Insurance Broker

INSURANCE BROKING or ASSISTANT INSURANCE BROKING

• Engaging role in a boutique insurance brokerage
• Hybrid role – work from home and the office
• Convenient Sydney CBD location
• Part or Full-time positions available
• Plenty of room for career growth
• A great place to work

The Opportunity

Join our small, international team, supporting retention and growth of a Domestic and Commercial Business portfolio.

Take the next step as a Broker or Launch your insurance career, as you focus on educating clients on risk. Facilitate insurance products, submitting and broking business, presenting, closing opportunities and servicing accounts.

You will work with great people and be supported to build your skills through initial training and ongoing development in this customer centric environment.  You will be contributing to positive client outcomes every day. 

We are a diverse group of people who care for each other as much as we care for our clients. You will have the opportunity to build a strong career with the knowledge and skills attained in this role. Our client base is throughout Australia with our team located in Sydney, Melbourne and offshore support. Opportunities for travel domestically and internationally. 

Flexible work hours will be accommodated for the right candidate 

Role Responsibilities 

• Process volume insurance policy renewals for existing clients
• Communicate with clients through email and inbound and outbound phone calls
• Negotiate insurance policy terms with internal and external Underwriting staff
• Cross sell and upsell insurance products and services to clients
• Achieve personal and team retention targets
• Partner with clients and colleagues across the business
• Multi-task whilst navigating a range of technologies including Winbeat, Officetech, Sunrise and APEX systems
• Participate in training and mentor sessions to develop technical knowledge

About You 

Our ideal candidate possesses the following: 

• Experience in Insurance Broking, Financial Services, Health Funds, Customer Service or similar organizations servicing large client volumes (highly regarded)
• Experience operating in a retention or sales environment whilst achieving KPI’s (preferred)
• RG146 Tier 1 Insurance Broking or willingness to obtain one (preferred)
• Excellent communication skills (verbal & written)
• Strong attention to detail and ability to meet timelines
• Ability to work in a fast-paced environment
• Initiative and problem-solving skills
• Keen to learn and able to learn systems/technologies quickly
• Strong MS Word and Excel skills

If this sounds like the role for you, we would love to hear from you. Don't delay, and apply today.