General Insurance Adviser/broker

1 month ago

Geelong, Australia Findex Full time

Manage and expand our existing client base. With an abundance of warm leads and existing clients, your focus will be on providing quality advice across a broad range of clients and industries.

Eager to embrace a new challenge? We are seeking a motivated and experienced professional to join our team, managing and expanding our **General Insurance client base **.

With a wealth of warm leads and existing clients, this role focuses on providing top-notch commercial insurance advice to a diverse array of clients and industries. As part of our high-performing team, you’ll be encouraged to drive business growth and build upon our existing client network

**What will your typical week look like?**
- Build and maintain an enduring relationship with clients and Key Relationship Managers across various Findex offices in the region
- Provide timely, appropriate advice in the key areas of general insurance
- Approach client matters with versatility and understanding
- Adhere to the Findex process including the use of all Adviser tools
- Meet activity and targets as set by the divisional heads
- Attend regular Adviser Meetings and report on tasks, KPI's, budgets and any relevant client matters

**More about the perks**
- Work as part of a highly regarded team in a collaborative environment
- Flexible advice role servicing a diverse client base across the region
- Competitive salary, flexible work options and more
- Clearly defined career progression with strong growth opportunity

**Let’s talk about you**
- Demonstrated background in commercial insurance advice and placement
- Tier 1 qualifications minimum and Diploma of Insurance broking preferred
- Strong team leadership experience (desirable)
- Exceptional relationship and stakeholder management skills
- Strong commercial acumen

**Lets talk about our team**
- Highly experienced collaborative team of Advisers, mentors and Leaders
- Large Corporate Advice business with solid infrastructure, systems, and support
- Close knit local team who collaborate and work together
- Administration support provided through our Client Services team

**About us: Why Findex? #writeyournextchapter**

We're not just a financial services provider; we're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

**Next Steps?**

**PLEASE NOTE**:

  • General Insurance Adviser/Broker

    1 month ago

    North Geelong, Australia Findex Full time

    Eager to embrace a new challenge?  We are seeking a motivated and experienced professional to join our team, managing and expanding our General Insurance client base. With a wealth of warm leads and existing clients, this role focuses on providing top-notch commercial insurance advice to a diverse array of clients and industries. As part of our...

  • Insurance Business Growth Specialist

    4 weeks ago

    North Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking an experienced professional to join our team as a General Insurance Adviser/Broker, focusing on expanding our client base and providing top-notch commercial insurance advice to diverse clients.

  • Assistant Account Executive

    6 months ago

    Geelong, Australia Roderick Insurance Brokers Full time

    Roderick Insurance Brokers offers a rewarding career for those in Geelong or Werribee looking for a challenging and diverse profession. The job involves analysing “risks” to help people decide what needs insuring and what can be managed in other ways. No day is the same as every person has a different situation that needs to be insured - broking is...

  • Financial Services Professional

    4 weeks ago

    North Geelong, Victoria, Australia Findex Full time

    Are you passionate about delivering exceptional commercial insurance advice? We're seeking a highly skilled and experienced professional to join our team as a Financial Services Professional - General Insurance Specialist.About the RoleThis is an exciting opportunity to work with a diverse range of clients and industries, providing top-notch commercial...

  • Superannuation Adviser

    6 months ago

    Geelong, Australia Spirit Super Full time

    Spirit Super is a national, profit-for-member, industry super fund managing approximately $27.5 billion in funds. The fund offers strong outcomes, award-winning service, product excellence and financial sustainability to members across Australia. We are focused on creating Australia’s most dynamic superannuation fund by bringing customised super solutions...

  • Account Executive and Assistant Account Executive

    6 months ago

    Geelong, Australia Maxwell Stone Consulting Full time

    High-performing, collaborative team with positive work culture - Applications invited from broking, underwriting or claims professionals - Work with an interesting variety of loyal SME clients Outstanding opportunity for an experienced Insurance professional to join this highly regarded firm, as either an Account Executive / Insurance Broker or Assistant...

  • Insurance Claims and Workplace Health Specialist

    2 weeks ago

    Geelong, Victoria, Australia KPMG Full time

    Company OverviewKPMG's Insurance Claims and Workplace Health practice is dedicated to helping insurers, schemes, and employers deliver exceptional claims outcomes and customer experiences for injured individuals.We provide tailored solutions to personal injury insurers and schemes, life insurers, general insurers, self-insurers, and employers, navigating...

