Insurance Broker

Job Type : Permanent position | Full time position

Job Description

VeiraMal Consulting is seeking an experienced Insurance Broker to be a part of our client's business Archer Insurance in Port Melbourne. Our client offers a great working environment and a competitive salary for the right candidate.

Objective of the Position

To provide clients with informed, strategic insurance and finance advice tailored to their risk profile and business needs.

To support Archer Insurance in delivering exceptional brokerage services across commercial, personal, and specialised insurance and finance solutions.

Key Responsibilities

Monitoring economic trends and industry movements to anticipate potential impacts on clients' insurance or financial exposure and providing proactive advice.

Managing negotiation processes for clients involved in transactions or agreements requiring structured financial or insurance support.

Conducting detailed consultations with clients to understand their risks, financial objectives, and operational requirements, and sourcing products that best align with their needs.

Evaluating clients' financial standing and business performance to develop robust risk mitigation and funding strategies.

Designing customised lending or finance packages including asset finance, commercial property funding, mortgages, and project-based finance to support client objectives.

Explaining insurance policy features, coverage limitations, premium options, risks covered, benefits, and overall policy conditions clearly and professionally to prospective clients.

Interviewing clients to assess insurance and finance needs and making informed recommendations on the type and amount of cover suitable for their circumstances.

Arranging insurance policies, home loan mortgages, and other forms of finance for clients through banks, lenders, financiers, and insurance companies.

Facilitating all aspects of insurance and finance applications by liaising with insurers, banks, lenders, underwriters, and other financial partners.

Preparing and presenting documentation outlining policy conditions, loan terms, repayment structures, and financial arrangements.

Regularly reviewing client portfolios to identify new risks, significant changes in exposure, or adjustments in client circumstances, and advising on updated or additional insurance solutions.

Coordinating and brokering complex commercial arrangements such as equipment finance, development funding, commercial loans, and leasing structures.

Building long-term advisory relationships with clients through ongoing reviews, communication, and updates to their insurance and financial programs.

Requirements

Demonstrated experience in insurance broking or financial advisory roles.

Strong understanding of insurance products, risk assessment principles, and financial structures.

High attention to accuracy, compliance, and documentation standards.

Ability to manage competing priorities and meet deadlines in a fast-paced professional environment.

Excellent relationship-building and interpersonal communication skills.

Skilled in reviewing client needs, preparing quotes, and negotiating terms with insurance and finance partners.

Commitment to delivering exceptional client service and maintaining ethical, transparent professional conduct.

Qualifications / Experience

Experience in insurance broking, financial services, lending, or risk advisory.

Relevant qualification in insurance, finance, business, or a related discipline (preferred).

Strong communication, client service, and analytical skills.

Additional Details

Responsible for : Delivering high-quality insurance and finance brokerage services to clients.

Accountable to : Manager / Director.

Performance Appraisal : Three months after appointment, then at least annually and / or as required.

Remuneration : $70k - $80k + Superannuation.

Location :

• Cook St, Port Melbourne, VIC

Job Type : Full-time, Permanent.

Working Hours : 38 hours per week. This position will give you the opportunity to work in a fast-paced manufacturing environment in a growing business.

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