Peter Vickers Business Group, founded in 1979, offers a comprehensive range of financial services including tax, superannuation, SMSF and investment advice, audit, and administration of SMSFs, finance broking, and insurance. From our offices in Lindfield and Windsor, we provide tailored advice to manage, protect, and grow our clients' wealth, whether they are individuals or businesses.

About the Role

This is a full‑time on‑site role for an Account Manager, Insurance Broking located in Lindfield, NSW. The Account Manager will be responsible for managing client relationships, handling insurance policy renewals, assessing risk and coverage needs, quoting, cross‑selling, and negotiating with insurance providers. Day‑to‑day tasks include preparing and presenting insurance proposals, maintaining accurate client records, and ensuring compliance with industry regulations and company standards. The role involves both client servicing and converting new business enquiries.

Key Responsibilities

- Manage and grow a portfolio of commercial and personal insurance clients
- Conduct client reviews, need assessments, and provide tailored insurance solutions
- Prepare and negotiate insurance renewals and quotes with underwriters
- Provide claims support and follow‑up to ensure timely resolution
- Maintain strong relationships with clients, insurers, and internal teams
- Stay up to date with insurance market trends,



policy changes, and compliance regulations

Qualifications

- 1‑2 years of experience in an account management or insurance advisory role is preferred
- Relevant qualifications (completed or in progress) in insurance or financial services (e.g., Diploma of Insurance Broking, Certificate IV in General Insurance)
- Knowledge of risk assessment and insurance coverage
- Experience in managing client relationships and negotiating with insurance providers
- Proficiency in preparing and presenting insurance proposals
- Excellent written and verbal communication skills
- Attention to detail and strong organizational skills
- Ability to work independently and as part of a team
- Previous experience in insurance broking is a plus

Why Join Us?

- Supportive and inclusive team culture
- Career growth and professional development opportunities
- Competitive salary package including employee share scheme
- Flexible work workplace
- Genuine family‑friendly setting in a suburban office location
- Opportunities for further training and qualifications

How to Apply

To apply, please submit your resume outlining your relevant experience and qualifications. Only shortlisted candidates will be contacted.

Work Authorisation: Australia (Required)

Work Location: On‑site full‑time

Application Deadline: 3/11/2025

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📌 Account Manager, Insurance Broking (New South Wales)
🏢 Peter Vickers Business Group
📍 New South Wales