Client Manager

Client Manager

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We have an excellent opportunity for an experienced insurance broker to join our Sydney office as a Client Manager in the REAC team.

• Hybrid and Flexible Work Environment in Sydney
• Work for the world's largest privately owned insurance broker
• Grow and own your career path in insurance by working with top-tier mentors

What will you be doing?

• Portfolio Management - Manage a ~$1m portfolio of clients to ensure their insurance and risk management needs are fully met.
• Business Development – Contribute to new business activities and identify and develop new business prospects by cross-marketing.
• Relationship Building - Develop and maintain close working relationships with key stakeholders, specifically insurance markets and distribution partners.
• Client Advice – Provide personalised advice to clients in all matters affecting their insurance program needs, including explaining insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover.
• Claims - Ensure timely and, wherever possible, favourable settlement of claims by following up claims with internal Claims Department or Insurer Claims Officer.

To be successful in this role, you will need to:

• Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.
• Be able to manage multiple responsibilities simultaneously and adapt when necessary.
• Have excellent verbal and written communication, leadership, and interpersonal skills.
• Have a high level of attention to detail, quality standards and compliance.

You will need the following experience and qualifications:

• Diploma of Insurance broking or equivalent tertiary education preferred
• Minimum of 10 years insurance broking experience within the financial services industry with local and international markets
• Knowledge of insurance products, legislative obligations and claim processes
• Proficient in Microsoft Office Suite
• WinBEAT/OrganiseIT experience or other similar software experience is an asset

We offer:

• An agile/hybrid work environment.
• A strong focus on training and development opportunities at all levels and a 10 week mentoring program.
• Discounted corporate private health insurance and a free flu vaccination program.
• Salary Continuance insurance to protect you and your family in the event you suffer an illness or injury.
• Competitive remuneration packages along with reward & recognition schemes.
• Paid parental leave and volunteer leave.
• Opportunities to give back to the communities in which we work and live.
• Access to an employee assistance program for coaching and counselling.
• The opportunity to get involved or participate in initiatives organised by our Wellness, Diversity, Equity, & Inclusion, Ignite and CSR Associate Resource Groups

About Lockton

Since our foundation in 1966, Lockton has grown to become the world's largest privately owned insurance broker. Certified as a Great Place to Work in Australia, our structure and unique culture empowers Associates to make decisions and influence the direction of the business.

With top-tier mentors and a 98% client retention rate in Australia, we employ some of the best and brightest minds in the risk and insurance industry.

The insurance industry isn't going anywhere. It's stable. It's secure. Over 300 Associates help organisations every day to drive profitability over the long-term and become more resilient.

To learn more about Lockton please visit:

How to apply:

If you think you'd be a great fit, please click "apply" with a CV and detailed cover letter indicating why this job posting caught your attention and how your skills and experience are a fit for this role.

Lockton is an equal opportunity employer. We strongly encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, women and people with a cultural or linguistically diverse background.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionGeneral Business
• IndustriesInsurance

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