Senior Associate

2 weeks ago


Sydney, New South Wales, Australia Lockton Full time $90,000 - $120,000 per year

Senior Associate - Insurance Broker (Care, Community & Education Specialty)

  • Full-time, permanent opportunity
  • Work for the world's largest privately owned insurance broker
  • Excellent opportunity for someone to build a career in a fast-growing company

Are you a self-motivated insurance broker wanting to work on a diverse portfolio? Working at Lockton is an exciting chance to be a part of a vision and growth which leads to results. We genuinely care about our people by operating with a flat structure where anyone can raise ideas and think creatively. We encourage our associates to collaborate and for everyone to feel valued, whilst having some fun along the way. In fact, Lockton Australia is certified as a Great Place To Work company and featured on the Top 50 Workplaces for Women in 2023.

If this sounds like something you'd enjoy, we have an excellent opportunity for someone to join our Sydney office as a Senior Associate and be part of our Care, Community & Education Specialty team.

What will you be doing?

  • Portfolio Management
    – End-to-end management of mid-market/corporate clients (including monthly forecast reporting) and support colleagues on larger accounts.
  • Business Development
    – Contribute to new business activities and identify and develop new business prospects.
  • Relationship Building
    – Develop and maintain close working relationships with key stakeholders, specifically clients, insurance markets and distribution partners.
  • Client Advice
    – Provide personalised advice to clients in all matters affecting their insurance program needs, including explaining insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover.
  • Business Retention
    – Contribute to business retention activities. This includes all forms of customer service and broking standards.

To be successful in this role, you will need:

  • Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.
  • Be able to manage multiple responsibilities simultaneously.
  • Have excellent communication and interpersonal skills (verbal and written).
  • Have a high level of attention to detail, quality standards and compliance.
  • Be proactive and responsive to client requirements with problem solving ability.
  • Have a strong 'can-do' attitude, work ethic and willingness for career development

You will need the following experience and qualifications:

  • Tier 1 qualification in Insurance Broking.
  • Have at least 5 years of experience in the insurance industry.
  • Be presentable, confident and professional as the role will require you to liaise with clients on behalf of our business.
  • Knowledge of insurance products, legislative obligations and claim processes.
  • Proficient in Microsoft Office Suite.
  • WinBEAT experience or other similar software experience preferable.

We offer:

  • A strong focus on training and development opportunities at all levels and a 10-week mentoring program.
  • Discounted corporate private health insurance and a free flu vaccination program.
  • Salary Continuance insurance to protect you and your family in the event you suffer an illness or injury.
  • Extra paid Summer and winter day to focus on your wellness.
  • Paid parental leave and volunteer leave.
  • Opportunities to give back to the communities in which we work and live.
  • Access to an employee assistance program for coaching and counselling.
  • The opportunity to get involved or participate in initiatives organised by our Wellness, Diversity, Equity, & Inclusion, Young Professionals and Corporate Social Responsibility Associate Resource Groups.

How to apply:

If you think you'd be a great fit, please click "apply" with a CV and detailed cover letter indicating why this job posting caught your attention and how your skills and experience are a fit for this role.

Lockton is an equal opportunity employer. We strongly encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, women and people with a cultural or linguistically diverse background.


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