Senior Insurance Broker - Professional & Executive Risk

Lockton; Western Australia; Hybrid; AUD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible work environment

Training and development opportunities

Discounted corporate health insurance

Paid parental leave

Volunteer leave

Job summary

A leading insurance brokerage in Perth seeks a Senior Insurance Broker for their PROFIN team, focusing on portfolio management and business development. Successful candidates will have at least 5 years of experience in the insurance sector and a Tier 1 qualification. The role offers a hybrid work environment and emphasizes strong communication and interpersonal skills. Growth opportunities and competitive benefits are provided.

Qualifications

• At least 5 years of experience in the insurance/broking industry.
• Understanding of invoicing procedures and file management.
• Sound knowledge of Financial Lines Insurance products is essential.

Responsibilities

• Manage a portfolio with a focus on profitable growth.
• Contribute to business development and identify new prospects.
• Provide personalized advice to clients regarding their insurance needs.

Skills

Communication skills

Interpersonal skills

Attention to detail

Mathematical competency

Proactive attitude

Education

Tier 1 qualification in Insurance Broking

Bachelor's degree

Tools

Microsoft Excel

Job description

Senior Insurance Broker - Professional & Executive Risk

Lockton Perth, Western Australia, Australia

Senior Insurance Broker - Professional & Executive Risk

Lockton Perth, Western Australia, Australia

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

• Hybrid and Flexible Work Environment in Perth
• Open to considering Part time or Full-time hours
• Work for the world’s largest privately owned insurance broker
• Excellent opportunity for someone to grow their career in insurance

Are you a driven and self-motivated individual insurance broker? At Lockton, we look for people who want to make things happen, who are intelligent and insightful, and who enjoy delivering great service by forging meaningful relationships. If this sounds like you, we have an excellent opportunity for someone to join our Perth office as a Senior Associate in our PROFIN team, and we want to hear from you!

What will you be doing?

• Portfolio Management - In conjunction with colleagues, assist in the overall management of a portfolio from beginning to end of renewal cycle with a particular emphasis on profitable growth.
• Business Development – Contribute to new business activities and identify and develop new business prospects by cross-marketing.
• Relationship Building - Develop and maintain close working relationships with key stakeholders, specifically insurance markets and distribution partners.
• Client Advice – Provide personalised advice to clients in all matters affecting their insurance program needs, including explaining insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover.
• Business Retention - Contribute to business retention activities. This includes all forms of customer service and broking standards.

To be successful in this role, you will need:

• Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.
• Be able to manage multiple responsibilities simultaneously.
• Have excellent communication and interpersonal skills (verbal and written).
• Have a high level of attention to detail, quality standards and compliance.
• Have a good sense of humour and be adaptable to change.
• Be proactive and responsive to the changing needs of the team, office and business, and to any issues that arise.
• Competent in math’s and accuracy
• Have a strong ‘can-do’ attitude, work ethic and willingness to learn.

You will need the following experience and qualifications:

• Tier 1 qualification in Insurance Broking
• Have at least 5 years of experience in the insurance/broking industry.
• Understanding of invoicing procedures and file management
• Sound knowledge of Microsoft Office programs, especially Excel for reporting
• Knowledge of Financial Lines Insurance products is essential
• Preferably degree qualified.

We offer:

• An agile/hybrid work environment.
• A focus on training and development opportunities and mentoring program.
• Discounted corporate private health insurance and a free flu vaccination program.
• Salary Continuance insurance to protect you and your family in the event you suffer an illness or injury.
• Extra Paid Summer and winter day to focus on your wellness.
• Paid parental leave and volunteer leave.
• Access to Uprise employee assistance program including coaching and counselling.
• The opportunity to get involved or participate in activities/events organised by our Wellness, Diversity, Equity, and Inclusion, and CSR Associate Resource Groups

About Lockton

Since our foundation in 1966, Lockton has grown to become the world’s largest privately owned insurance broker. The Lockton company structure has produced a unique culture where we empower our Associates to make decisions, take advantage of industry-first marketing technology and own their career path working with top-tier mentors and some of the best and brightest minds in the insurance industry. With a 98% client retention rate in Australia and leading expertise across insurance and risk management, we now have over 170 staff located in Perth, Sydney, Melbourne, Brisbane, Hobart, Adelaide, Auckland, Hamilton and Christchurch.

We provide risk and insurance advice to many of Australia’s largest financial and professional services firms.

To learn more about Lockton please visit: global.lockton.com

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Other

Job function

• Job function

  General Business

• Industries

  Insurance

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