Client Manager

Lockton; Melbourne; Hybrid; AUD 80,000 - 100,000; Full time

Benefits offered by this job

Salary Continuance insurance

Competitive remuneration packages

Agile/hybrid work environment

Strong focus on training and development

Discounted corporate private health insurance

Paid parental leave

Volunteer leave

Employee assistance program

Job summary

A leading insurance brokerage in Melbourne is seeking a Client Manager to manage a portfolio in the Care, Community & Education specialty. The ideal candidate has over 7 years of experience in insurance broking, provides tailored client advice, and maintains strong relationships with stakeholders. The role offers competitive remuneration and a hybrid work environment, focusing on growth and development opportunities.

Qualifications

• Minimum of 7 years insurance broking experience.
• Knowledge of insurance products and legislative obligations.
• Proficient in Microsoft Office Suite.

Responsibilities

• Manage a portfolio of clients valued at ~$700,000.
• Develop and maintain relationships with stakeholders.
• Provide tailored insurance advice to clients.
• Ensure timely settlement of claims.
• Support team members and contribute to business growth.

Skills

Portfolio Management

Relationship Building

Client Advice

Communication Skills

Attention to Detail

Education

Diploma of Insurance broking or equivalent tertiary education

Tools

Microsoft Office Suite

Job description

2 days ago Be among the first 25 applicants

Client Manager – Insurance Broker (Care, Community & Education)

• Work for the world’s largest privately owned insurance broker.
• Shape your career with access to top-tier mentors and development opportunities.

We have an excellent opportunity for an experienced insurance broker to join our Melbourne office as a Client Manager in the Care, Community & Education specialty. We are looking for someone who can make a meaningful impact and grow with us.

What will you be doing?

• Portfolio Management – Manage a portfolio of client valued at ~$700,000, ensuring their insurance and risk management needs are proactively identified, addressed, and regularly reviewed.
• Relationship Building – Develop and maintain close working relationships with key stakeholders, including insurance markets and distribution partners, to support client outcomes and business objectives.
• Client Advice – Provide tailored insurance advice to clients in all matters affecting their insurance program needs, including explaining insurance policy terms, conditions, risks covered, premium rates and benefits, and recommending appropriate insurance solutions aligned with each client’s unique risk profile.
• Supporting Claim Management – Ensure timely and, wherever possible, favourable settlement of claims by following up claims with internal Claims Department or Insurer Claims Officer.
• Team Support and Development – Support the growth of team members by sharing technical expertise, providing constructive feedback, and fostering a collaborative learning environment that encourage growth and high performance.
• Business Development – Contribute to the growth of the business.

To be successful in this role, you will need to:

• Collaborate and Take Initiative – Be comfortable following directions and working closely with others, while also demonstrating self-motivation and the ability to manage your own workload effectively.
• Adapt and Prioritise – Be able to manage multiple responsibilities simultaneously, adapt to changing priorities, and stay focused when working under deadline.
• Communicate with Impact – Bringing excellent verbal and written communication, leadership, and interpersonal skills to build trust and influence outcomes.
• Deliver with Precision – Maintain a high level of attention to detail, uphold quality standards and ensure compliance in all aspects of your work.

You will need the following experience and qualifications:

• Minimum of 7 years insurance broking experience within the financial services industry, with exposure to both Australian and international insurance markets
• Knowledge of insurance products, including Industrial Special Risks (ISR) and General Liability lines, and a solid understanding of legislative obligations and claim processes
• Proficient in Microsoft Office Suite, with the ability to work effectively across key applications
• Diploma of Insurance broking or equivalent tertiary education (preferred)

We offer:

• Salary Continuance insurance to protect you and your family in the event you suffer an illness or injury.
• Competitive remuneration packages along with reward & recognition schemes.
• An agile/hybrid work environment.
• A strong focus on training and development opportunities at all levels and a 10-week mentoring program.
• Discounted corporate private health insurance and a free flu vaccination program.
• Paid parental leave and volunteer leave, Lockton Winter & Summer Day.
• Opportunities to give back to the communities in which we work and live.
• Access to an employee assistance program for coaching and counselling.
• The opportunity to get involved or participate in initiatives organised by our Wellness, Diversity, Equity, & Inclusion, Ignite and CSR Associate Resource Groups.

About Lockton

Since our foundation in 1966, Lockton has grown to become the world’s largest privately owned insurance broker. Certified as a Great Place to Work in Australia, 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

How to apply:

If you think you’d be a great fit, please click “apply” with a CV and detailed cover letter indicating why this job posting caught your attention and how your skills and experience are a fit for this role.

Lockton is an equal opportunity employer. We strongly encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, women and people with a cultural or linguistically diverse background.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business

• Industries

  Insurance

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