Job Description
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Build long-term client relationships with warm referrals, not cold calls.
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Location:
Melbourne, VIC (Cremorne) No on-site parking available. Office is conveniently located directly opposite East Richmond Train Station with excellent access to public transport.
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Type:
Full-time, permanent
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Flexibility:
After the initial training period, 3–4 days WFH per week (Monday–Friday, 9am–5pm)
About Infinity Group & Infinite Insurance n
At Infinity, we help everyday Australians take control of their financial universe, from eliminating debt to building long-term wealth with confidence.
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Infinite Insurance
has been newly created to protect the people we already serve.
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As the dedicated insurance arm of the Infinity Group, Infinite Insurance exists to ensure our clients' financial strategies are properly protected - with clear advice, transparent options, and service that feels genuinely human. No product pushing. No black holes. Just the right cover, done properly.
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This role sits at the heart of that mission:
looking after Infinity clients as they move through key life, business, and wealth milestones.
The Role n
Reporting directly to our
Chief Insurance Officer
, you'll be responsible for delivering tailored insurance advice to
existing Infinity Group clients
, primarily SME and commercial.
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Rather than chasing cold leads, you'll work with warm, pre-qualified referrals from our
existing ~5,500 clients
– ensuring their insurance aligns with their broader financial and wealth strategies.
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As part of the foundation team, you'll help shape how Infinite Insurance operates, scales, and supports clients nationally.
Key Responsibilities n
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Service and manage the insurance needs of
existing Infinity Group clients,
including renewals, endorsements, policy reviews and recommendations.
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Conduct thorough risk reviews,



identify protection gaps and provide tailored, compliant advice aligned to each client's financial strategy.
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Prepare and present quotes, comparisons and policy recommendations, including negotiating terms and premiums with insurers.
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Identify and develop current business opportunities through warm internal referrals and better support existing Infinity clients.
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Work collaboratively with administration, broker support and claims teams to deliver strong client outcomes, including support through complex claims.
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Maintain accurate CRM records and documentation while contributing to scalable processes as the division grows.
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What We're Looking For n
Experience & Qualifications
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3–5 years' experience in commercial or SME&broking;
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Strong knowledge of General Insurance products
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AR background desirable
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Strong understanding of insurer markets and underwriting
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Experience using brokerage management Systems
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Skills & Attributes n
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Comfortable working with warm internal referrals
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Clear communicator who builds trust quickly
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Highly organised, compliant, and detail-driven
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Confident operating in a growing, evolving business
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Why Join Infinite Insurance? n
Purpose-Driven Work
– Protect clients who already trust Infinity with their financial future
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Career Growth
– Be part of a new division with real influence and progression
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Competitive Remuneration
– We hire the best and reward the best
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Financial Empowerment
– Free access to Infinity's Rapid Repay program, financial education and wealth creation opportunities to fast track your own financial freedom
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First-Class Onboarding
– All-expenses-paid trip to our Gold Coast HQ
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If you believe great insurance advice is about
looking after people, not selling policies
, you'll feel right at home here.
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📌 Insurance Broker (Melbourne)
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📍 Melbourne