Posted 7 months ago

We have an excellent opportunity for someone to join our Perth office as a Client Manager!

• Hybrid and Flexible Work Environment in Perth
• Work for the world’s largest privately owned insurance broker
• Learn and develop through initiatives like our company-wide mentoring program

• Portfolio Management - Manage a ~$1m portfolio of clients to ensure their insurance and risk management needs are fully met.
• Leadership – Responsible for 3-4 direct reports including workflow allocation, mentoring and scheduling 1-on-1’s with direct reports, and being the escalation point for team members.
• Business Development – Contribute to new business activities and identify and develop new business prospects by cross-marketing.
• Relationship Building - Develop and maintain close working relationships with key stakeholders, specifically insurance markets and distribution partners.
• Client Advice – Provide personalised advice to clients in all matters affecting their insurance program needs, including explaining insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover.
• Claims - Ensure timely and, wherever possible, favorable settlement of claims by following up claims with internal Claims Department or Insurer Claims Officer.

• Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.
• Be able to manage multiple responsibilities simultaneously and adapt when necessary.
• Have excellent verbal and written communication, leadership, and interpersonal skills.
• Have a high level of attention to detail, quality standards and compliance.

• Diploma of Insurance broking or equivalent tertiary education preferred
• Minimum of 7 years insurance broking experience within the financial services industry with local and international markets
• Knowledge of insurance products, legislative obligations and claim processes
• Proficient in Microsoft Office Suite
• WinBEAT/OrganiseIT experience or other similar software experience is an asset

• An agile/hybrid work environment.
• A strong focus on training and development opportunities at all levels and a 10 week mentoring program.
• Discounted corporate private health insurance and a free flu vaccination program.
• Salary Continuance insurance to protect you and your family in the event you suffer an illness or injury.
• Extra paid Summer and winter day to focus on your wellness.
• Competitive remuneration packages along with reward & recognition schemes.
• Paid parental leave and volunteer leave.
• Opportunities to give back to the communities in which we work and live.
• Access to an employee assistance program for coaching and counselling.
• The opportunity to get involved or participate in initiatives organised by our Wellness, Diversity, Equity, & Inclusion, Ignite and CSR Associate Resource Groups