Insurance Broker

**About Us**:
Finsura is a leading Australian insurance brokerage with over 30 years of experience providing tailored insurance solutions to individuals, businesses, and organizations nationwide. Established in the 1980s, we have expanded its services to include General Insurance, Workers Compensation Consulting, Life Insurance, and Financial Planning, allowing for a holistic approach to risk management.

We are seeking an experienced and proactive **Insurance Broker (Account Manager)** to join our growing team.

**Salary Range**: $70,000 - $80,000 per annum

**Role**: Full-time

**Location**:Norwest, NSW 2153

**Key Responsibilities**:

- Manage and grow a portfolio of insurance clients, particularly in the building and construction sector, including builders, contractors, and SMEs.
- Assess client risk profiles by evaluating financials, trading history, and operational exposure to recommend appropriate insurance solutions.
- Provide broking services focused on construction insurance, including HBCF and other specialist products tailored for the building industry.
- Offer risk management advice and compliance support to help clients maintain licensing and insurance eligibility.
- Prepare insurance documentation, policy schedules, quotations, and renewals in a timely and accurate manner.
- Negotiate competitive premiums and coverage terms with insurers to secure optimal outcomes.
- Maintain strong communication with clients, underwriters, financial advisors, and accountants to support renewals, claims, and new business.
- Assist clients with lodging and managing insurance claims, liaising with insurers and stakeholders to ensure timely resolution.
- Ensure compliance with all legislative, regulatory, and company requirements.
- Stay updated with industry trends, insurance regulations, and product developments to provide proactive advice.

**Skills & Qualifications**:

- Master’s degree in Finance, Commerce, Accounting, or a related field.
- Minimum 2 years of experience in insurance broking, account management, or financial services
- Strong knowledge of insurance products, underwriting principles, and risk assessment.
- Excellent communication and relationship management skills.
- Proven ability to manage high-volume client portfolios and achieve performance targets.
- Analytical, detail-oriented, and solution-focused.
- Proficiency in MS Office; experience with CRM or broking software (e.g., BEAT, CIMS, SAP ERP, Xero) is highly desirable.

**Please answer the following when applying**:
1. Do you have Australian working rights?

2. Do you have two years’ experience in insurance broking or a related financial services role?

3. How many clients have you managed in your current or previous roles?

4. What insurance products or client segments have you worked with

Pay: $70,000.00 - $80,000.00 per year

Schedule:

- 8 hour shift

Work Location: In person