Associate

Lockton; Sydney; Hybrid; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Flexible & hybrid work

Training & mentoring program

Private health insurance discount

Salary continuance insurance

Wellness days

Parental leave

Employee Assistance Program (EAP)

Diversity and inclusion networks

Job summary

Lockton, the world’s largest privately owned insurance broker, is seeking an Associate Insurance Broker to join our Hospitality team in Sydney. This role supports portfolio management, client service, and underwriter liaison to deliver outcomes.

The ideal candidate has 5+ years in insurance/broking, Tier 1 qualification, and strong Excel/WinBEAT experience, with a proactive, relationship-focused approach in a hybrid Sydney environment.

Qualifications

• Minimum 5 years' experience in insurance or broking.
• Experience with invoicing processes and file management.
• Proficient with Microsoft Office, especially Excel.
• Experience with broking systems is a plus (WinBEAT).

Responsibilities

• Prepare insurance costing spreadsheets, invoicing and debtor management.
• Support management of hospitality portfolios, renewals and new business.
• Liaise with underwriters, review quotations and act in best interests of clients.
• Calculate premiums for new and existing business.
• Prepare renewal declarations, reports, quotations, certificates and documents.
• Process policy adjustments and additional premiums.
• Assist with lodgement and management of claims under senior guidance.
• Maintain accurate client records and regulatory compliance.

Skills

Excellent communication

Strong organisational skills

Proactive and self-motivated

Adaptable to changing priorities

Relationship building

Education

Tier 1 qualification in Insurance Broking

Tools

Excel

WinBEAT

Job description

Associate Insurance Broker – Hospitality

• Flexible and hybrid environment in Sydney
• Permanent - Full time or Part-Time (3 days per Week)
• Work for the world’s largest privately owned insurance broker
• Excellent opportunity for someone to build a career in a fast-growing company

Are you an experienced insurance broking professional with commercial expertise, who enjoys building strong relationships and delivering exceptional client outcomes?

At Lockton, we look for people who make things happen. We value individuals who are commercially minded, client focused, collaborative, and committed to excellence. If you are looking to further develop your career within a supportive and high-performing team, we have an exciting opportunity for an Associate Insurance Broker to join our Hospitality team in Sydney.

What will you be doing?

As an Associate Insurance Broker, you will play a key support role in the management of hospitality insurance portfolios while delivering exceptional service to clients and insurers.

• Responsible for the preparation of insurance costing spreadsheets, invoicing, and debtor management processes.
• Support the management of insurance portfolios, including renewals and new business placements.
• Liaise with underwriters, review quotations, and act in the best interests of clients.
• Calculate premiums for new and existing business.
• Prepare and process renewal declarations, reports, quotations, insurance manuals, Certificates of Currency, and new business documentation.
• Calculate and process policy adjustments and additional premiums.
• Assist with the lodgement and management of claims under the guidance of senior team members.
• Maintain accurate client records and ensure compliance with internal procedures and regulatory requirements.

To be successful in this role, you will need:

• Excellent verbal and written communication skills.
• Strong organisational and time-management skills.
• A proactive and self-motivated approach to work.
• The ability to adapt quickly to changing priorities and manage competing deadlines in a fast-paced environment.
• Strong interpersonal skills and the ability to build effective relationships with clients, colleagues, underwriters, and senior stakeholders.
• Interpersonal skills to build relationships and liaise with clients, the team, and senior management.

You will need the following experience and qualifications:

• Tier 1 qualification in Insurance Broking.
• Minimum 5 years' experience within the insurance or broking industry.
• Demonstrated experience with invoicing processes and effective file management.
• Strong working knowledge of Microsoft Office applications, particularly Excel.
• Experience with broking systems such as WinBEAT will be highly regarded.

We offer a comprehensive range of benefits designed to support your professional development and wellbeing, including:

• Flexible and hybrid working arrangements.
• A strong focus on training and development opportunities at all levels and a 10 week mentoring program.
• Discounted corporate private health insurance andcomplimentary annual flu vaccination program.
• Salary Continuance Insurance to help protect you and your family.
• Additional paid Summer and Winter wellness days.
• Competitive remuneration and recognition programs.
• Paid parental leave and volunteer leave.
• Access to Employee Assistance Program (EAP) services, including coaching and counselling.
• Opportunities to contribute through our Wellness, Diversity, Equity & Inclusion, Young Professionals, and Corporate Social Responsibility networks.

About Lockton:

Lockton has grown to become the world’s largest privately owned insurance broker. Certified as a Great Place to Work in Australia and featured on the Top 50 Workplaces for Women, our structure and unique culture empowers Associates to make decisions and influence the direction of the business.

With top-tier mentors and a 98% client retention rate in Australia, we employ some of the best and brightest minds in the risk and insurance industry.

The insurance industry isn’t going anywhere. It’s stable. It’s secure. Over 300 Associates help organisations every day to drive profitability over the long-term and become more resilient.

To learn more about Lockton please visit: global.lockton.com

Lockton is committed to equal opportunity employment. We value diverse perspectives and contributions from all our associates. We strongly encourage applications from individuals of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, individuals with disabilities, women, and those from culturally or linguistically diverse backgrounds.