Insurance Broker - Business & Equipment

EasyAsset; Sydney; On-site; AUD 90,000 - 140,000; Full time

Job summary

EasyAsset in Australia is hiring an in-house Insurance Broker to convert leads into clients and provide tailored insurance options for business owners.

You will explain policy details, manage renewals, and collaborate with our marketplaces and finance teams to identify opportunities.

Join a founder-led business focused on leveraging CRM, AI and automation to streamline insurance sales and deliver exceptional client service.

Qualifications

• Experience in general insurance broking for businesses.
• Proven track record converting enquiries into clients.
• Ability to explain cover, exclusions and pricing.
• Strong client relationship and follow-up skills.
• Knowledge of compliance and documentation requirements.
• Experience using CRM and automation tools.

Responsibilities

• Convert leads into insured clients through suitable cover.
• Source and present insurance options with clear explanations.
• Maintain timely follow-up and disciplined pipeline.
• Collaborate with finance marketplace teams on opportunities.
• Support renewals and evolving client insurance needs.
• Contribute to refining the sales process with CRM/AI.

Skills

Insurance broking experience

Sales ability

Client focus

Ownership mindset

CRM proficiency

Compliance awareness

Education

Insurance broking qualifications

Tools

CRM software

Job description

We generate the opportunities. You help businesses get covered.

Are you an insurance broker who enjoys winning business, building relationships and getting things moving?

We're looking for an in-house Insurance Broker to turn the leads we generate into insurance clients. You'll combine strong sales skills with sound insurance knowledge, helping business owners understand their options and arrange suitable cover.

EasyAsset helps Australian businesses find, finance, insure and manage the assets they need.

We're bringing together B2B equipment marketplaces, commercial finance and insurance, supported by technology, AI and a team focused on making business purchasing easier.

Our marketplaces and finance business connect us with businesses buying equipment, vehicles and machinery. We want an ambitious broker to help turn those connections into a growing insurance business.

What you'll be doing

• Convert leads: Contact businesses that have expressed interest in insurance, understand their needs and guide them from enquiry through to policy placement.
• Arrange cover: Source and present suitable insurance options, clearly explaining cover, exclusions and pricing.
• Own follow-up: Keep opportunities moving with timely calls, clear communication and disciplined pipeline management.
• Work together: Collaborate with our finance brokers and marketplace team to identify relevant insurance opportunities.
• Build relationships: Support clients beyond the initial sale, managing renewals and identifying changing insurance needs.
• Improve systems: Help refine our insurance sales process, using our CRM, AI and automation to work more effectively.

Who we're looking for

• Insurance experience: Experience in general insurance broking, ideally with business, commercial motor, equipment or plant insurance.
• Sales ability: A track record of converting enquiries into clients through good discovery, clear recommendations and consistent follow-up.
• Client focus: You build trust, explain insurance in plain English and care about getting the cover right.
• Strong ownership: You're organised, proactive and accountable for your pipeline and results.
• Technology confidence: You're comfortable with CRM systems and keen to use AI and automation to improve your work.
• Relevant qualifications: Appropriate insurance broking qualifications and a strong understanding of compliance and documentation requirements.
• Positive energy: You enjoy working with others and contributing to a growing business.
• Company-generated leads: Work with opportunities generated through our marketplaces, finance business and marketing.
• Real influence: Help shape how insurance operates within the EasyAsset ecosystem.
• Connected team: Work alongside people in finance, sales, marketing, product and technology.
• Hands-on environment: Join a founder-led business where initiative and useful ideas matter.
• Growth opportunity: Build lasting client relationships and grow your impact as our insurance offering develops.

Who this suits

You're a capable broker who enjoys the commercial side of insurance and wants more ownership. You like speaking with clients, winning their trust and turning opportunities into long-term relationships.