Commercial Broker

HRC Recruitment; South Australia; Sur place; AUD 90 000 - 120 000; Plein temps

Résumé du poste

HRC Recruitment is seeking an experienced broker/handler to join the team in South Australia. The role involves supporting Account Executives, servicing a portfolio of key clients, and handling renewals, MTA, and documentation.

You will issue policy documents, process invoices on Acturis, manage renewals, and maintain accurate records in Excel. The role requires high customer service standards and strong insurer negotiation skills.

Qualifications

• Minimum of 3 years' commercial insurance experience.
• Strong understanding of the commercial insurance market.
• Fluency and confidence in dealing with customers over the phone and face-to-face.
• Ability to negotiate with insurers.

Responsabilités

• Provide assistance and support to Account Executives.
• Service a portfolio of Key Clients.
• Handle renewals, mid-term adjustments, and extensions to covers.
• Issue policy documentation and certificates to clients.
• Process invoices on Acturis and issue to clients with supporting docs.
• Manage diary using Acturis database.
• Create pre-renewal financial forms.
• Update renewal spreadsheets.
• Ensure high standards of customer service and quality control.
• Build relationships with new and existing clients.

Connaissances

Customer service

Communication

Teamwork

Negotiation

Outils

Acturis

Excel

Description du poste

My client is looking for an experienced broker/handler to join the team.

Some of the responsibilities include:

• Providing assistance and support to several Account Executives
• Being responsible for servicing a portfolio of Key Clients
• General administration including Renewals, Mid-term adjustments, MID updating, extensions to covers, Invoicing, declarations and handling client queries
• Issuing of policy documentation and certificates to clients
• Processing Invoices on Acturis Database & issuing to clients along with support documentation – Renewal/MTA/Declarations
• Diary Management using Acturis Database
• Creating pre-renewal financial forms
• Updating of Excel Spreadsheets (renewal spreadsheet)
• Quality control and ensuring high standards of customer service
• Checking and issuing documentation to clients
• Building relationships with new and existing clients.

Skills, knowledge and Qualifications

• Minimum of 3 years' commercial insurance experience
• Good understanding of the commercial insurance market
• Comprehensive knowledge of commercial insurance products
• Fluency and confidence in dealing with customers over the phone and face-to-face
• Ability and flexibility to work as part of a team
• Ability to negotiate with insurers