Account Manager/Senior Account Manager - Insurance Broking

McLardy McShane Insurance Brokers

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Closing date: Jul 27th 2023

Job Description

Posted 10 months ago

As we continue to grow our business we are looking for other inspired individuals to join us on our journey. This role involves general insurance broking on an existing book of business as well as assisting the team with new business development.

McLardy McShane Insurance Brokers are an award-winning Insurance Broking business forming part of the wider McLardy McShane Group.

Main responsibilities include:

Contributing to new business growth and client retention by assisting team with renewal and new business activities including Winbeat processing
Orchestrating pre-renewal process
Preparing of quotes, submissions and presentations
Creating and maintaining effective work methods for renewals
Management of debtors
Administration of compliance requirements
Portfolio management of a small book of clients
Responding to client queries
Issuing insurance documentation in line with statutory and business requirements
Other tasks as delegated by the Branch Manager
Ability to develop relationships with clients, Underwriters and other insurance industry professionals

The McLardy McShane Group, is a well respected leading general insurance broker that generates over $400,000,000 in premiums through its employee and AR network of over 300 like minded insurance professionals. McLardy McShane hold an Australian Financial Services License and are a member of Steadfast, Australia's largest insurance broking network.

With offices in Richmond, Albury, Bendigo, Byron Bay, Dandenong, Horsham, Kerang, Mildura, QLD, Rosebud, Shepparton, SA, Swan Hill, Sydney and WA - our experienced staff are ready to help take the hassle out of organising insurances.

Our clients range from small to large commercial businesses and our role is to ensure all business assets are adequately protected. We believe in total client protection including looking after our clients personal assets.

We are full-service Insurance Broking and Financial Services company who offer a comprehensive suite of services including general insurance right through to superannuation and Workcover. Highly regarded in the industry, we have a well-established and loyal client base and a hardworking and successful team.

Do you share our values? Our core values include providing professional advice, building personal relationships, giving back to the community and having fun. This is what we look for in building trusted, long term partnerships with our clients, insurers and community organisations.

Your community and ours – we believe in giving back.

McLardy McShane is deeply committed to building thriving communities, and we believe that giving back is not just about corporate responsibility. We are passionate about improving the lives of others and seeing positive change in action. We have helped raise millions of dollars for a range of worthy causes such as The Reach Foundation, which helps young people find their way, while our support of the Fight MND Foundation funds vital research to find a cure for the disease.

Interested, but not quite the right fit? We’ve had significant growth across the business over the last two years and constantly working on exciting new partnerships and projects. With this in mind, we are always open to chatting with those within our industry who may be exploring opportunities elsewhere.

Do you have at least 5 years experience in insurance broking? Are you looking to take the next step? Let's chat.