Role Description The Senior Account Executive plays a critical role within the broking team and is responsible for the end‑to‑end servicing, administration, and technical support of commercial insurance accounts. This role ensures exceptional client service delivery, accurate processing, underwriting coordination, and strong workflow management. Operating at a senior level, the position requires advanced knowledge of Australian General Insurance products, the ability to work autonomously, and a proactive approach to problem‑solving. The Senior Account Executive supports brokers with complex placements, prepares high‑quality client documentation, and upholds compliance standards across all activities. Key Responsibilities - Data processing in WinBeat: including to keep clients' files updated & record payments made and received; - Contact independent experts in the case of disputes and attend disputes tribunals; - Maintain good rapport with clients, insurers and provide an extremely high level of professional service to Clients and develop high quality relationships; - Monitor all claims status until settlement is complete; - Reviews and analyses loss histories for a wide variety of exposures and recommend appropriate measures to minimise losses; compares loss histories to premium costs to determine if charges are appropriate and commensurate with exposure and loss history; - Reviews and analyses insurance premiums and recommend appropriate products; - Review to meet review list timetables; - Obtain renewal invitations; - Obtain information from clients as necessary/requested; - Obtain quotes within compliance/ability level as requested/required (no client advice); - Provide general advice within compliance/ability level as requested by clients; - Prepare necessary client documentation; - Deal with incoming calls/documentation within compliance/ability level; - Manage Endorsements and Cancellations within compliance/ability level; - Prepare and submit documentation in support of various claims activities; - Analyse the claim and decide whether it is covered by the policy; - Appoint insurance loss adjusters and private investigators when required; - Manage long-term claims and reassess them regularly; - Make recommendations for the settlement of claims; - Inform clients if claims are accepted and how they will be allocated; - Organise payments to clients; - Organise the repair or replacement of lost items; - Make sure all enquiries and payments are dealt with quickly; - Delegate tasks to Assistant as negotiated/necessary; - Other tasks as requested/necessary. Qualifications - At least 5 years of Australian General Insurance - Must have Tier 2 ANZIFF certification - Must have experience in using Winbeat insurance software/tools - Must be working in an Insurance Brokerage company - Must have experience managing portfolio for multiple insurance lines - Experience with multiple insurance products/lines Benefits - Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. - Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. - Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. - Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles. Company Description Ready to Shape the Future? Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

Role Description The Account Executive, Financial Services is a mid-level sales and account development professional responsible for driving revenue growth at The Stemmler Group. This individual will focus on rekindling and expanding existing client relationships across the financial services sector, including banks, insurance companies, and payments companies, while proactively prospecting for new opportunities within these verticals. Compensation includes a competitive base salary plus performance-based incentives tied to revenue generation. On-target earnings are $150,000+, with upside for exceeding goals. Compensation structure will be finalized with the selected candidate. Main Activities and Responsibilities - Account Development and Outreach: - Proactively reach out to existing and lapsed account relationships to generate sales activity and rekindle engagement. - Leverage the company’s CRM platform (Zoho) daily to manage outreach cadence, track account activity, log interactions, and maintain an accurate and current pipeline. - Identify opportunities within existing accounts to expand the company’s footprint, including cross-selling and introducing the company’s AI-based platform. - Sales Execution and Relationship Management: - Meet and exceed individual revenue targets by converting outreach into qualified meetings, proposals, and closed deals. - Prepare and deliver compelling presentations tailored to C-level and senior executive audiences at banks, insurance companies, and payments firms. - Build and maintain strong, trusted relationships with key stakeholders across target accounts, demonstrating a proactive and consultative approach. - Participate in regular sales meetings; provide accurate pipeline forecasts and activity updates to leadership. - Champion the company’s AI-based platform offerings, staying current on product developments and effectively communicating value to prospects and clients. - Collaborate with leadership to share market feedback, refine messaging, and contribute to overall sales strategy. - CRM and Pipeline Management: - Maintain disciplined use of Zoho CRM to log all outreach, track deal stages, and ensure account data is accurate and up to date. - Use CRM insights to prioritize outreach and identify the highest-potential opportunities for re-engagement. Qualifications - 5–7 years of sales or account development experience, preferably within technology and/or financial services. - Proven track record of generating revenue through relationship-based selling, ideally with banks, insurance companies, or payments firms. - Strong interpersonal and relationship development skills; comfortable engaging and presenting to C-suite and senior executives. Requirements - Hard-working and highly self-motivated; takes initiative without waiting to be directed. - Entrepreneurial mindset with a hunter mentality; energized by outreach, follow-up, and building relationships from the ground up. - Polished communicator with executive presence; able to represent the company credibly at the highest levels of client organizations.

• Develop and execute your strategic and tactical business plan to drive revenue and large scale adoption of YubiKeys within the SLED Space • Own the revenue number (sell to and sell through) for your area by: • Expanding existing relationships • Defining and landing new strategic relationships • Providing thought leadership to customers and, when available, at industry events • Develop strong SLED champions who actively advocate for Yubico • Report to the Vice President of Public Sector and work directly with marketing and operations to drive scalable and efficient fulfillment • Develop the Yubico partner community to service the needs of your customers and prospects

• Conduct outbound sales efforts (calls, emails, video meetings, in-person visits) to engage potential marina partners. • Qualify leads through comprehensive discovery, understanding each marina’s goals, challenges, and processes. • Conduct product demonstrations tailored to each prospect’s unique needs, clearly articulating Dockwa’s value proposition. • Present proposals and lead pricing discussions, ensuring deals are structured to benefit both the client and Dockwa. • Build and maintain strong relationships with key decision-makers and influencers at marinas. • Accurately forecast revenue and maintain an up-to-date sales pipeline. • Gather and synthesize market feedback, relaying it to Product and Marketing teams to refine offerings and strategies.