Account Manager – General Insurance
McLardy McShane Insurance Advisors · Melbourne
Job description
About the role
The Account Manager will develop new business and service existing SME clients for general insurance products, working closely with the branch team to drive growth.
Key responsibilities
- Grow and service a portfolio of SME accounts, including quotations, policy documentation, and certificate issuance.
- Manage claims in partnership with the Branch Manager and underwriters.
- Prepare slips, presentations, reports and end‑of‑month requirements.
- Assist with debtor collection and budget management under guidance.
Required profile
- Diploma of Financial Services (desirable) and mandatory Tier 1 & Tier 2 licences.
- Ability to build relationships with clients, underwriters, and internal stakeholders.
- Strong client‑relationship and negotiation skills.
Required skills
- Technical insurance/broking knowledge meeting RG 146 requirements.
- Understanding of legislative obligations, claims processes and RG 271 internal dispute resolution.
- Proficiency with insurance industry systems and technology.
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Published 4 hours ago
Expires 1 month from now
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McLardy McShane Insurance Advisors
Melbourne