Posted 2 years ago

Optimum Insurance is seeking an Account Broker to join our existing team.

RELATIONSHIP TO OTHER POSITIONS:  

Given the nature of the role the person is required to build relationships with all team members, clients, Optimum personnel, Insurance underwriters and other insurance industry professional.  

POSITION SUMMARY:

The position is responsible for servicing of new and existing clients for General Insurance products. 

Main Responsibilities:

• Assisting with managing, retention of, servicing of a current portfolio of clients and new business opportunities.
• Ensure a consistently high level of client service.
• Maintaining debtor control.
• Renewal and Quote preparation.
• Assisting with new and existing customer enquiries.
• Assisting with insurance claims 
• Responding to quires raised by clients, insurers and other interested parties
• Keep informed of industry developments 
• Ensure compliance with applicable legislation and adherence to Optimum and IAA policies and procedures.
• Development of marketing initiatives in conjunction with management 
• Other tasks as directed. 

Key Performance Indicators:

• Achieve objectives established in the annual business/sales plan
• Provide timely turnaround of client requests 
• Ability to work through issues / problems and find solutions
• Understanding of Insurance environment and legislation with no compliance breaches logged.
• Customer Service – client feed back, nil complaints
• Client debtor payments, average days not greater than national average.
• Maintenance of own Continuous Professional Development and compliance with ASIC PS146.
• Accurately process on iAnyware system.

Skills and Experience:

• Ability to meet objectives in a business environment
• Good organisational skills and an ability to work to deadlines
• Strong attention to detail 
• Ability to lead by example
• Good negotiation skills
• Good Typing Skills 
• Computer skills including Word and Excel  
• The ability to be flexible in a rapidly growing organisation
• Good interpersonal skills
• Proven ability to work as part of a team and communicate cooperatively with team members
• Ability to maintain high standards and professional manner, diplomacy, confidentiality, presentation and excellent communication skills

Educational Requirements (provided on job)

• Privacy Legislation
• General Insurance Brokers Code of Practice

The role will include on the job training in insurance including:

• Ongoing Insurance Product Training 
• Other educational training (as agreed)

Attributes:

• Ability to be well organised and structured 
• Ability to work autonomously 
• Advanced oral and written communication skills
• High energy level
• Excellent negotiation skills
• Excellent interpersonal skills
• Displays Initiative 
• Open to change 
• Friendly and co-operative personality 
• Ability to grow with the company

Level of Authority:

N/A