The Sales Executive plays a crucial role in lead generation, identification of opportunities, community engagement, and the provision of personalized insurance solutions for our clients.

You will develop and possess a deep understanding of various personal, business, farm, and other insurance products, and demonstrate exceptional customer service skills and the ability to build and nurture strong client relationships.

Primary Responsibilities

Customer Focus

Serve as the primary point of contact for assigned clients, building and nurturing strong relationships, and understanding their insurance needs and objectives

Act as a trusted advisor to clients, providing guidance on insurance products, risk management strategies, and industry trends

Conduct client meetings in accordance with our account management strategy to assess needs, identify opportunities, and address any concerns or issues

Collaborate as needed with colleagues across departments, including underwriting and claims, to deliver seamless service to clients

Address or escalate client enquiries and complaints within organisational and regulatory standards and timeframes

Business Development

Develop and execute strategic account plans to retain existing clients and acquire new business opportunities

Generate new business by implementing new client contact activities

Support the achievement of agreed retention targets by providing input and assisting with the execution of the Agency renewal management strategy

Collaborate with marketing and sales teams to develop innovative sales and marketing strategies to capitalise on market opportunities

Develop proposals, presentations, and insurance quotes (with the support of the broader Agency team) tailored to the specific needs of prospective clients, and follow-up with clients as required

Analyse market trends, competitor activities, and client feedback to identify opportunities for growth and improvement

Prepare and present reports, dashboards, and performance metrics to management to track progress and inform decision-making

Policy, Process and Procedures

Oversee the management of client accounts and successful execution in accordance with agreed client management strategies, developed with the support of operations and management

Ensure Salesforce Customer Relationship Management system is managed and updated daily

Identify any non-compliant issues/anomalies and resolve and/or escalate where required

Negotiate terms, pricing and coverage options with underwriting on behalf of clients

Coordinate with internal departments to resolve client inquiries, process policy endorsements, and facilitate claims handling as needed

Risk Management, Compliance and Continuous Improvement

Stay informed about industry trends, market conditions, and emerging risks to proactively address client needs and concerns

Collaborate with clients to develop and implement risk mitigation strategies to minimize potential losses and protect assets

Identify trends, opportunities, and challenges, and develop actionable recommendations to improve client satisfaction

Continuously strive to achieve high levels of regulatory compliance resulting in satisfactory Quality Assurance reviews

Team Leadership

Provide mentorship, guidance and leadership to junior team members, fostering a culture of excellence, collaboration, and continuous learning

Lead by example, demonstrating professionalism, integrity, and a commitment to delivering exceptional service to clients

General Duties and Responsibilities

Compliance with:

Code of Conduct, values, policies and procedures, directives, and communications

All Occupational Health and Safety regulations within the workplace including reporting hazards, incidents and near misses; taking care of your own health and safety and the health and safety of others

Participation in quality improvement activities across the organisation

Fire and emergency policy and procedures

Direction about any work-related spend within delegated authority

All client contact recorded in Salesforce

Annual Continuing Professional Development (CPD) requirements

Qualifications and Experience

Required

Police/ASIC clearance (or ability to obtain)

Demonstrated experience in sales, account management, or related roles, with a proven track record of success

Licenses/Certifications:

FNSASIC315 Tier 2 Provide General and Personal Advice in General Insurance

FNASIC513 Tier 1 Provide Advice in General Insurance (on-the-job support to obtain these qualifications)

Australian Driver’s License

Preferred

Strong understanding of insurance products, coverages, and risk management principles across various industries

AQF Certificate IV in General Insurance and/or other advanced industry qualifications (e.g. ANZIIF)

Competencies and Skills

Proficient in all Microsoft Office Products and with a high level of general computer skills

Flexibility, a can-do attitude, and willingness to learn

Excellent attention to detail and organisational skills

Excellent leadership, communication, and interpersonal skills, with the ability to influence and inspire others

Strategic thinker with a results-driven mindset and a demonstrated ability to drive business growth and achieve sales targets

Ability to thrive in a fast-paced environment, with strong analytical and problem-solving abilities

Advice/non-advice:

Advice: Subject to the attainment of appropriate Authorities, this role is authorised to provide financial product advice to retail customers in respect of General Insurance products. Financial product advice means a statement or recommendation made to a retail customer with the intention of influencing their decision in considering a general insurance product.

Global Disclaimer

The duties listed in this position description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee’s normal duties.

To Apply

If this sounds like you, click ‘Apply Now’ to submit your application.

Shortlisting for this position will commence immediately. You are encouraged to apply promptly as applications close once a suitable recruit is obtained.

For a confidential discussion regarding the role, please contact: HR Consultant, Tarra Carman on (02) 4940 8743.