Job Description
Reg Leis Insurance Services has been providing professional insurance advisory services to business and individual clients since ****, helping to protect what's key to them. As part of Ausure Pty Ltd t/as Ausure Insurance Brokers and the Steadfast network of insurance brokers, Reg Leis Insurance Services provides quality insurance broking advice and personal service to a wide range of SME and individual clients Australia wide.
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As an Insurance Broker/Account Manager, your role is to
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Provide professional, expert advice and personal service to a diverse range of SME and individual clients in a timely, technically accurate and cost-effective manner
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Develop rapport and ongoing professional relationships with internal and external stakeholders
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Manage the ongoing needs of an existing portfolio of mainly commercial but also including rural and domestic business, ensuring portfolio retention and profitability
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Proactively work to develop new business and generate sales to grow the portfolio
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Maintain financial management and debtor control of the portfolio
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Proactively market our services to existing and prospective clients
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Develop and maintain insurance product knowledge, technical skills and compliance by undertaking ongoing training, qualification upgrades and professional development
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Complete admin tasks with a high level of accuracy and attention to detail
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Manage and continuously improve business systems and processes to improve efficiencies
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Maintain personal accountability
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Work as part of a team to achieve business / team objectives
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Strong technical capability in accordance with current RG 146 requirements including knowledge of insurance products, legislative obligations, claims processes and claims handling
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Sound knowledge of the Australian insurance broking industry and a comprehensive understanding of the legislative and related governance frameworks
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High level of computer literacy with a good working knowledge of Microsoft Office 365 and an ability to adapt quickly to use of prescribed insurance broking software and quoting tools
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Excellent organisation and time management skills with an ability to prioritise and meet deadlines
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Well-developed analytical / problem solving skills
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Initiative, sound judgment and responsiveness when completing work tasks and admin functions
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Attention to detail and accuracy
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An ability to work in a team environment
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3+ years insurance broking experience in the Australian market with a proven track record of success in commercial insurance broking
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Experience in servicing a diverse portfolio with proven ability to meet sales targets and business retention levels
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Essential Qualifications
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Tier 1 Insurance Broking, Diploma of Insurance Broking preferred or willingness to achieve
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You must have the right to live and work in Australia permanently. Only short listed candidates will be contacted. No contact from recruitment agencies please.