Insurance Business Development Specialist

1 week ago

Melbourne, Victoria, Australia beBeecommercial Full time $70,000 - $85,000
Commercial Account Executive

We are seeking an experienced and skilled Commercial Account Executive to join our team in Victoria, BC. In this role, you will be responsible for maintaining strong relationships with existing clients and identifying new business opportunities.

Key Responsibilities:
  • Maintain maximum retention of an existing book of business by providing exceptional client service;
  • Attend external client meetings as required;
  • Respond promptly to client emails and telephone calls;
  • Prepare all client services documents together with the support team;
  • Monitor abeyances for outstanding information;
  • Update spreadsheets such as Statements of Values and Contractors Equipment Schedules;
  • Liaise with placement team on placements, renewals and midterm policy changes;
  • Handle complete broking process on small mid-size policies within the book;
  • Review leases and contract documents and provide coverage advice to clients;
  • Provide bid costing for clients prior to tender closings and recommend appropriate coverage;
  • Complete certificate requests in conjunction with the support team;
  • Recommend additional coverage to clients using coverage checklist;
  • Quote and issue premium finance contracts as requested;
  • Attend internal renewal strategy meetings;
  • Proactively manage account receivables;
  • Adhere to corporate policies and procedures;
  • Maintain continuing education credits for licensing;
  • Other miscellaneous duties and special projects as required.
Requirements:
  • Level 2 Insurance License;
  • Minimum of 5 years account management experience and strong knowledge of commercial lines insurance;
  • CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education;
  • Self-starter with exceptional attention to detail and excellent verbal and written communication skills;
  • Intermediate computer skills including Microsoft Office Suite and Applied Epic;
  • Friendly professional demeanor with good sense of business acumen;
  • Natural ability to thrive in a team environment and work well with others;
  • Driven to success and able to represent the company brand and personal brand cohesively and confidentially.

Competitive salary and benefits programs, professional development training/courses, great collaborative work environment, positive and supportive setting which encourages health and wellness of our team.

  • Business Development Insurance Specialist

    1 week ago

    Melbourne, Victoria, Australia beBeeCareer Full time $90,000 - $120,000

    Business Development Insurance SpecialistA career opportunity exists for a professional to join a commercial insurance brokerage based in London, operating with a local presence in the South of England. The organization provides personal services to clients and fosters new business opportunities through recommendations and referrals.This role offers...

  • Account Specialist

    7 days ago

    Melbourne, Victoria, Australia Business Development Full time

    OverviewCareer Opportunities with UniTrust Financial GroupA great place to work.Careers At UniTrust Financial GroupCurrent job opportunities are posted here as they become available.InsuraTec Services Group is a leading provider of innovative insurance solutions committed to customer satisfaction and financial well-being. We are currently seeking dedicated...

  • Expert Insurance Business Developer

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInsurance Full time $90,000 - $120,000

    Key Job DetailsThis role presents an opportunity to contribute to the growth and development of a personal insurance division, while working in a values-driven team.You will leverage referral networks and marketing initiatives to generate high-quality insurance leads, providing full risk advice to clients with the support of the insurance team.Business...

  • Personal Insurance Development Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeRisk Full time $90,000 - $120,000

    Insurance Risk Specialist PositionThis opportunity enables you to make a significant contribution to the growth and development of our personal insurance division.You will leverage existing referral networks and marketing initiatives to generate high-quality insurance leads. You will also provide full risk advice to new and existing clients, supported by the...

  • Insurance Business Development Specialist

    7 days ago

    Melbourne, Victoria, Australia beBeeClient Full time $90,000 - $120,000

    Establish a strong presence in our Retail team as we continue to grow and expand.The Role:Develop and maintain business relationships with clients and insurersIdentify insurable risks and design appropriate insurance solutionsPromote the company's brand within the industryKey Requirements:Proven experience in account management or sales within the insurance...

  • Business Insurance Specialist

    5 days ago

    Melbourne, Victoria, Australia beBeeInsurance Full time $40,000 - $100,000

    Role OverviewThis position involves working as a Business Insurance Specialist with a leading life insurer. As a key member of the business unit, you will be responsible for facilitating phone and online enquiries, providing expert guidance to customers, and helping them understand their insurance options.Key Responsibilities:Meet monthly sales targets in an...

  • Manager -Remote

    7 days ago

    Melbourne, Victoria, Australia Business Development Full time

    OverviewCareer Opportunities with UniTrust Financial GroupA great place to work.Careers At UniTrust Financial GroupCurrent job opportunities are posted here as they become available.Join InsuraTec, a premier provider of financial services, as a Business Development Manager. We are seeking highly motivated individuals to drive insurance sales and deliver...

  • Business Development Specialist

    1 week ago

    Melbourne, Victoria, Australia beBeeCustomerCentricity Full time $90,000 - $120,000

    Business Development SpecialistWe're seeking an experienced insurance professional to join our team as a Business Development Specialist. This is an opportunity to make a real difference in the lives of our customers and communities.We strive to be customer-centric, made possible by our people's passion, ideas, and commitment. The role involves delivering...

  • Senior Insurance Business Development Specialist

    3 days ago

    Melbourne, Victoria, Australia beBeeInsurer Full time $120,000 - $260,000

    Insurance Portfolio LeaderThe role of Insurance Portfolio Leader is pivotal in our business, and we are seeking an accomplished professional to drive success on a large portfolio.Key ResponsibilitiesManage and grow a portfolio of commercial and personal insurance clientsProvide expert advice and tailored insurance solutions across multiple lines (e.g.,...

  • Business Insurance Specialist

    4 days ago

    Melbourne, Victoria, Australia beBeeInsurance Full time $80,000 - $120,000

    About our Business Insurance RoleKey Responsibilities:Deliver comprehensive support across insurance functions, including quoting, new business acquisition, renewals, endorsements, claims and reporting.Foster client relationships through proactive communication and exceptional service delivery.Facilitate claims resolution by liaising with clients and...