The Role Working alongside our Client Relationship Managers, you'll play an important role in delivering responsive, accurate service to clients and supporting the management of their insurance requirements. Your responsibilities will include:
- Processing new business, renewals, endorsements and policy amendments
- Obtaining and following up quotations
- Assisting with the collection of underwriting information
- Preparing client and underwriter correspondence
- Responding to client enquiries and following through on requests
- Supporting the issue of policy documentation and invoices
- Assisting with debtor management and premium collection
- Maintaining accurate client records and documentation
- Identifying and escalating complaints in accordance with regulatory requirements
- Working closely with Client Relationship Managers and the broader broking team
- Building your knowledge of clients' businesses, industries and risks
- Taking ownership of your professional development and compliance requirements. About you Technical capability matters, but we're particularly interested in how you approach the role. You'll probably suit Guardian if you're the kind of person who wants to understand the client, take ownership of your work and gradually be trusted with more rather than staying within a narrowly defined set of tasks. You'll bring:
- Tier 1 insurance broking qualification
- Previous account broking experience, ideally within commercial insurance
- Robust client service and communication skills
- Confidence dealing with insurers, clients and colleagues
- Good organisation and attention to detail
- Initiative and the ability to work with increasing independence
- A willingness to keep learning and developing your technical capability
- Strong systems literacy, with WinBEAT and OfficeTech experience advantageous
- An understanding of insurance industry regulatory and compliance requirements. Why Guardian? We're not looking for someone who simply wants a change of scenery and the same job somewhere else. We're looking for someone who sees broking as a career and wants the opportunity to build on what they already know. At Guardian, you'll have the opportunity to broaden your experience, work across a varied commercial client base and take on greater responsibility as you demonstrate you're ready for it. For someone with the capability and drive, that could mean progressing into an Account Manager role and ultimately Client Relationship Manager. Progression isn't based on a set timeframe. It will depend on your development, performance and readiness to take that next step. You'll also have access to:
- Ongoing career development
- Education and training
- Exposure to a varied commercial client base
- On-site parking
- Some flexibility within an office-based role Ready for more? If you've built a foundation in insurance broking and you're ready for a role where you can continue developing, take on more responsibility and build towards managing client relationships of your own, we'd like to hear from you. Full Position Description and Additional information on Guardian is available via our website. For a confidential discussion, please contact Fiona Wood, Chief Operating Officer on [0429 980 873](tel:0429 980 873).