General Insurance Broker

We are seeking a highly experienced and motivated General Insurance Broker to join our growing team. This is not an entry-level broking position; we are looking for a professional who can independently manage a substantial portfolio of commercial and domestic insurance clients while providing exceptional service, technical expertise, and claims support.

The successful candidate will possess strong insurer relationships, excellent system knowledge, and the ability to manage client needs from initial placement through to claims resolution with minimal supervision.

As a client-facing role, you will be required to attend client meetings and maintain strong professional relationships while delivering tailored insurance solutions.

Key Responsibilities

• Manage and service a portfolio of commercial and domestic insurance clients.
• Prepare new business quotations, renewals, policy amendments, and endorsements.
• Conduct comprehensive insurance reviews and provide tailored risk management advice.
• Liaise and negotiate with insurers to achieve favourable outcomes for clients.
• Manage insurance claims from lodgement through to settlement.
• Provide exceptional customer service and maintain strong client relationships.
• Ensure compliance with all regulatory and industry requirements.
• Maintain accurate client records and documentation within company systems.
• Identify opportunities for portfolio growth and cross-selling.
• Attend client meetings and site visits as required.
• Work closely with management and team members to achieve business objectives.

Essential Requirements

Applicants must meet all of the following criteria:

Qualifications & Industry Experience

• Minimum 2 years' experience in an Insurance Broking role.
• Current Tier 2 Insurance Broking Qualification.
• Demonstrated experience managing both commercial and domestic insurance portfolios.
• Proven experience in claims management and insurer negotiations.
• Strong working knowledge of Steadfast insurer products and facilities.

Systems & Technical Knowledge

• Excellent working knowledge of the Lucinda CRM System.
• Excellent working knowledge of the CCX360 Compliance System.
• Minimum 4 years' hands-on experience using the Insight Broker Management System.
• Advanced proficiency in Microsoft Excel and Microsoft Word.
• Strong administration, documentation, and data management skills.

Personal Attributes & Skills

• Exceptional written and verbal communication skills.
• Strong organisational and time-management abilities.
• Ability to manage a portfolio with minimal supervision.
• High attention to detail and commitment to compliance requirements.
• Professional presentation and customer-focused approach.
• Ability to prioritise workloads and perform under pressure.

Work Requirements

• This is a full-time, office-based position with no work-from-home option.
• Availability to work Monday to Friday in the office.
• Must be willing to work paid overtime when required.
• Must hold a current driver's licence.
• Must have access to and be willing to use their own vehicle for client visits and business-related travel.

What We Offer

• Stable full-time employment within a professional insurance brokerage.
• Opportunity to manage an established and diverse client portfolio.
• Supportive and collaborative team environment.
• Ongoing professional development opportunities.
• Competitive remuneration package for the right candidate.

How to Apply

If you possess the required general insurance broking experience, technical expertise, and system knowledge outlined above, we encourage you to submit your resume and cover letter detailing your relevant experience and qualifications.

Only applicants who meet the essential requirements will be considered.