Head of Practice, Financial Lines

Hooker and Heijden - Insurance and Underwriting Recruitment

Melbourne

On-site

AUD 180,000 - 220,000

Full time

2 days ago
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Benefits offered by this job

Performance incentives
Employee share ownership
Leadership team seat
Smaller business where decisions count

Job summary

Hooker and Heijden - Insurance and Underwriting Recruitment in Melbourne seeks a Head of Practice to lead its financial services client practice and influence strategy. You will report to the MD, manage key relationships, and drive growth in a hands-on leadership role.

With 5+ years in financial lines broking or advisory, you will guide clients through advisory processes, place cover with insurers, and shape the business with data-driven decision making. Senior leadership ownership awaits.

Qualifications

  • 5+ years in Financial Lines broking, placement or specialist insurance advisory.
  • Experience with financial services clients and insurer relationships.
  • Track record of winning and retaining clients; comfortable with technology.

Responsibilities

  • Lead and grow the financial services client practice.
  • Own relationships with senior decision-makers at clients, insurers and partners.
  • Build new business through referral and partner channels.
  • Guide prospective clients through a structured advisory process.
  • Place and negotiate cover with domestic and overseas insurers.
  • Shape business strategy, operations and new products; improve CRM and data tools.

Skills

Financial Lines broking
Client relationship mgmt
Strategic leadership
Insurance advisory

Education

Law degree
Finance degree
Commerce degree

Tools

CRM systems
Data-driven tools

Job description

Hooker and Heijden - Insurance and Underwriting Recruitment – Melbourne VIC

$180,000 - $220,000 a year

Full time

1d ago , from Hooker and Heijden - Insurance and Underwriting Recruitment

Head of Practice, Financial Lines | Financial Lines Broking | Melbourne | $180k to $220k + super
About the Organisation

Our client is a specialist insurance broker in Melbourne focused on Financial Lines.

It works with businesses across the wealth and financial services sector, and backs its broking with strong technology and data capability.

The business is growing and is adding senior broking talent to support that growth.

About the Role

I am recruiting on behalf of our client seeking a Head of Practice to lead its financial services client practice.

You'll report to the Managing Director and join the leadership team. You'll manage your own key relationships and have a say in strategy, product and how the business runs.

This is a hands-on leadership role. It suits a senior Financial Lines Broker who wants real influence and a share in the business.

Responsibilities include:
  • Leading and growing the financial services client practice
  • Owning relationships with senior decision makers at clients, insurers and referral partners
  • Building new business through referral and partner channels
  • Guiding prospective clients through a structured advisory process
  • Placing and negotiating cover with domestic and overseas insurers
  • Shaping business strategy, operations and new products
  • Improving systems, CRM and data-driven tools
About You

You'll have 5+ years in Financial Lines broking, placement or specialist insurance advisory.

Ideally you'll bring:

  • Exposure to financial services clients such as advice businesses, licensees, platforms or fund managers
  • Insurer relationships in Australia and offshore
  • A record of winning and retaining clients
  • Comfort with technology and an interest in better ways of working
  • A degree in Law, Finance or Commerce (highly regarded)

Financial Lines Brokers from global, national and specialist brokerages will be considered.

What's on Offer
  • $180k to $220k + super, plus performance incentives
  • Employee share ownership
  • A seat on the leadership team
  • A smaller business where your decisions count
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