Summary Generated by Built In
  • Manage a mixed book of SME Clients

Our Client

Hooker & Heijden is representing an ambitious brokerage with sound leadership and strong expertise in Insurance and risk management in their search to secure an experienced Account Manager. With strengths in the SME & Mid-Market, this brokerage has experienced steady growth over the past few years, The successful applicant will join a business with an ambitious and collaborative culture.

The Role

You will work closely with a branch manager and the wider business, to play your part in the delivery of best-in-class insurance outcomes and risk transfer solutions to SME clients from a wide range of industry segments including Construction, Manufacturing, Property Owners and more. As the successful applicant you will:

  • Manage all aspects of a large SME portfolio.

  • Work collaboratively with stakeholders to deliver the best possible outcome for clients with a focus on client retention, revenue generation through New Business and the delivery of the full range of our client’s capabilities.

  • Ensure provision of excellent service to clients and the highest quality input to insurers including quoting renewals, processing of endorsements/amendments, preparing correspondence between our clients and underwriters, updating reports, premium calculations and allocations where required at the client’s direction.

Skills and Experience that will lead to success

  • Strong technical understanding of a broad range of General Lines general insurance lines

  • Highly self-motivated to take ownership and accountability

  • Excellent oral and written communication skills

  • Team Player who works well with others, in support of a national focus on the General lines of business

  • Post Graduate/Diploma or Degree in Bus/Finance/Commerce plus qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance) would be expected

Next Steps

Hooker & Heijden undertake a thorough recruitment process on behalf of our clients and candidates. Please express your interest in this role by submitting your interest via this advertisement. We will contact you to discuss this role, your experience, and other opportunities we may have that are appropriate.

As part of our compliance process, we will provide you with a privacy statement and candidate registration form to completed.

Hooker & Heijden and our Clients interview process includes telephone, video and in person interviews. Testing may also be part of the interview process.

Please note as part of securing your new position it may be a requirement of employment that you undertake background checks including but not limited to police, bankruptcy, banned register and qualification checks.

About Us

Insurance Broking is a core element of Hooker & Heijden’s recruitment services. We have successfully fostered and maintained relationships with leading brokerages including Steadfast and Austbrokers Members, allowing us to present a wide range of career and employment opportunities to Insurance Broking professionals.



Skills Required

  • Strong technical understanding of broad general insurance lines
  • Self-motivated with ownership and accountability
  • Excellent oral and written communication skills
  • Ability to work collaboratively as part of a team
  • Postgraduate qualification, diploma, or degree in business, finance, or commerce
  • Qualifications compliant with the Financial Services Reform Act, including minimum Tier 1 Broking Compliance
  • Experience managing SME insurance portfolios
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The Company
HQ: Melbourne
7 Employees
Year Founded: 2011

What We Do

Hooker & Heijden specializes in the recruitment of insurance and legal professionals, focusing on broking, underwriting, and claims sectors. They are a leading provider of recruitment services for B2B insurance professionals across Australia and New Zealand.

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