Insurance Expert

1 week ago

Sydney, New South Wales, Australia beBeeAdvisor Full time $90,000 - $120,000

About the Role

  • We are seeking a skilled professional to join our team as an Insurance Advisor.

Key Responsibilities

  • Draft new business proposals, engagement documentation, and due diligence reports to support client service delivery;
  • Support the growth of our insurance services in Australia and New Zealand;
  • Provide risk management advice to clients;
  • Maintain a database for private equity clients to facilitate relationship development;
  • Liaise with internal teams to implement insurance placements;
  • Contribute to due diligence projects, including client reporting;
  • Ensure accurate tracking and maintenance of databases.

Requirements

  • A motivated individual with strong organizational and prioritization skills;
  • Ability to work efficiently in a team environment and independently;
  • Insurance broking, private equity, financial or legal services experience would be ideal but not essential;
  • Strong data analysis, document research, report writing and verbal communication skills;
  • Intermediate to expert level competency using Microsoft Office applications;
  • Ability to build strong working relationships at all levels;
  • Ambitious and motivated to grow within the organization;
  • Self-motivated with the ability to manage deadlines;
  • Compliance with regulatory requirements is expected.

About Our Team

  • Our well-established team provides opportunities for learning and growth within the industry;
  • Excellent mentoring and development opportunities are available;
  • Vast range of transactions for leading corporations and financial firms;
  • Professional and motivated team environment.

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