About the Job

Laverne Capital Pty Ltd is seeking a dedicated and experienced full-time Consultant & Coordinator to join our professional team in Sydney. This role is crucial in providing our clients with expert advice and tailored insurance solutions across a range of business and commercial products. You will be responsible for understanding client needs, assessing risks, sourcing appropriate coverage from the market, and managing client relationships. This is an excellent opportunity for a dedicated professional looking to further their career in a supportive and growth-oriented environment.

About the Company

Laverne Capital is a Sydney-based financial services firm offering a comprehensive range of solutions across investment and insurance. Licensed under AFSL 482937, the company operates from its Harris Park headquarters with additional offices in Melbourne, Brisbane, and Adelaide. With a reputation for professionalism and client-focused service, the firm positions itself as a trusted partner for both personal financial planning and insurance provider.

Key Duties and Responsibilities

Interviewing prospective and existing clients to understand their specific insurance requirements, clearly explaining policy conditions, coverage details, premium structures, and associated benefits.

Conducting thorough risk assessments and needs analyses to recommend appropriate types and levels of insurance coverage.

Researching, evaluating, and comparing insurance products from a diverse range of insurers to find the most suitable and competitive options for clients.

Arranging and placing insurance cover on behalf of clients with various insurance companies and underwriters.

Negotiating policy terms, conditions, and premiums with insurers to secure the best possible outcomes for clients.

Advising clients on significant changes in their risk profile or in the insurance market that may impact their coverage.

Managing client portfolios, including policy renewals, endorsements, and handling client inquiries in a timely and professional manner.

Assisting clients with the claims process, acting as an advocate to ensure fair and prompt settlement.

Developing and maintaining strong relationships with clients, insurers, and other industry stakeholders.

Ensuring all activities adhere to strict compliance with relevant industry regulations (e.g., ASIC, Corporations Act) and company policies.

Keeping up-to-date with industry developments, new products, and legislative changes.

Requirements Added by the Job Poster

Qualifications:

A minimum of an AQF Diploma or higher qualification in Financial Services (Insurance Broking).

Tier 1 (Insurance Broking) RG146 compliance is essential.

Visa Status & Work Authorization:

No visa sponsorship

Applicants must have full, unrestricted work rights in Australia

Experience Required:

A minimum of 2+ years of demonstrated experience working as an Insurance Broker within the Australian general insurance market, particularly with business and commercial clients.

Proven track record in client relationship management, portfolio growth, and providing high-quality insurance advice.

Experience in handling complex claims is highly desirable.

Skills and Attributes:

In-depth knowledge of a broad range of general insurance products and the Australian insurance market.

Excellent verbal and written communication skills, with the ability to explain complex information clearly.

Strong negotiation, influencing, and problem-solving skills.

High level of attention to detail and accuracy.

Ability to work autonomously and as part of a collaborative team.

Proficiency in using insurance broking softwares and MS Office Suite.

Strong ethical standards and a client-first approach.