Senior Insurance & Risk Advisor
Proactive Insurance Management
Posted 5 days ago
Looking for something a bit different within the insurance industry? An opportunity to develop and diversify your skills within a fast-growing boutique brokerage?
We are a vibrant and dynamic boutique brokerage located north of the river. We push the boundaries of excellence, delivering outstanding service, advice and professional insurance management to commercial and high-value clients nationwide.
The Opportunity
As part of our growth strategy, we are seeking a client-focused, experienced insurance broker to lead a small team and deliver the exceptional standards of advice, professionalism and customer service that are the cornerstone of our business.
Based in our modern offices in the Northern Suburbs, your main focus will be supporting the growth and retention of our existing portfolio, whilst assisting to secure new business opportunities. You will also play a key role in the leadership and development of our small brokerage team, as a senior employee.
As the Senior Insurance and Risk Advisor, your strengths will include a demonstrable drive to delivering exceptional customer service, outstanding communication and presentation skills, a strategic approach and a keen eye for detail. You will be an exceptional and knowledgeable broker, and employ a collaborate approach to leading and working with our team.
Key responsibilities include:
· Driving the renewal lifecycle of a portfolio of commercial and retail clients. This includes leading renewal negotiations, re-quotes and placements with the market, in a professional and timely manner to secure positive outcomes for our clients.
· Day to day portfolio management including additions, deletions, amendments and endorsements as required.
· Supporting the acquisition of new client opportunities, together with securing new leads that are generated externally or within the business.
· Identifying other revenue enhancement opportunities within the existing portfolio.
· Ensuring attention to detail is always given, all information is accurate and correct, with all tasks being undertaken in a timely and efficient manner.
· Advising and supporting our team to ensure timely and accurate completion of client-driven tasks and activities.
Essential Requirements:
· Solid general insurance experience (5 years plus) within the SME & Commercial Sectors
· Tier 1 Broking (as a minimum) or Diploma of Financial Services (Insurance Broking)
· Previous experience in utilising Steadfast Client Trading Platform, Sunrise and MicroSoft Office 365.
About Us:
We are a vibrant team with a diverse background of industry know how. Working in collaboration on client accounts, we share experience, expertise and ideas to enhance our service offering.
Having forged long term relationships with our industry partners, our reputation with underwriters and underwriting agencies is second to none.
Our approach to managing clients is simple. We place the client at the heart of everything we do and always strive to deliver the best possible outcomes for them. As a result, we have one of the highest client retention rates in the local market.
As a progressive and free-thinking organisation, we value our people, their input and their life experiences. This way, we always add diversity to what we do and how we do it.
What we offer:
Salary package dependent upon experience, within the advertised range
Flexibility working to support work/life balance and personal commitments.
Free Parking Space
To Apply:
For a confidential discussion, please contact Lee on [phone number]
Please submit your CV and covering letter to [email protected]
Confidentiality will always be paramount in our dealings.
Australian Citizens or Permanent Residents only. Overseas or recruitment agency applications will not be considered.
About Proactive Insurance Management
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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