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Account broker

Melbourne
Xprt Dev
Broker
Posted: 27 November
Offer description

Hybrid

Posted 1 day ago

Account Broker - Crucial Insurance

Join this award winning commercial insurance team delivering advisory-led solutions and real career growth on the Sunshine Coast.


Step Into a Career That Means More

Crucial Insurance & Risk Advisors is an award-winning boutique insurance advisory firm that helps businesses navigate risk with confidence. Founded by Tony Venning, a recognised industry leader with international experience, Crucial combines deep technical expertise with genuine care for clients. The firm's approach is advisory-led, not transactional, focusing on building long-term relationships and delivering professional, tailored solutions.

Recognised for excellence as NIBA Broker of the Year (QLD, 2021) and Advisr Top Insurance Broker (QLD, 2020 and 2022), Crucial has built a reputation for quality, integrity and results. The company offers an environment where ambition and professionalism are valued, and where individuals can grow their careers within a supportive, high-performing team.


The Opportunity

This opportunity is designed for an Account Broker who is ready to take the next step in a professional insurance career. The role offers a clear career pathway from Account Broker to Account Executive and ultimately Account Manager.

Working closely with Senior Account Managers and Account Executives, the successful candidate will support client portfolios across renewals, endorsements, claims, and compliance. The position is intended to build the technical, client service and advisory skills required for long-term success in the insurance industry. It is a career role, not a transactional one.


What You'll Do

* Support Account Executives and Senior Account Managers with client servicing, renewals and new business preparation
* Prepare quotations, documentation and client correspondence with precision and care
* Assist with claims processes to ensure clients receive timely and high-quality support
* Maintain accuracy and compliance across client records and internal systems
* Collaborate within a professional, supportive team that values growth, accountability and quality outcomes


What You Bring

* One to two years of experience in insurance or financial services, with broking experience highly regarded
* Tier 2 Insurance Broking qualification (Tier 1 desirable)
* Strong attention to detail and a commitment to quality
* A professional, proactive mindset and pride in delivering accurate, thorough work
* A genuine interest in developing a long‑term career in advisory‑led broking


Who This Is Not For

This position is not suited to candidates seeking a commission‑heavy, sales‑driven or call‑centre style environment. It will not appeal to those who prefer high‑volume transactional work or short‑term roles focused solely on sales quotas.

Crucial seeks professionals who value depth over volume, who take pride in precision and client outcomes, and who wish to build a sustainable, respected career in insurance advisory.


Why Join Crucial

* Professional, boutique environment that combines technical excellence with a personal approach
* Award‑winning team recognised for advisory quality and client trust
* Advisory‑led culture focused on meaningful relationships, not transactional churn
* Clear career pathway from Account Broker to Account Executive and Account Manager
* Mentorship and development opportunities from experienced industry leaders
* People‑first, collaborative culture that values integrity and growth
* Sunshine Coast location offering genuine work‑life balance within a forward‑thinking business


Build Your Future with Crucial

This is an opportunity to build a meaningful career with a respected, client‑first insurance advisory firm. Crucial Insurance & Risk Advisors offers a professional, growth‑oriented environment where success is defined by quality, integrity and impact.

Applicants ready to move beyond transactional broking and pursue a long‑term advisory career are encouraged to apply.


How to Apply

If you're ready to step into this leadership role and make a meaningful impact, we'd love to hear from you.

To be considered for the next stage, please submit: Your up‑to‑date resume; A tailored cover letter specific to this opportunity. Your cover letter is your chance to stand out — we value thoughtful, relevant applications over generic submissions.

Once submitted, you'll be asked to complete a short questionnaire. If shortlisted, you'll then be invited to progress through further online assessments.

We commit to contacting every candidate so you will know where your application is at.

Should you require further information to complete your application please contact

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