Blake Oliver

Account Manager - Financial Lines

Blake Oliver

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Closing date: Nov 13th 2021

Job Description

Posted 7 months ago

Close to public transport, this long standing brokerage has been going from strength to strength. The business has grown organically since day dot and is recently grown in the Financial Lines space - particularly P.I.

The role:
  • Managing a book of financial lines mid market and SME clients
  • Recommend which insurer offers the best coverage for clients
  • Facilitate good underwriter relationships
  • Quote new business
  • Retain clients through good relationships with clients and underwriters
  • Processing renewals before due date to ensure clients are covered
  • Endorsements
  • Assisting with claims processing


Your Experience:
  • At least 2 years experience
  • Either an Account Executive or an Assistant Account Executive looking to take the next step in their career.
  • Knowledge of Financial lines products P.I, D&O Cyber etc
  • Ideally but not essential - experience using winbeat and sunrise systems.
  • Someone with good attention to detail.
  • The ability to work in a team 
  • Experience retaining clients, quoting new business.
  • Endorsements, renewals.


To express your interest in this position, please submit your resume through the 'Apply Now' button or for a confidential chat please contact Julia Cooke on 0452 442 733.

Job Summary

Melbourne, VIC Location
Full Time Job type
To be negotiated Salary

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Blake Oliver

Blake Oliver

Blake Oliver