Step into a true portfolio management role with a global brokerage!!
An opportunity has arisen for an experienced Senior Account Executive to take ownership of a substantial Northern Rivers portfolio. This legacy book is now being transitioned to the Gold Coast creating an exciting opportunity for a broker to reinvigorate client engagement and drive growth.
This is not a support role and not a stepping stone opportunity — this is a position for a proven broker who can independently manage, retain and grow an established book.
The portfolio sits in the upper mid-market to corporate segment and includes a strong Education focus, alongside a diverse mix of industries. The book features more complex risks, including multinational placements, making this an ideal role for a technically capable broker who enjoys working across sophisticated programs.
Who will you be working with?
You'll join a collaborative Gold Coast team led by an experienced and supportive leader, working alongside four other Client Managers and a dedicated Corporate Services support function. The team is well-balanced in experience and tenure, offering a strong, low-ego environment focused on delivery and client outcomes. This hire is a key addition to the team as they continue to strengthen capability and performance.
What are the benefits?
* Competitive salary – $140-160k package (flexible for the right candidate)
* Attainable annual bonus
* Established $700k portfolio with scope to refine and rebalance
* 3 days in office with flexible working arrangements
* Exposure to complex, multinational and corporate risks
* Full internal broking, claims and technical support available
* Some travel may be required in Northern Rivers region
What will you be doing?
* Take ownership and transition of an existing portfolio, maintaining strong retention
* Re-engage clients and drive improved outreach across the book
* Lead client meetings and manage insurance programs end-to-end
* Confidently engage with senior stakeholders including CFOs and executives
* Identify growth opportunities and contribute to new business activity
* Manage more complex placements, including multinational risks
What do you need?
* Demonstrated experience managing a significant portfolio as the primary contact
* Strong technical capability across commercial and corporate products
* Experience with upper mid-market to corporate clients
* Confidence engaging with senior stakeholders and decision-makers
* Proven ability to manage, retain and grow a portfolio
* A self-starter mindset with a strong sense of ownership and accountability
* A low-risk, team-oriented behavioural style that aligns with a collaborative environment
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