Insurance Account Manager — Grow Relationships & Accounts

McLardy McShane Insurance Advisors; Sydney; On-site; AUD 85,000 - 115,000; Full time

Benefits offered by this job

Annual leave 4 weeks

Personal leave 10 days

Carers leave 12 weeks

Superannuation 11%

Flexible work culture

Community involvement

Job summary

McLardy McShane Insurance Advisors seeks a qualified insurance professional in Sydney to grow and service an existing client network. You will handle quotations, policy documentation, claims management, and renewal negotiations while developing new business opportunities.

The role requires RG 146 knowledge, compliance awareness, and strong relationship management. A Diploma in Financial Services is desirable, with a background in business studies and debtor management preferred.

Qualifications

• Tier 2 and Tier 1 qualifications mandatory.
• Diploma of Financial Services desirable.
• Budget management and debtor management experience.
• Knowledge of RG 146 and RG 271 Internal Dispute Resolution.
• Strong client relationships and communication skills.

Responsibilities

• Grow and service an existing network of accounts including quotations, claims management, policy docs and file audits.
• Develop new business opportunities and report generation.
• Assist in end of month requirements and debtors collection under Branch Manager guidance.
• Maintain relationships with underwriters and other insurance professionals.
• Renewals: gather underwriting information and negotiate terms.
• Handle claim settlements in the client’s best interests.
• Ensure complaints are escalated and resolved per Internal Dispute Resolution timelines.

Skills

Client relationship management

Communication

Negotiation

Teamwork

Budget management

Debtor management

RG 146 knowledge

Compliance

Insurance industry literacy

Education

Diploma of Financial Services

Bachelor's degree in business-related discipline

Job description

McLardy McShane Insurance Advisors seeks a qualified insurance professional in Sydney to grow and service an existing client network. You will handle quotations, policy documentation, claims management, and renewal negotiations while developing new business opportunities.

The role requires RG 146 knowledge, compliance awareness, and strong relationship management. A Diploma in Financial Services is desirable, with a background in business studies and debtor management preferred.