Overvie
wProfessional, courteous and helpful interactions with clients and the provision of a level of service and market results that exceed their expectation
sResponsibility for a portfolio of clients across different industries with a heavy weighting towards Financial Institutions and Technology, and accountability for servicing, developing and maintaining the client portfoli
oDevelop and maintain relationships with Clients, Insurers and Underwriter
Objectiv
esPersonally know the key client contact and at least one other key executive e.g.: an owner or a 'C Suite" executive [anyone with a 'C' in their title i.e.: CEO, COO, CFO, Chairma
n]Build a close personal relationship with the key 'day to day' client conta
ctProvide appropriate entertainment at least once a year and that the client is invited to appropriate GSA or industry functio
nsWhere there is no Account Chair (all clients apart from Top 40) be ultimately responsible for client satisfaction in regard to all aspects of work performed by G
SAConduct a pre renewal meeting annually and review of your client's current business and future pla
nsArrange internal pre-renewal strategy meeting (Top 40 onl
y)Encourage debate within GSA team on strategy, innovation and target outcom
esProvide a high level of customer service and advice to all clients across the portfol
ioSeek a minimum of one [1] referral per annum from each client for a new business opportuni
tyScheduling and attending meetings and understanding the specific requirements of insurance cover for the clients (refer to min service standard
s)Management, support and training of Client Executive / Assistant Client Executi
veAllocate task responsibilities and decision-making authority to appropriate team membe
Financial Objecti
vesAchieve Personal budget and assist with achieving Team bud




getArrange timely processing of invoices/and collection of monies (within 14 days from rene
walBe aware of all client claims and their progr
essAll invoices and monies are to be collected within GSA's credit te
Education & Qualificat
ion Must be Tier 1 quali
fiedUniversity Degree highly rega
Knowledge & Experi
ence At least 3 years industry exper
ienceA very strong understanding of Insurance Broking and valuable understanding of all GSA pro
ductsStrong account management s
killsPride in yourself and your attention to detail, organisational skills and insistence on quality in everything yo
u do.Self-motivated and personal drive and amb
itionExcellent interpersonal, oral and written s
killsAdaptable and flexible work att
itudeEffective consulting, influencing and negotiation s
killsStrong communication skills, written and v
erbalEffective skills in Microsoft Word, Outlook, Excel and PowerPoint, IBAIS, Organise It, CRM – Sales
force GSA Employee Be
nefitsYou will become part of GSA's energetic, determined and vibrant culture. Some of our employee benefits in
clude:Competitive remuneration structure: We have competitive salaries and bonus schemes to reward our staff for their contrib
utionsSocial events: Our staff enjoy a host of social events with our Picnic Day, End-of-financial year Event, End of Year Event to name
a fewTravel insurance benefits: Enjoy comprehensive travel insurance for you and your
familySalary continuance: Feel secure knowing you will be looked after should you be unable t
o workEmployee training: GSA focus on improving the skill set and technical knowledge of our
staffFlexible work arrangements available (dependent on
role)Health and Well-being Benefits: GSA staff receive a wide range of Health and Well-being perks such as Skin Checks, Flu Vaccination, Education Seminars and comprehensive EAP s
support
#J-*****-Ljbffr

📌 Client Manager, Professional & Financial Lines (Sydney)
🏢 GSA Insurance Brokers
📍 Sydney