Account Manager, Insurance Broking

5 days ago

Lindfield, New South Wales, Australia Peter Vickers Business Group Full time $60,000 - $120,000 per year

About Us

Peter Vickers Business Group, founded in 1979, offers a comprehensive range of financial services including tax, superannuation, SMSF and investment advice, audit, and administration of SMSFs, finance broking, and insurance. From our offices in Lindfield and Windsor, we provide tailored advice to manage, protect, and grow our clients' wealth, whether they are individuals or businesses. We are registered tax agents, registered company auditors, and hold an Australian Financial Services Licence, enabling us to offer investment advice. Our associated company, Peter Vickers Insurance Brokers Pty Ltd, specializes in general and life insurance broking, providing expert solutions to meet client needs.

About the Role

This is a full-time on-site role for an Account Manager, Insurance Broking located in Lindfield, NSW. The Account Manager will be responsible for managing client relationships, handling insurance policy renewals, assessing risk and coverage needs, quoting, cross-selling, and negotiating with insurance providers. Day-to-day tasks include preparing and presenting insurance proposals, maintaining accurate client records, and ensuring compliance with industry regulations and company standards. The role involves both client servicing and converting new business enquiries.

Key Responsibilities:

  • Manage and grow a portfolio of commercial and personal insurance clients
  • Conduct client reviews, need assessments, and provide tailored insurance solutions
  • Prepare and negotiate insurance renewals and quotes with underwriters
  • Provide claims support and follow-up to ensure timely resolution
  • Maintain strong relationships with clients, insurers, and internal teams
  • Stay up to date with insurance market trends, policy changes, and compliance regulations

Qualifications

  • 1-2 years of experience in an account management or insurance advisory role is preferred
  • Relevant qualifications (either completed or pursuing) in insurance or financial services (e.g., Diploma of Insurance Broking, Certificate IV in General Insurance).
  • Knowledge of risk assessment and insurance coverage
  • Experience in managing client relationships and negotiating with insurance providers
  • Proficiency in preparing and presenting insurance proposals
  • Excellent written and verbal communication skills
  • Attention to detail and strong organizational skills
  • Ability to work independently and as part of a team
  • Previous experience in insurance broking is a plus

Why Join Us?

  • Supportive and inclusive team culture
  • Career growth and professional development opportunities
  • Competitive salary package including employee share scheme
  • Flexible work environment
  • Genuine family-friendly environment in a suburban office location
  • Opportunities for further training and qualifications

How to Apply:

To apply, please submit your resume
outlining your relevant experience and qualifications.

Only shortlisted candidates will be contacted.

Work Authorisation: Australia (Required)

Work Location: On-site full-time

Application Deadline: 3/11/2025

  • Business Manager

    1 week ago

    Lindfield, New South Wales, Australia Suttons Full time $90,000 - $120,000 per year

    Volvo Cars Lindfield is NSW's largest and most trusted Volvo dealership. We are a member of the Suttons Motor Group, which continues to be the most trusted family owned and operated automotive group for over 75 years. Sydney trusts SuttonsABOUT THE ROLEWe're seeking a driven and experienced Business Manager to deliver strong Finance and Insurance results....

  • Supermarket Assistant Store Manager

    2 weeks ago

    Lindfield, New South Wales, Australia Supamart Full time $80,000 - $90,000 per year

    Are you results driven, customer focused and enthusiastic?  Would you like the opportunity to work for a progressive company experiencing growth?  We are currently seeking an experienced Assistant Store Manager for Supamart Lindfield.As the Assistant Store Manager you will assist in the day to day Store Management ensuring the highest store standards are...

  • Chef Manager

    2 weeks ago

    East Lindfield, New South Wales, Australia Aveo Full time

    **The Opportunity Lindfield Gardens Retirement Living** is nestled amongst serene bushland in East Lindfield, overlooking the sparkling upper reaches of Middle Harbour. Working closely with your small team of hospitality staff, you'll lead the kitchen to success by providing exquisite catering & daily hospitality services that exceed the satisfaction of all...

