Job Details

Job Details

Private Advertiser
General - All General
Any Work Types

We are a specialist general insurance advisor and have built up a market leading reputation in a number of key markets.
Due to a staff member re-locating, a position has become available for the right candidate. We are looking for someone who has the drive to foster existing relationships and the confidence to grow your own portfolio.
The potential candidate needs to be a self-starter and have the initiative to look outside the square. Good time management is necessary.
We are a small office and fast turnaround of paperwork and client/underwriter queries is an important aspect of our business and something we have trained our associates to expect from our business. This has also been the basis of our success.

Why join us?

  • Ongoing system training and mentoring from top professionals in the industry 
  • Friendly and supportive work culture
  • Attend underwriting expos and conferences 
  • Opportunity to grow your own portfolio
About the opportunity 

Manage and grow a portfolio of commercial and general insurance clients. The position will be assisting Senior Account Executive/Director with a view to take over their portfolio or part thereof in the future, but still maintaining the initial aspects and duties of the job. We will provide Training on all online platforms with various underwriters and SVU. By working closely within our Client Service Team, Client Partners, Underwriting Partners and other Service Providers, we have built up a market leading reputation and will expect you to contribute to these relationships, to ensure our continued success.
Probation period will be 6 months and an incentive Bonus structure is in place for all sales staff including Assistant Account Executives and Account Executives.Salary will be commensurate with experience.

Specific responsibilities: 

  • Nurture and develop client relationships and ensure service level agreements are met
  • Excellent Communication skills with the ability to communicate with all parties associated with our business, ie, existing and potential clients, underwriters, loss adjusters and premium funders
  • Strong attention to detail
  • Tier 1 compliant with at least 5 years experience in Commercial and General Insurance
  • Be aware of all FSR requirements
  • Assist Directors and Account Executives in support
  • Process all new business, renewals and endorsements on Winbeat, Sunrise and SVU
  • Utilise of DMS - Officetech
  • Prepare quotation slips for submission to underwriters
  • Take information from clients over the telephone and obtain quotations for their insurance requirements from underwriters
  • Prepare quotations for new business and renewals
  • Prepare premium funding quotations
  • Answer client queries
  • Answer underwriter queries
Skills & Requirements 
  • Tier 1 RG146 accreditation - broking
  • 5+ years experience in General and Commercial Insurance experience
  • Proficient in MS Word and Excel
  • Proven ability to easily build rapport and a friendly demeanor                                                                                                                    
Familiar with the following systems:
  • Winbeat
  • Sunrise
  • SVU (Steadfast Virtual Underwriter
  • Premium Funding Software                                                         
If you are believe that you are qualified for this role, please email your resume to
September 12, 2019 17:34