Job Description

Posted 11 months ago

Associate – Health and Community Services Team

  • Hybrid and Flexible Work Environment in Melbourne
  • Work for the world’s largest privately owned insurance broker
  • Grow and own your career path in insurance by working with talented associates

Are you a junior insurance broker passionate about the health and community services sector? Join our team as a Health and Community Services Associate in our Melbourne office. We serve organisations in this sector, making a positive impact. If you are driven and seeking new opportunities, Lockton fosters innovation and values everyone's ideas. As a Great Place To Work® certified company, we prioritise your well-being and growth.


What will you be doing?
  • Provide support to the team in managing our portfolio of larger clients.
  • Take ownership and manage a small portfolio of clients, ensuring their needs are met.
  • Act as a key point of contact for clients, addressing their inquiries and finding solutions for them.
  • Collaborate with underwriters, reviewing quotations, and always prioritising the best interests of your clients.
  • Calculate premiums for both new and existing business, ensuring accuracy and competitiveness.
  • Prepare and process essential documents such as renewal declarations, reports, quotations, and Certificates of Currency.
  • Handle adjustment premiums to policies, ensuring proper calculation and processing.
  • Assist senior team members in lodging and managing claims, providing valuable support throughout the process.

To be successful in this role, you will need:
  • Drive, passion and a desire to make a difference.
  • To be able to think creatively and challenge the status quo.
  • Excellent communication skills (verbal and written)
  • To be a self-starter with strong organisation skills
  • To be presentable, confident and professional as the role will require you to liaise with senior clients on behalf of our business.
  • The ability to drive change and prioritise tasks in a fast-paced environment
  • Interpersonal skills to build relationships and liaise with clients, the team, and senior management.


You will need the following experience and qualifications:
  • Tier 1 Insurance Broking Certificate
  • 1-2 years of insurance experience
  • Knowledge of broking systems such as WinBEAT is an asset
  • Knowledge of business package insurance is desirable.
  • Experience in MS Office Suite

Why Lockton?
  • Join us in an agile/hybrid work environment that promotes flexibility and work-life balance.
  • We prioritise your professional growth with training and development opportunities at all levels. Benefit from our mentoring program for guidance and support to excel in your role.
  • Your well-being matters. Enjoy discounted corporate private health insurance and a complimentary flu vaccination program. Our Salary Continuance insurance provides financial protection for you and your family in case of illness or injury.
  • Take time for yourself. We offer extra paid summer and winter days to focus on your wellness and recharge.
  • We value your contributions and offer competitive remuneration packages. Be recognied for your hard work through our reward and recognition schemes.
  • Family comes first. Enjoy paid parental leave and contribute to your community with our paid volunteer leave.
  • Your mental well-being is important. Our employee assistance program provides coaching and counseling services.
  • Join our inclusive culture. Engage with our Wellness, Diversity, Equity & Inclusion, and CSR Associate Resource Groups to participate in initiatives aligned with your passions and values.


About Lockton
Established in 1966, Lockton has grown to become the world's largest privately owned insurance broker. Our entrepreneurial spirit drives us to trust our associates as decision-makers, shaping the direction of our business. With industry-first marketing technology and access to top-tier mentors, Lockton empowers associates to own their career paths and collaborate with exceptional minds in the insurance industry. We have a 98% client retention rate in Australia and offer leading expertise in insurance and risk management. With over 220 staff spread across Perth, Sydney, Melbourne, Brisbane, Hobart, Adelaide, Auckland, Hamilton, and Christchurch, we have a strong presence. At Lockton, we don't simply sell insurance; our risk and insurance advisors act as consultants, actively reducing risk in organisations, driving long-term profitability, and enhancing resilience.

To learn more about us, please visit global.lockton.com.

How to apply:
If you're enthusiastic about the role and believe you would be a great fit, we encourage you to apply, even if your experience doesn't align perfectly with all the requirements. Your unique perspective and skills are valuable to us. Please click "apply" and submit your CV along with a detailed cover letter explaining why this job caught your attention and how your abilities and experience make you suitable for the role.


Lockton is committed to equal opportunity employment. We value diverse perspectives and contributions from all our associates. We strongly encourage applications from individuals of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, individuals with disabilities, women, and those from culturally or linguistically diverse backgrounds.


We continuously seek to enhance our recruitment process and appreciate your feedback. If you have any suggestions or ideas to make our recruitment process more accessible and user-friendly, please let us know.

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