Insurance Account Broker - Part Time/Full Time - Insurance Industry Professional!

Crucial Insurance and Risk Advisors

(42 reviews)
Viewed 383 times
Closing date: Mar 8th 2021

Job Description

Posted 1 year ago

We are looking for a genuine insurance industry Rockstar and you have experience in the insurance industry, ability to commit minimum of 30 hours per week based at our Sunshine Coast office to deliver incredible service to clients and the expert Crucial Insurance team.

Is it for you? Check it out

I know general/commercial Insurance and I love it

I want to add value to clients

I want to work with a premium advisor

I am excellent at policy and client management

I am efficient and dedicated

I love working with Insurance and administration software

Experienced applicants potential to work from home


Yes? Great, read on. 

We are looking for a genuine insurance industry Rockstar and you have experience in the insurance industry, ability to commit minimum of 30 hours per week based at our Sunshine Coast office to deliver incredible service to clients and the expert Crucial Insurance team.


To be successful in this role you will have the following skills and attributes:

  1. Minimum 2 years general/commercial insurance experience
  2. Core skills around MS Office
  3. Experience with WinBEAT, OfficeTech, Sunrise and Steadfast IT platforms is highly desired
  4. ASIC RG146 Tier 2 – Insurance Broking qualifications or equivalent demonstrated experience


People will describe you as super organised, hardworking and happy to go the extra mile.


  • You are a self starter who enjoys working independently, as part of a small team. 
  • You are extremely organised and are able to prioritise your workload.
  • You genuinely enjoy supporting clients, Business Owners and team 
  • You have a ‘can do’ attitude and a solutions focused approach



  • We are dedicated to providing genuine Insurance advice, solutions and outstanding customer service
  • We are a fast growing, general insurance brokerage
  • We are 100% Australian family owned
  • We are experts at delivering a premium service with integrity



We appreciate commitment, quality and career development.  As part of the Crucial team you will be a part of like minds who focus on genuine outcomes that create a win win results.  Your dedication and results will be rewarded and your development supported.  We will provide you with;

  • premium products/service to deliver
  • a high performance team to collaborate with
  • the technology to do your job
  • flexibility in your working hours
  • opportunities to be rewarded and grow with the business
  • development and training to support your success

If this resonates with you and you are

  • passionate about how the insurance industry can impact our client’s business
  • really good at what you do
  • excited to work in a way that gives you the freedom to deliver awesome work and have your life in balance
  • able to bring the expertise and experience
  • a rockstar of prioritising and producing great results

We would love to hear from you!



Crucial Insurance is a risk and insurance advisory business servicing clients Australia wide. We are passionate about helping our clients understand their risks and we educate them on how best to structure their insurances so they can make informed decisions about investing in insurance protection. 

As the Account Broker, you will report to the Account Manager and your role will include but certainly not limited to:

New Business

  • Respond to initial phone and email enquiries
  • Assist senior brokers in quoting new business

Client Management

  • Provide clients with policy documentation
  • Service clients as required from time to time
  • Manage existing client’s policy amendments


  • Generation of renewal listings for weekly review meeting
  • Prepare pre-renewal invitations to clients
  • Assist senior brokers in obtaining renewal terms with holding insurer and others as required

Debtor Management

  • Management of outstanding debtors
  • Follow up of clients outside credit terms


  • Record all claims on WinBEAT and OfficeTech
  • Assist client with claim lodgement where required
  • Assist with and follow up claim updates where required
  • Assist clients with claims settlements where required

File Management

  • Maintain client records in OfficeTech using approved naming conventions
  • General Filing of incoming emails into OfficeTech

We are recrutiing now and looking to start the successful applicant in the role 11th January 2021.



If this sounds like you, please attach BOTH of the below to your Seek application      

  1. Covering Letter addressing the 4 key skills and attributes and “Why you believe you would be a great fit?”
  2. CV in pdf format with a minimum of one reference contact

Helpful Note : shortlisted applicants will be requested to complete a comprehensive online profile, final applicants will attend an online interview and be required to display appropriate software skills.


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 worked in a role which requires a sound understanding of claims management processes?
  • Have you completed a RG146 insurance broking accreditation?
  • What's your expected hourly rate?

Job Summary

Sunshine Coast, QLD Location
Full Time Job type
To be negotiated Salary

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