Posted 3 years ago

If you’re an insurance broker who is proactive, loves building relationships and solving client needs and is obsessed with customer service, then this is your opportunity to shine! Bell Partners Insurance, part of the Bell Partners accounting group based at King Street Wharf, is seeking a general insurance account manager/executive to manage and grow an existing portfolio of clients.

If you’re an insurance broker who is proactive, loves building relationships and solving client needs and is obsessed with customer service, then this is your opportunity to shine!  

Bell Partners Insurance, part of the Bell Partners accounting group based at King Street Wharf, is seeking a general insurance account manager/executive to manage and grow an existing portfolio of clients. 

Insurance Broking experience is essential and you must be driven, hard working and determined to succeed!

 The Job

•  Manage and grow an existing portfolio of business & HNW clients, meeting all their insurance needs from renewals, to new business and claims. 
• Maintain our reputation for exceptional customer service by providing accurate responses to all client enquiries within 24 hours and ensuring each interaction with clients is a positive experience.
• Process New Business, Endorsements, Renewals and Cancellations
• Look for opportunities to deepen relationships with your clients and meet more of their insurance needs
• Providing Quotations / Conducting Market Reviewss, acting quickly on any new business opportunities
• Negotiating terms with underwriters/Insurers
• Debtor management 

What you need to succeed

• General insurance broking experience – ideally across personal & business lines
• Results driven and motivated by a drive to achieve
• “Can-Do” attitude, finding solutions rather than problems 
• Confidence speaking with clients at all levels 
• ANZIIF Tier 1 or 2 (Broking) accreditation
• Attention to detail and strong accuracy
• An excellent working knowledge of Winbeat or Insight, Sunrise/Insurer Portals & MS Office

 What’s in it for you? 

• This is your opportunity to join a successful, rapidly growing business, with a presence in Sydney, Melbourne & Brisbane. 
• Be part of a Professional and Friendly Team - this year’s finalist for Brokerage of the Year, Broker of the Year and Best Customer Service.
• Ongoing Training and Development
• Learn from a senior principal who can help develop your technical ability

You'll get the best of both worlds: a small insurance team where you can make a real impact and feel part of the team, but part of a larger office where you can work with lots of diverse people, have access to training, conferences etc and lots of social activities.

If you put in the hard work necessary to succeed in this role, you’ll find yourself part of a fun, supportive team, with opportunities to develop your career in the future. 

 ** Please note you must be currently based in Australia and have the valid right to work in Australia. Please do not apply if you are seeking visa sponsorship **

 The application form will include these questions:

• Which of the following statements best describes your right to work in Australia?
• How many years of insurance broking experience do you have?
• Have you completed a RG146 insurance broking accreditation?
• Do you have experience using insurance broking systems (e.g. WinBEAT)
• What's your expected annual base salary?
• Do you have experience lodging & processing insurance claims?
• Do you have business development experience in the insurance industry?