Senior Insurance Broker Portfolio Manager

1 month ago


Melbourne, Victoria, Australia Hooker & Heijden Full time

Overview


Hooker & Heijden is a leading recruitment services company that specializes in insurance broking. We have an exciting opportunity for a motivated and experienced Insurance Broker to join our team as a Senior Insurance Broker Portfolio Manager.



Job Description


The successful candidate will be responsible for managing a portfolio of existing clients, providing exceptional customer service, and growing business through new leads and cross-selling opportunities. This is an internal role that requires all aspects of client service, including process documentation, quotations, renewals, and claims management.



Key Responsibilities



  • Maintenance of a portfolio of risks, ensuring timely and effective management of client relationships.
  • Processing quotations, endorsements, renewals, and cancellations, adhering to industry standards and regulations.
  • Proactively identifying and acting upon new business leads provided by the brokerage, with a focus on driving growth and revenue.
  • Developing and implementing strategies to identify opportunities for cross-selling and/or up-selling of products to clients, maximizing revenue potential.
  • Working collaboratively with team members to achieve business objectives and improve overall performance.


Requirements



  • 5+ years of experience in insurance related roles, preferably with a strong background in broking.
  • Exposure to classes such as Business Packs, Liability, and Commercial Motor, with a solid understanding of industry-specific knowledge.
  • 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, with the ability to build strong relationships with clients and stakeholders.
  • A willingness to take direction from senior staff and work collaboratively within a team environment.
  • Tier 1 broking essential, with a strong understanding of industry standards and regulations.
  • Competent in IT and office procedures, with proficiency in systems and software relevant to the role.


What We Offer


We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience, plus benefits and career development opportunities. If you are a passionate and motivated individual with a strong desire to succeed in insurance broking, we encourage you to apply for this exciting opportunity.



About Us


Hooker & Heijden is a leading recruitment services company that specializes in insurance broking. We have a strong reputation for delivering exceptional results and building long-term relationships with our clients and candidates.



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