McLardy McShane Insurance Advisors – Sydney CBD NSW

Key responsibilities

- Growing and servicing an existing network of accounts including provision of quotation documentation, claims management, policy documentation and file audits, issue and distribution of certificates of confirmation, and preparing slip & presentations
- New business opportunity development
- Report generation and distribution
- Assist in the preparation of end of month requirements
- Assist in debtors collection under the guidance & instruction of Branch Manager
- Develop relationships with underwriters and insurance professionals
- Maintaining client relationships through personal advice, presenting recommendations and options, keeping clients briefed on market trends, and maintaining regular contact
- Policy renewal including gathering underwriting information, obtaining renewal instructions, negotiating terms with underwriters, and preparing renewal documents
- Acting on behalf of the client in the settlement of claims in their best interests
- Ensuring customer complaints are escalated and responded to within specified Internal Dispute Resolution timeframes

About you

- Tier 2 and Tier 1 qualifications mandatory
- Diploma of Financial Services desirable
- Tertiary qualifications in a business-related discipline, but not mandatory
- Budget management and debtor management experience




- Ability to build relationships with all stakeholders including staff, clients, insurance companies and other industry professionals
- Technical insurance and broking skills in accordance with RG 146 requirements including insurance products, legislative obligations, and claims processes
- Literacy in technology and systems in current use in the insurance industry
- Knowledge of RG 271 (Internal Dispute Resolution)
- Knowledge of compliance requirements in broking
- Strong client relationship management, communication, negotiation, and teamwork capabilities

- 4 weeks of annual leave
- 10 days of paid personal leave
- 12 weeks employer funded primary carers leave, 3 weeks employer funded secondary carers leave
- 3 days fertility, compassionate and miscarriage paid leave
- 11% superannuation contribution
- Fun, flexible work culture that prioritises people first
- Solid community ties and involvement with charitable organisations encouraged

About us

McLardy McShane is an organisation with a culture centred on sharing office responsibilities with fellow work colleagues, joining in and projecting a positive approach to all situations, offering and encouraging assistance to others, and energetic involvement in internal and external office activities and charitable support areas and functions.

📌 Account Manager (Sydney)
🏢 McLardy McShane Insurance Advisors
📍 Sydney