  • Account Manager

    6 days ago

    Lindfield, Australia Peter Vickers Insurance Brokers Pty Ltd Full time

    **About Us**: Peter Vickers Business Group is a well-established firm on the North Shore offering tailored financial solutions to its clients. As part of this group, our Peter Vickers Insurance Brokerage team prides themselves on providing a professional and personal service covering a wide range of business insurance products, tailored to suit current and...

  • Compliance & Client Support Officer

    2 days ago

    Lindfield, Australia Peter Vickers Business Group Full time

    **About the Company**: Peter Vickers Business Group (PVBG) is a well-established boutique Financial Services Firm on the North Shore. We offer a diverse range of financial solutions and advice to our clients from Accounting, Tax, Insurance, Superannuation and Investment Services. Accounting is one of our core strengths at Peter Vickers Business Group -...

  • Corporate General Manager

    4 days ago

    Lindfield, Australia PW Star Realty Pty Ltd Full time

    Direct and oversee the Company’s operations. Provide daily management directions and endorse policies to fulfil business goals and maximise the company's profit and efficiency. - Make decisions regarding the overall Company objectives, visions, operational processes and management policies. - Plan and administer the Company’s financial forecasts and...

  • Sales - Sales Agent

    1 week ago

    Lindfield, Australia Belle Property Full time

    **Willoughby / Lindfield, NSW**: Located in Sydney's prestigious Lower North Shore, award-winning Belle Property Willoughby is a boutique real estate agency known for its innovation, professional standards and excellence in real estate sales. It has built its reputation on the provision of customer service excellence and outstanding results. Our team strive...

  • Pathology Collector

    6 days ago

    Lindfield, Australia Laverty Pathology Full time

    Pathology Collector **Job reference**: #3247**Brand**:Laverty Pathology**Location**:Sydney Metro North Region**Work type**: Part Time (Permanent) 20.00 hours per week**Schedule**: Various shifts between Monday to Sunday and Public Holidays, as required**About** **us** - Laverty Pathology is part of Healius’ Pathology division, one of Australia’s leading...

  • Supermarket Assistant Store Manager

    2 weeks ago

    Lindfield NSW, Australia Supa IGA Cremorne Full time $800,000 - $900,000 per year

    Are you results driven, customer focused and enthusiastic? Would you like the opportunity to work for a progressive company experiencing growth? We are currently seeking an experienced Assistant Store Manager for Supamart Lindfield.As the Assistant Store Manager you will assist in the day to day Store Management ensuring the highest store standards are...

  • ▷ [Apply Now] Chef Manager

    3 weeks ago

    East Lindfield, Australia Aveo Full time

    Do you love to build genuine connections, nurture belonging and enhance life? At Aveo, you can do just that and more. Join us and feel confident to embrace new challenges in our supportive culture. Bring your whole-self to work, grow as you learn new things and be rewarded through the joy of helping others. Together let's redefine retirement living for...

  • Administration Assistant

    1 week ago

    East Lindfield, Australia AVEO Full time

    Do you love to build genuine connections, nurture belonging and enhance life? At Aveo, you can do just that and more. Join us and feel confident to embrace new challenges in our supportive culture. Bring your whole-self to work, grow as you learn new things and be rewarded through the joy of helping others. Together let's redefine retirement living for...

  • Personal Care Attendant

    4 days ago

    East Lindfield, Australia Aveo Full time

    **Role overview**: Do you love to build genuine connections, nurture belonging and enhance life? At Aveo, you can do just that and more. Join us and feel confident to embrace new challenges in our supportive culture. Bring your whole-self to work, grow as you learn new things and be rewarded through the joy of helping others. Together let's redefine...

  • Maintenance Officer

    4 days ago

    East Lindfield, Australia AVEO Full time

    Do you love to build genuine connections, nurture belonging and enhance life? At Aveo, you can do just that and more. Join us and feel confident to embrace new challenges in our supportive culture. Bring your whole-self to work, grow as you learn new things and be rewarded through the joy of helping others. Together let’s redefine retirement living for...