Insurance Sales Manager

5 days ago

Sydney, New South Wales, Australia beBeeTeamLeader Full time $90,000 - $120,000
Position Title: Team Leader

The Team Leader plays a pivotal role in overseeing the day-to-day operations and functionality of a team. This involves enabling team members to develop and maintain strong client relationships while achieving maximum sales of insurance and financial services products.

Key Responsibilities:
  • Sales & Marketing:
    • Achieve growth targets and retention rates.
    • Contribute to acquiring new business and preparing submissions for new opportunities.
    • Build and maintain a relevant network of business contacts.
    • Assist in developing client revenue budgets and work to meet or exceed set targets.
  • Client Service:
    • Manage a portfolio of clients to ensure their insurance and risk management needs are fully addressed to their satisfaction.
    • Maintain strong client relationships through timely, accurate administration including invoicing, quotes, premiums, and adjustments.
    • Collect client information supporting renewal documentation and generate reports according to standards.
    • Facilitate timely settlement of claims.
    • Implement renewal and broking strategies per instructions, coordinating with claims teams to protect client interests.
    • Proactively resolve client issues and respond to inquiries.
  • Operations:
    • Ensure practices are in place to reduce Errors & Omissions (E&O) claims.
    • Assist with overall account management and debtor management, including minimizing debts beyond 180 days.
    • Deeply understand and promote Gallagher's insurance, financial services, and premium funding products during client interactions.
    • Guarantee 100% accuracy in client documentation and internal procedures.
    • Make decisions aligned with client needs, Gallagher policies, and relevant legislation.
    • Escalate issues or grievances when necessary and identify cross-marketing opportunities.
    • Uphold high ethical and professional standards to maintain Gallagher's reputation and brand.
  • Broking Excellence:
    • Serve as a knowledgeable expert in insurance and risk management, acting as an intermediary for clients.
    • Manage placement of insurance, claims processing, quoting, and renewal administration effectively.
    • Maintain product knowledge relevant to specific sectors (such as Marine) and industry trends.
    • Ensure compliance with applicable legislation, regulations, duties, levies, codes, and organizational standards.
    • Use core broking and document management systems efficiently.
    • Self-manage time to produce accurate work and sound advice.
    • Collaborate with colleagues to benefit clients and the business.
    • Be registered and qualified with the national insurance broker association.
    • Comply with ASIC's minimum training standards for financial product advisers (RG146).

Key Competencies:
Leadership

  • Relationship Management (Proficient)
  • Collaboration (Proficient)

Execution

  • Business Acumen (Proficient)
  • Results-Driven (Proficient)
  • Accountability (Proficient)

Client Focus

  • Client Excellence (Proficient)
  • Negotiation & Persuasion (Proficient)
  • Effective Communication (Proficient)

Qualifications & Education:

  • Preferably a Diploma in Financial Services or other relevant tertiary qualifications.
  • Essential Tier 1 qualification (Australia).

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