Insurance Broker Portfolio Manager

2 days ago


Melbourne, Victoria, Australia Hooker & Heijden Full time

Hooker & Heijden's Insurance Broking division is seeking an experienced Insurance Broker to manage a portfolio of existing clients. This role requires a strong understanding of insurance products and excellent communication skills to provide exceptional client service.

The successful candidate will have:

  • 5+ years of insurance related experience.
  • Exposure to classes such as Business Packs, Liability and Commercial Motor.
  • Prior experience undertaking all aspects of insurance broking, including responding to client requests, processing and documentation associated with the portfolio, and claims management.
  • Excellent communication and negotiation skills.
  • Ability to work in a collaborative team environment.
  • Tier 1 broking essential.
  • Competent in IT and office procedures.
  • Winbeat and Sunrise experience.

Duties in this role will include:

  • Maintenance of a portfolio of risks.
  • Processing quotations, endorsements, renewals and cancellations.
  • Proactively acting upon new business leads provided by the brokerage.
  • Identifying opportunities for cross-sell and/or up-sell of product to clients.
  • Working collaboratively with team members.

This is an excellent opportunity for a motivated and experienced Insurance Broker to join our team and take their career to the next level.


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