Senior Insurance Advisor

3 days ago


Melbourne, Victoria, Australia beBeeRiskManagement Full time $150,000 - $180,000
Role Details

The Risk Adviser, Priority Life role entails providing expert advice and insights to support clients and services while identifying opportunities and risks.

Key Responsibilities
  • Maintain strong relationships with referrers and conduct meetings with prospects.
  • Attend medical conferences as required to source new leads.
  • Local and interstate travel as required.
  • Review existing insurance policies.
  • Serve existing client needs; contact clients to maintain strong relationships and review if their insurance portfolio is still appropriate for their circumstances.
  • Prepare all advice documentation.
  • Oversee insurance applications/underwriting/new business follow up.
About You
  • Minimum 2 years' experience in risk management as a Risk Adviser.
  • Extensive knowledge of personal risk insurance including Life, TPD, Trauma, Income Protection, and Business Expense cover.
  • Proficiency in Xplan (including Risk Researcher) and Microsoft Office Suite.
  • Ability to build and maintain strong relationships with key stakeholders.
  • Strong investigative, analytical, and problem-solving skills.
  • Demonstrates a passion and pride in delivering successful outcomes.


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