B2B Commercial Insurance Advisor - Sydney

Blake Oliver; Sydney; On-site; AUD 72,000 - 88,000; Full time

Job summary

Clearlake Insurance Brokers based in Sydney is seeking an Insurance Broker for a full-time, on-site role. You will consult with business clients to understand operations, assess risk exposure, and recommend appropriate insurance products and coverage structures.

Day-to-day duties include preparing quotes, placing cover with insurers, managing policy renewals, endorsements and adjustments, while maintaining documentation in line with regulatory and internal requirements.

Qualifications

• Extensive experience in insurance brokerage and risk management.
• Strong grasp of finance concepts to assess costs and terms.
• Excellent customer service and relationship management.
• Familiarity with Australian insurance regulations and CRM systems.
• Industry qualifications (Tier 1 or Tier 2) or equivalent.
• Ability to handle documentation and policy administration accurately.
• Experience in commercial insurance or B2B advisory is highly desirable.

Responsibilities

• Prepare quotes and place cover with insurers.
• Manage policy renewals, endorsements and adjustments.
• Respond to client inquiries and support claims processes.
• Maintain accurate documentation in line with regulatory requirements.
• Nurture client relationships and identify coverage improvements.
• Collaborate with team to deliver high‑quality service.

Skills

Insurance brokerage

Risk management

Customer service

Regulatory knowledge

CRM tools

Analytical skills

Commercial insurance experience

Education

Tier 1 or Tier 2 Insurance Broking qualification

Tools

CRM systems

Policy administration systems

Job description

Clearlake Insurance Brokers based in Sydney is seeking an Insurance Broker for a full-time, on-site role. You will consult with business clients to understand operations, assess risk exposure, and recommend appropriate insurance products and coverage structures.

Day-to-day duties include preparing quotes, placing cover with insurers, managing policy renewals, endorsements and adjustments, while maintaining documentation in line with regulatory and internal requirements.