Senior Insurance Broker - Newcastle, NSW

Connected People; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Immediate client base

Uncapped pipeline

Autonomy & scale

Modern infrastructure

Competitive package

Job summary

Connected People in Newcastle, NSW is seeking an experienced Insurance Broker to take ownership of an existing portfolio and grow their own book. Relocation to Newcastle after a short period is expected; not a fully remote role.

You will work with accounting, wealth and finance teams to deliver integrated insurance solutions and build a scalable desk. Attractive base package with uncapped pipeline and leadership potential.

Qualifications

• Proven track record growing an insurance portfolio.
• Strong client service and relationship skills.
• Ability to generate new business and referrals.
• Experience with commercial and retail insurance solutions.
• Comfortable working with cross-functional teams.

Responsibilities

• Take ownership of an existing portfolio and grow it.
• Leverage a partner for claims handling.
• Build and maintain strong client relationships as trusted adviser.
• Deliver tailored insurance solutions for clients.
• Identify opportunities within the client base for growth.
• Grow new business through referrals and networking.
• Manage renewals, endorsements, and insurer negotiations.
• Collaborate with accounting, financial planning and finance teams.
• Contribute to strategic growth of the Insurance division.

Skills

Portfolio growth

Relationship management

Insurance knowledge

New business development

Stakeholder management

Education

General Insurance qualifications (Australia)

Job description

About the role

We are recruiting on behalf of a leading, multi-disciplinary financial advisory firm located in Newcastle, NSW. They are seeking an experienced Insurance Broker who is ready to take ownership of an existing portfolio while continuing to build and grow their own book.

This role is ideally suited to someone already established in the insurance industry who is looking for access to quality clients, stronger referral opportunities and the backing of a respected advisory firm based in Newcastle

They are looking for someone who is open to relocate to Newcastle after a short while, whilst visiting the Newcastle office for client meetings on a regular basis before they move up – this is not a fully remote position

You will have the autonomy to manage client relationships, grow the portfolio and shape the future direction of the Insurance division, while working alongside our Accounting, Financial Planning and Finance teams to deliver exceptional outcomes for clients. For the right person, this is an opportunity to build a business within a business.

Key responsibilities

• Take ownership of an existing insurance portfolio and continue its growth.
• Lean on an enterprise external partner who handles the claims process for you
• Develop and maintain strong client relationships, becoming a trusted adviser on risk and insurance matters.
• Deliver tailored insurance solutions across commercial and retail clients.
• Identify and convert opportunities from within the wider client base.
• Drive new business growth through referrals, networking and existing relationships.
• Manage renewals, endorsements, claims and insurer negotiations.
• Work collaboratively with our Accounting, Financial Planning and Finance teams to deliver integrated client solutions.
• Contribute to the strategic growth and ongoing development of the Insurance division.

About you

• Proven experience managing and growing an insurance portfolio.
• Strong commercial and general insurance knowledge.
• Excellent relationship-building and client service skills.
• Demonstrated ability to generate new business and identify growth opportunities.
• Strong communication and stakeholder management skills.
• Self-motivated, commercially minded and comfortable working autonomously.
• Relevant qualifications and experience required to provide general insurance advice in Australia.

What’s on Offer

• Immediate Client Base: Inherit an active, high-retention client portfolio from Day 1.
• Uncapped Pipeline: Benefit from an active internal cross-referral flow from accounting and wealth colleagues.
• Autonomy & Scale: True flexibility to manage your desk and build a long-term business unit.
• Modern Infrastructure: Access to technology-driven systems and back-office support.
• Competitive Package: Attractive base salary, performance-driven incentive structure, and clear long-term leadership potential.

If you’re considering a move and seeking a more relaxed lifestyle and cheaper cost of living locations such as Newcastle, Id love to hear from you.