Account Executive

About Us

Fortuna Insurance Services provides tailored Business and General Insurance broking solutions, backed by a combined experience of 50 years in the insurance industry. Fortuna Insurance Services is part of the Fortuna Advisory Group.

About The Role

Our Fortuna Insurance Services team is growing and is now seeking an experienced Insurance Broker for the position of Account Executive to provide high-quality broking support for our insurance broking division. This role is ideal for a knowledgeable insurance broking professional who is proactive, client-focused and committed to delivering exceptional service.

Key Responsibilities

• Providing professional advice to clients across various sectors on insurance products, coverage options, and risk management

• Preparing and presenting insurance quotations, renewals and reports

• Liaising with underwriters and insurers to negotiate competitive terms

• Claims management and providing technical broking support

• Ensure compliance with industry regulations and company policies

• Maintaining accurate client records and documentation using broking systems

• Responding to client enquiries professionally and within agreed service standards

• Identifying process improvement opportunities to enhance efficiency and effectiveness

• Managing and growing a portfolio of insurance clients

• Supporting business development through existing client interactions and identifying new opportunities

Key Skills & Experience

This is an excellent opportunity for an experienced professional looking to further develop their career in Insurance Broking.

• Tier 1 Insurance Broking qualification

• Previous experience within the insurance broking industry (minimum 3 years and desirable 5 years)

• Experience in broking software (Winbeat, Insight or similar) (Insight experience preferred)

• Diploma or higher qualification

• Excellent customer service skills and thorough product knowledge

• A proactive, can-do attitude with high attention to detail

• Ability to work independently with minimal supervision

• Strong teamwork and relationship-building skills

• Ability to explain the claims process clearly to clients

• Excellent written and verbal communication

• Strong organisational skills with the ability to multi-task and learn quickly

Benefits & Culture

• Opportunities for ongoing professional development, including the chance to attend fully funded annual conferences at local, national and international levels.

• Quarterly recognition incentives

• Potential for flexible working arrangements after probation

• Friendly and supportive work environment in West Perth

• Attractive base salary package

• Ongoing investment in training and career development

If you’re a motivated insurance broking professional looking for a supportive team and career growth, we invite you to apply today.

 🔗 Follow Fortuna on LinkedIn:

https://www.linkedin.com/company/fortunainsurance/

🌐 Website:

https://www.fortunaadvisors.com.au/