Protectit is a boutique insurance consulting service that genuinely believes in the
value and importance of quality insurance advice. Our mission is to protect the
welfare of our clients through tailored insurance solutions that meet their unique
needs and circumstances.
We pride ourselves on delivering exceptional service, building long-term client
relationships, and helping businesses manage risk with confidence. Due to continued
growth, we are seeking an experienced and motivated Insurance Account Executive
to join our team.
This is an exciting opportunity for a relationship-driven insurance professional who
enjoys managing a portfolio while actively identifying opportunities to grow and
strengthen client accounts.
You will be responsible for delivering exceptional service, retaining and expanding
existing business, and developing trusted relationships with clients, insurers, and
referral partners. The successful candidate will be comfortable working
independently, taking ownership of their portfolio, while also contributing to a
collaborative and supportive team environment.
- Manage a portfolio of commercial insurance clients and act as their trusted
- advisor.
- Manage the full renewal cycle, including submission preparation, insurer
- negotiations, placement of cover, and policy implementation.
- Identify opportunities to cross-sell and upsell insurance solutions that add
- value to clients.
- Drive client retention through proactive relationship management and service
- excellence.
- Build and maintain strong relationships with insurers, underwriters, clients,
- and key stakeholders.
- Negotiate competitive terms and favourable outcomes for clients.
- Provide timely advice regarding policy coverage, risk exposures, and
- insurance solutions.
- Generate new business opportunities through networking, referrals, and
- relationship development.
- Maintain accurate client records and ensure all documentation is compliant
- and up to date.
- Respond promptly and professionally to client enquiries and requests.
We are looking for a highly motivated and commercially minded professional who
enjoys building relationships and delivering results.
Essential Skills & Experience
- Previous experience in insurance broking, account management, business development, or a similar insurance role.
- Tier 1 Qualification (Essential).
- Demonstrated ability to build, retain, and grow client relationships.
- Strong sales and business development capability, with a proactive approach to identifying opportunities.
- Excellent communication, negotiation, and interpersonal skills.
- Strong organisational skills and attention to detail.
- Professional presentation and customer-focused mindset.
- Solid Microsoft Office skills, including Outlook, Excel, and Word.
Personal Attributes
- Self-motivated with the ability to work autonomously and manage your own workload effectively. Results-driven with a strong sense of accountability and ownership.
- Commercially minded with a genuine passion for helping clients protect their businesses.
- A team player who contributes positively to company culture and supports colleagues.
- Positive, energetic, and proactive approach to client service and relationship management.
- Ability to thrive in a fast-paced environment while maintaining a high standard of work.
- Competitive salary package.
- Supportive and collaborative team environment.
- Opportunity to play a key role in the growth of a respected boutique
- brokerage.
- Ongoing professional development and career progression opportunities.
- A workplace that values initiative, client relationships, and high performance.
If you’re an experienced insurance professional who enjoys combining exceptional
client service with business development and relationship management, we’d love to
hear from you.
Apply now and become part of a team that values expertise, accountability,
and outstanding client outcomes.
