Insurance Broker

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

Company Description

Clearlake Insurance Brokers provides intelligent insurance solutions designed to protect Australian businesses across diverse industries. The team delivers expert risk management and insurance services to clients nationwide, helping organizations safeguard the results of their hard work. The firm emphasizes tailored coverage and clear advice that aligns with each client’s unique risk profile and business goals. Clearlake Insurance Brokers is committed to long-term partnerships built on trust, professionalism, and proactive protection.

Role Description

The Insurance Broker role is a full-time, on-site position based in Sydney, NSW. In this role, the broker will consult with business clients to understand their operations, assess risk exposure, and recommend appropriate insurance products and coverage structures. Day-to-day responsibilities include preparing quotes, placing cover with insurers, managing policy renewals, and handling endorsements and adjustments. The broker will respond to client inquiries, support claims processes, and maintain accurate documentation in line with regulatory and internal compliance requirements. The role also involves nurturing client relationships, identifying opportunities for improved coverage or cost efficiencies, and collaborating with team members to deliver consistent, high-quality service.

Qualifications

• Strong expertise in Insurance Brokerage and Insurance, with the ability to advise business clients on suitable coverage and risk management options.
• Solid understanding of Finance and related concepts to interpret business risk, insurance costs, and policy terms.
• Excellent Customer Service skills, including clear communication, active listening, and relationship management.
• Knowledge of Retirement Planning or other long-term risk and financial solutions is beneficial for supporting clients’ broader protection needs.
• Relevant industry qualifications (e.g., Tier 1 or Tier 2 in Insurance Broking, or equivalent) and familiarity with Australian insurance regulations.
• Proven ability to work accurately with documentation and systems, including policy administration and CRM tools.
• Strong analytical and problem-solving skills, with attention to detail and sound judgment under time constraints.
• Prior experience in commercial insurance or business-to-business advisory roles is highly desirable.

Salary: Starting $80,000 - commensurate on experience.