Financial Lines Account Manager

An excellent opportunity has arisen for an experienced Financial Lines Broker to join a well-established and highly regarded insurance brokerage in Melbourne.

You will be responsible for managing and developing an established portfolio of Financial Lines clients, providing technical advice, negotiating with insurers and delivering exceptional client service.

Working alongside experienced brokers, claims specialists and underwriters, you will have the opportunity to further develop your technical expertise while building long-term client relationships.

This position would suit an Account Manager, Account Executive or experienced Financial Lines Broker looking for greater responsibility, a quality portfolio and genuine career progression.

Key Responsibilities

Broking & Client Management

• Manage an established portfolio of Financial Lines clients, including renewals, endorsements, new business and ongoing servicing.
• Provide advice across Financial Lines products including Professional Indemnity (PI), Directors & Officers (D&O), Management Liability and Cyber Insurance.
• Develop and maintain strong relationships with clients, ensuring a high standard of service and advice.
• Negotiate with insurers and underwriters to secure competitive terms and appropriate coverage.
• Identify opportunities for portfolio growth, cross-selling and new business development.
• Conduct client reviews and provide recommendations based on individual risk exposures.

Technical & Claims Support

• Provide technical advice on Financial Lines policies, coverage and emerging risks.
• Work closely with claims specialists to support clients throughout the claims process.
• Review client risk information and policy wordings to ensure appropriate coverage is in place.
• Maintain strong relationships with insurers and stay informed of market developments.

Skills & Experience

• Previous experience in insurance broking, ideally with a strong focus on Financial Lines.
• Sound knowledge of Financial Lines products including PI, D&O, Cyber and Management Liability.
• Experience managing client relationships and an insurance portfolio.
• Strong technical knowledge with the ability to negotiate effectively with insurers.
• Excellent communication, relationship management and organisational skills.
• A proactive, client-focused approach with a genuine interest in developing long-term relationships.

Qualifications

• Tier 1 Insurance Broking qualification (required).
• Relevant tertiary qualifications highly regarded but not essential.

What's on Offer

• Competitive salary package plus bonus.
• Flexible working
• Established portfolio of loyal, high-quality clients.
• Supportive and collaborative team environment.
• Ongoing professional development and genuine career progression.
• Opportunity to further develop your technical expertise within a respected brokerage.

For an immediate discussion regarding the above opportunity, please apply or email jamesg@kennedyreid.com.au.