Sme Insurance Broker

Edgewise Insurance Brokers; Melbourne; Híbrido; AUD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career pathways

Supportive team culture

Flexible hybrid working after 3 months

Competitive remuneration with annual/s

Staff incentive opportunities

Paid birthday

Volunteer leave

Parental leave

Health and wellbeing subsidy

Salary continuance insurance

Modern Cremorne office near public

Descripción de la vacante

Edgewise Insurance Brokers is seeking an Account Broker to manage a mixed portfolio of domestic and SME clients from our Cremorne office in Melbourne. You will deliver practical insurance solutions and excellent client service while identifying new business opportunities.

The successful candidate will have Tier 1 Insurance Broking qualifications and solid SME portfolio experience. We offer a supportive team culture, flexible hybrid working after 3 months, and a competitive remuneration package.

Formación

• Clear communication with clients and insurers
• Strong organisational skills to manage a client portfolio
• Proficiency in Microsoft Office and CRM/broker systems
• Experience with SME insurance products is desirable

Responsabilidades

• Manage an allocated client portfolio including renewals and enquiries
• Understand client and prospect businesses and insurance needs
• Grow portfolio via referrals and new opportunities
• Assist with claims and work with insurers for outcomes
• Maintain accurate client records and compliance

Conocimientos

Clear communication

Strong organisation

Microsoft Office

CRM systems

AI tools

Educación

Tier 1 Insurance Broking qualifications

Herramientas

Broker software

CRM systems

Descripción del empleo

Edgewise Insurance Brokers is a relationship driven general insurance brokerage providing specialist insurance solutions to businesses, industries and individuals across Australia. As part of the Steadfast network, we combine the strength and stability of one of Australia’s leading insurance networks with a collaborative, people focused culture. Based in our modern Cremorne office, we are committed to delivering exceptional client outcomes while investing in the growth and development of our people.

We’re looking for an Account Broker to manage a mixed portfolio of domestic and SME clients, delivering practical insurance solutions and an excellent client service experience.

Whether you’ve been supporting or managing an SME book and are ready to take the next step, or you’re a more seasoned SME broker ready to hit the ground running, this could be your next move!

Edgewise Insurance Brokers is a relationship driven general insurance brokerage providing specialist insurance solutions to businesses, industries and individuals across Australia. As part of the Steadfast network, we combine the strength and stability of one of Australia’s leading insurance networks with a collaborative, people focused culture. Based in our modern Cremorne office, we are committed to delivering exceptional client outcomes while investing in the growth and development of our people.

We’re looking for an Account Broker to manage a mixed portfolio of domestic and SME clients, delivering practical insurance solutions and an excellent client service experience.

Whether you’ve been supporting or managing an SME book and are ready to take the next step, or you’re a more seasoned SME broker ready to hit the ground running, this could be your next move!

The opportunity

• Managing an allocated client portfolio - renewals, endorsements and client enquiries
• Understanding client and prospect businesses, insurance needs and risk exposures
• Growing your portfolio through referrals, existing clients and new business opportunities
• Providing client support through claims, and working with insurers to deliver positive claims outcomes
• Maintaining accurate client records, and meeting compliance requirements

What you’ll bring

• Tier 1 Insurance Broking qualifications
• Practical experience managing or supporting an SME insurance portfolio
• A sound understanding of SME insurance products
• Clear communication skills and confidence engaging with clients and insurers
• Strong organisation skills, and demonstrated ability to effectively retain and grow a volume portfolio
• Confidence using Microsoft Office, broker and CRM systems, with a willingness to learn and embrace new systems and technology, including AI tools.
• A willingness to learn, share knowledge and contribute to the team and wider business

Why Edgewise?

• Career pathway frameworks
• Supportive and collaborative team culture
• Flexible hybrid working arrangements (after 3 months)
• Competitive remuneration including annual salary reviews and staff incentive opportunities
• Paid birthday, volunteer and parental leave
• Annual health and wellbeing subsidy
• Salary continuance insurance
• Modern Cremorne office conveniently located close to public transport
• A stable, experienced and supportive leadership team

If this sounds like your next opportunity, we'd love to hear from you.

The successful candidate will be required to demonstrate their eligibility to work in Australia on an ongoing basis and will be required to undergo a National Police Check.

Please note that unsolicited agency referrals will not be accepted.