Insurance Lead

Valiant Finance; Sydney; In loco; AUD 180.000 - 280.000; Tempo pieno

Vantaggi offerti da questo lavoro

Parental leave

Dog-friendly office

Company-wide events

Descrizione del lavoro

Valiant Finance is hiring its first Insurance Lead/Head of Commercial Insurance to build and lead the function as an authorised representative. This player-coach role writes business from day one while shaping systems and a team to scale.

You’ll work with SMB clients who already trust Valiant, helping them understand and cover the risks that matter to their business, across diverse insurance classes.

Competenze

• 5+ years as a commercial insurance broker or account executive with SMB clients, ideally including team leadership or head of insurance experience.
• Proven track 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/underwriting agency market.
• Consultative style: lead with business concerns, not product pushes.
• Attention to process: identify bottlenecks and fix them.

Mansioni

• Provide asset insurance to customers whose car or equipment finance is brokered by the 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, public/product liability, PI, management liability, cyber, motor, fleet and equipment.
• Place risks with insurers and underwriting agencies, negotiate terms and manage renewals, endorsements and claims support.
• Design end-to-end insurance workflow within Valiant's ecosystem: lead intake, quoting, placement, binding, renewals and handoff to claims.
• Build and manage relationships with insurers, underwriting agencies and AFSL partners.
• Collaborate with product, engineering and operations to reduce friction and speed quoting/binding.
• Scale the function by building a team: start as hands-on, then hire, train and coach brokers and staff.
• Set up reporting for revenue, retention and pipeline.
• Ensure compliance with general insurance obligations including disclosure and complaint handling.

Conoscenze

5+ years in commercial insurance

Team leadership

RG146 compliance

AFSL readiness

Consultative selling

Process improvement

Descrizione del lavoro

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