Insurance Lead

Valiant Finance; Sydney; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Parental leave

Dog-friendly office

Company-wide events

Job summary

Valiant Finance is hiring its first Insurance Lead/Head of Commercial Insurance in Sydney, Australia. This player-coach role will write business from day one while building the systems, process and team to scale the function.

You’ll work with SMB clients, place risks with insurers, design end-to-end workflows, and set up reporting on revenue and pipeline. Parental leave and dog-friendly office are among the perks.

Qualifications

• 5+ years as a commercial insurance broker or account executive with SMB clients
• Proven record of generating new business revenue and growing it year over year
• RG146 compliance (Tier 1)
• Ability to be appointed as an Authorised Representative under an AFSL
• Strong working knowledge of commercial classes and the Australian insurer market
• Consultative style: focus on business concerns first

Responsibilities

• Provide asset insurance to customers whose car or equipment finance is brokered by our Sales team
• Run needs-based conversations with business owners to understand operations, assets and exposures, then recommend cover
• Cross-sell commercial insurance across classes such as business packs, liability, PI, MS, cyber, motor, fleet
• Place risks with insurers and underwriting agencies, negotiate terms and manage renewals and claims support
• Design end-to-end insurance workflow within Valiant's ecosystem: lead intake, quoting, placement, binding, renewals and handoff
• Build and manage relationships with insurers and AFSL partners
• Collaborate with product, engineering and operations to reduce friction and speed quotes/bindings
• Grow the team as the book expands: hands-on initially, then hire/train/coaching
• Set up reporting to track revenue, retention and pipeline
• Meet all general insurance obligations (disclosure, general vs personal advice, anti-hawking, duty of disclosure, complaints handling)

Skills

Leadership

New business development

Consultative selling

Client relationship management

Education

RG146 compliance (Tier 1)

AFSL appointment readiness

Job description

We're hiring our first Insurance Lead/Head of Commercial Insurance to build and lead Valiant's commercial insurance function as an authorised representative. This is a player-coach role: you'll write business yourself from day one, while shaping the systems, process and team that will enable the function to scale. You'll work with business owners who already trust Valiant with their finance, and help them understand and cover the risks that matter to their business.

Key responsibilities

Provide asset insurance to customers whose car or equipment finance is being brokered by our existing Sales team

Run needs-based conversations with business owners to understand their operations, assets and exposures, then recommend cover that fits

Cross sell commercial insurance clients across classes such as business packs, public and products liability, professional indemnity, management liability, cyber, commercial motor and fleet, and trade and equipment coverage

Place risks with insurers and underwriting agencies, negotiate terms and manage renewals, endorsements and claims support

Design the end-to-end insurance workflow to fit within Valiant's existing ecosystem: lead intake, quoting, placement, binding, renewals and claims handoff

Build and manage relationships with insurers, underwriting agencies and any broker network or AFSL partner

Work with product, engineering and operations to remove friction and cut time-to-quote and time-to-bind

Build your own team as the book grows: start as a hands-on individual contributor, then help define the roles, hire, train and coach the brokers and support staff who join you

Set up the reporting that tracks revenue, retention and pipeline

Meet all general insurance obligations, including disclosure, general vs personal advice, anti hawking, duty of disclosure and complaints handling

About you

5+ years as a commercial insurance broker or account executive with a book of SMB clients, ideally including time in a team leader or head of insurance role

A proven record of generating new business revenue and growing it year over year

RG146 compliance for general insurance (Tier 1)

Ability to be appointed as an Authorised Representative under an AFSL

Strong working knowledge of commercial classes and the Australian insurer and underwriting agency market

A consultative style: you start with what the business is worried about, not what you want to sell

An eye for process: you notice where deals stall and fix it

About us

Valiant Finance is an award-winning FinTech startup on a mission to simplify business lending. Our cloud-based platform helps thousands of Australian small businesses compare and apply for loans from over 90 of the country's leading lenders. Our global Enterprise technology arm provides embedded finance experience and orchestration infrastructure to enterprise clients. We pride ourselves on building and delivering category-leading tech products across the US, Australia and the UK for top-tier global businesses.

The chance to build a new department from the ground up in a large and growing business

• Parental leave
• Dog-friendly office
• Company-wide events designed to honour and celebrate all the outstanding achievements of our amazing team