Account Executive - Financial Lines

Experienced Financial Lines Account Executive required by a leading national brokerage in Melbourne CBD

Your new company

This is a modern, forward‑thinking and growing national insurance brokerage based in Melbourne’s CBD, with a strong reputation in the property, commercial and general insurance space. The business continues to invest heavily in its people and platforms, offering flexibility, genuine career progression and exposure to complex, high value risks.


They are seeking an experienced Financial Lines Account Executive to manage and grow a portfolio of professional and corporate clients. This is a flexible, CBD-based role and represents an excellent next step for a broker with strong financial lines experience who is looking to work with sophisticated clients and insurers.


Your new role

As a Financial Lines Account Executive, you will be a key part of a specialist broking team, managing a diverse portfolio of clients across professional services, SMEs and mid-market corporates. The role combines technical financial lines expertise, stakeholder management and strategic negotiation to deliver tailored risk transfer solutions.

  • Managing and retaining a portfolio of financial lines clients, ensuring strong service standards, retention and long-term client relationships

  • Designing and presenting tailored insurance programmes and renewal strategies across classes including D&O, Professional Indemnity, Cyber, EPL and Management Liability.

  • Leading renewal negotiations with insurers and underwriting agencies to secure competitive terms and appropriate coverage structures.

  • Acting as a trusted adviser to clients, providing clear and practical advice on coverage, endorsements, policy interpretation and claims implications.

  • Supporting and coordinating claims alongside specialist claims teams, insurers and external advisers to achieve timely and commercial outcomes.

  • Identifying new business and cross-sell opportunities through existing relationships, referrals and collaboration with internal stakeholders

  • Ensuring adherence to RG146 requirements, AFSL obligations and internal governance frameworks, with accurate file and compliance management

  • Staying up to date with emerging risks, regulatory changes and market developments affecting financial lines.

  • Working closely with colleagues across broking, claims and support teams to deliver consistent service and meet business objectives.

  • Maintaining Tier 1 qualifications and completing ongoing professional development to support your technical capability.


What you'll need to succeed

To be considered for this position, you will bring:

  • A minimum of 3 years’ experience in insurance broking, with strong exposure to financial lines risks.

  • Proven ability to independently manage financial lines renewals and ongoing client servicing.

  • Tier 1 RG146 qualifications.

  • Strong systems capability and experience working with leading broking platforms.

  • Excellent communication skills, with the confidence to engage with senior stakeholders, underwriters and professional clients.

  • Full, unrestricted working rights for Australia.


What you'll get in return

This role offers a strong and competitive package, including:

  • Salary between $90,000 and $110,000 plus super, negotiable based on experience

  • Hybrid working model (2–3 days in the office).

  • Melbourne CBD location with excellent transport access.

  • Clear and genuine career progression opportunities from day on.

  • Access to wider employee benefits, wellbeing initiatives and team events.


What you need to do now

If you’re interested in this opportunity, click ‘apply now’ to submit an up-to-date CV, or contact Sam Puddephatt at Samuel.Puddephatt@hays.com.au for a confidential discussion. If this role isn’t quite right, but you’re open to exploring the market, feel free to get in touch to discuss alternative opportunities.



LHS 297508

Summary

Job Type
Permanent
Industry
Insurance
Location
VIC - Melbourne CBD
Specialism
Insurance
Pay
Up to $110,000 + Super
Ref:
2991811

Talk to a consultant

Talk to Samuel Puddephatt, the specialist consultant managing this position, located in Melbourne
1 Melbourne Quarter, Level 9/699 Collins St, Docklands,

Telephone: +61386168434

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