  • Senior Commercial Insurance Specialist

    4 weeks ago

    North Geelong, Victoria, Australia Findex Full time

    About the RoleAre you an experienced professional with a passion for commercial insurance? We are seeking a skilled Senior Commercial Insurance Specialist to join our team at Findex, providing expert advice and guidance to clients across the region.Job SummaryThe ideal candidate will have a strong background in commercial insurance advice and placement, with...

  • Insurance Claims and Workplace Health Expert

    3 weeks ago

    North Geelong, Victoria, Australia KPMG Full time

    Job DescriptionKPMG's Insurance Claims and Workplace Health practice seeks experienced professionals to help insurers, schemes, and employers improve claims outcomes and customer experience for injured individuals.We provide guidance to personal injury insurers and schemes, life insurers, general insurers, self-insurers, and employers in navigating complex...

  • Panel Shop Manager

    2 weeks ago

    Geelong, Australia Western General Bodyworks Group Full time

    **Gordon Ave Accident Repair Centre** is recruiting an experienced **Manager** for an automotive repair shop in **Geelong**, Victoria. **About the role**: **The Estimator is expected to**: - Accurately, timely and completely assess damage to vehicles to produce and document a cost-effective appraisal resulting in customer satisfaction while achieving an...

  • First Nations Program Leadership Opportunity

    4 weeks ago

    Geelong, Victoria, Australia National Disability Insurance Agency Full time

    Company OverviewThe National Disability Insurance Agency (NDIA) is a leading organization in the disability sector, dedicated to enhancing the quality of life and increasing economic and social participation for people with disability.We are committed to supporting an inclusive and diverse workforce, welcoming applications from People with Disability, First...

  • Highly Experienced Senior Project Manager Wanted for Commercial Insurance Firm

    4 weeks ago

    North Geelong, Victoria, Australia JV Recruitment Full time

    Located in the eastern seaboard of Australia, we have a long history of successful placements with various builders and construction companies.We currently have an exciting opportunity available with one of our commercial insurance clients.The client:This company has a strong reputation for providing insurance rectifications across the Strata and Heritage...

  • Client Services Officer

    6 months ago

    Geelong, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Geelong office. Day to day, you will support our Advisers and ensure...

  • Peer Mentors

    3 months ago

    Geelong, Australia Access Your Supports Full time

    **Peer Mentors (Geelong, Colac and Ballarat Regions)**: **Job Category**: Peer Mentor**Job Type**: Casual**Job Location**:Ballarat, Colac, Geelong**THE SCOPE AND PURPOSE OF THE JOB** The Peer Mentor acts as a role model to their NDIS participants. The main objective for a Peer Mentor is to ensure their participants are working towards achieving their NDIS...

  • Client Service Liaison

    1 month ago

    Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking an experienced Client Service Liaison to join our team at Findex. As a key member of our Client Services team, you will be responsible for providing exceptional client service and administrative support to our team of Financial Advisers.Key ResponsibilitiesPrepare accurately reconciled client review reporting for Advisers.Liaise...

  • Customer Service Liaison

    2 weeks ago

    Geelong, Victoria, Australia Findex Full time

    About FindexFindex is a big and bold business that values a client-first approach. We adopt a dynamic working environment, empowering our people to operate from wherever they find themselves most engaged, productive, and collaborative.Our TeamWe have a wealth of knowledge in Customer Services and financial planning. Our team is supportive, positive, and...

  • Senior Claims Analyst

    4 weeks ago

    Geelong, Victoria, Australia KPMG Full time

    Job OverviewKPMG's Insurance Claims and Workplace Health practice is seeking experienced professionals to help insurers, schemes, and employers deliver better claims outcomes and customer experience for injured individuals.We assist personal injury insurers and schemes, life insurers, general insurers, self-insurers, and employers in navigating complex...

  • Strategic HR Partner

    3 months ago

    Geelong, Australia CSIRO Full time

    **Acknowledgement of Country**: CSIRO acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past and present. **Child safety**: CSIRO is committed to the safety and wellbeing of all children and...

  • General Practioners

    6 months ago

    North Geelong, Australia GMHBA Full time

    Remarkable people; remarkable career. We have opportunities for VR GPs to join our team at Lara Medical Centre, full time or part time. About us GMHBA began almost a hundred years ago to provide healthcare to Geelong’s workers and has since grown to become one of Australia’s largest regionally based health insurers. As a community-focused...

  • Business Development Coordinator

    4 weeks ago

    Geelong, Victoria, Australia Findex Full time

    About UsFindex is a dynamic financial services company that values well-being and empowers its employees to work from anywhere they feel most productive.We're seeking a motivated Client Services Officer to join our team in Geelong. As a key member of our Client Services team, you'll play a vital role in supporting our Financial Advisers and ensuring...