Insurance Brokerage Manager

3 weeks ago


Traralgon, Victoria, Australia Findex Full time
About the Role

We are seeking an experienced and motivated individual to manage and expand our thriving client base in the Warragul and surrounding region.

Key Responsibilities
  • Build and maintain enduring relationships with clients and Key Relationship Managers across various Findex offices in the region
  • Provide timely and 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, KPIs, budgets, and any relevant client matters
What We Offer
  • A highly regarded team in a collaborative environment
  • A 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
Requirements
  • 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
About Us

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.


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