Client Manager

4 weeks ago

Canberra, ACT, Australia ClearCompany Full time
HAYLO People are specialists in General Insurance and Personal Injury recruitment, with a proven track record of connecting top talent with leading companies.

We're partnering with a well-established insurance brokerage in the Sydney CBD to recruit a Client Manager within their broking division. This role offers the opportunity to manage a diverse $400k - $500k income portfolio of clients across industries, while being supported by a dynamic and collaborative team.

The Role:
  • Take ownership of a portfolio of commercial clients, delivering high-level service and advice across all general insurance requirements.
  • Build and maintain strong relationships with clients, insurers, and underwriters.
  • Conduct annual pre-renewal meetings and internal strategy sessions where required.
  • Develop a deep understanding of client businesses, proactively identifying and managing insurance needs.
  • Arrange specialised insurance cover in complex cases and manage the insurance marketing process to deliver optimal results.
  • Provide clients with written confirmation of cover prior to expiry and detailed insurance manuals post-renewal.
  • Prepare professional, detailed reports for new business and renewals.
  • Manage claims awareness and ensure progress is monitored and communicated.
  • Identify and pursue new business opportunities through referrals and networking.
  • Mentor and support junior team members including Client Executives and Assistants.
About You:
  • Tier 1 qualification in Insurance Broking is essential; a University degree is highly regarded.
  • Minimum 4 years' experience in the General Insurance industry, with majority of these years spent in a broking or underwriting capacity.
  • Strong account management experience with confidence in handling complex commercial portfolios.
  • Proficiency in understanding compliance frameworks and adhering to regulatory standards.
  • Effective communicator with excellent written and verbal skills.
  • Tech-savvy with experience using systems such as Microsoft Office, Salesforce, IBAIS or similar.
  • Adaptable, detail-oriented, and comfortable managing deadlines in a fast-paced setting.
  • Passionate about customer service, business growth, and building long-term client relationships.
  • Motivated, self-driven, and capable of working independently while contributing to a team environment.
Benefits:
  • New business commission for developing existing portfolios and converting new leads.
  • Be part of a growing, ambitious organisation with a strong presence in the Sydney CBD.
  • Ongoing learning, professional development, and the opportunity to broaden your insurance expertise.
Location: Sydney CBD

We believe in the freedom to be our authentic selves and welcome people of all genders, ages, nationalities, ethnicities, sexual orientations, personalities, and perspectives to apply for any of our roles.

For more information or to discuss this opportunity in detail, please contact Marcus Castle on 0410 400 031 or marcus.castle@haylopeople.com.au.
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