Insurance Broker/Account Manager

Reg Leis Insurance Services; Gympie Regional; On-site; AUD 80,000 - 110,000; Full time

Job summary

Reg Leis Insurance Services in Australia is seeking an experienced Insurance Broker/Account Manager to provide professional, expert advice and personal service to SME and individual clients.

You will manage an existing portfolio of commercial, rural and domestic business, develop new business, ensure portfolio retention and profitability, and maintain compliance with RG 146 and industry standards.

Strong technical knowledge and a proactive, team-focused approach are essential.

Qualifications

• 3+ years insurance broking experience in the Australian market with a proven track record of success in commercial insurance broking.
• Experience servicing a diverse portfolio and meeting sales targets and retention levels.
• Proactive client engagement and ability to develop new business while maintaining compliance with industry regulations.

Responsibilities

• Provide expert advice and personal service to SME and individual clients.
• Develop rapport with internal and external stakeholders.
• Manage ongoing needs of an existing portfolio, ensuring retention and profitability.
• Proactively market services to existing and prospective clients.
• Maintain insurance product knowledge and compliance by ongoing training.
• Complete admin tasks with accuracy and attention to detail.
• Work as part of a team to achieve business objectives.

Skills

Client relationship management

Sales & business development

Portfolio management

Team collaboration

Time management

Attention to detail

RG 146 knowledge

Analytical problem solving

Education

Tier 1 Insurance Broking

Diploma of Insurance Broking

Tools

Insurance software

Quoting tools

Job description

Reg Leis Insurance Services has been providing professional insurance advisory services to business and individual clients since 1968, helping to protect what's important to them. As part of Ausure Pty Ltd t/as Ausure Insurance Brokers and the Steadfast network of insurance brokers, Reg Leis Insurance Services provides quality insurance broking advice and personal service to a wide range of SME and individual clients Australia wide.

As an Insurance Broker/Account Manager, your role is to

Provide professional, expert advice and personal service to a diverse range of SME and individual clients in a timely, technically accurate and cost-effective manner

Develop rapport and ongoing professional relationships with internal and external stakeholders

Manage the ongoing needs of an existing portfolio of mainly commercial but also including rural and domestic business, ensuring portfolio retention and profitability

Proactively work to develop new business and generate sales to grow the portfolio

Maintain financial management and debtor control of the portfolio

Proactively market our services to existing and prospective clients

Develop and maintain insurance product knowledge, technical skills and compliance by undertaking ongoing training, qualification upgrades and professional development

Complete admin tasks with a high level of accuracy and attention to detail

Manage and continuously improve business systems and processes to improve efficiencies

Maintain personal accountability

Work as part of a team to achieve business / team objectives

Strong technical capability in accordance with current RG 146 requirements including knowledge of insurance products, legislative obligations, claims processes and claims handling

Sound knowledge of the Australian insurance broking industry and a comprehensive understanding of the legislative and related governance frameworks

High level of computer literacy with a good working knowledge of Microsoft Office 365 and an ability to adapt quickly to use of prescribed insurance broking software and quoting tools

Excellent organisation and time management skills with an ability to prioritise and meet deadlines

Well-developed analytical / problem solving skills

Initiative, sound judgment and responsiveness when completing work tasks and admin functions

Attention to detail and accuracy

An ability to work in a team environment

3+ years insurance broking experience in the Australian market with a proven track record of success in commercial insurance broking

Experience in servicing a diverse portfolio with proven ability to meet sales targets and business retention levels

Essential Qualifications

Tier 1 Insurance Broking, Diploma of Insurance Broking preferred or willingness to achieve

You must have the right to live and work in Australia permanently. Only short listed candidates will be contacted. No contact from recruitment agencies please.