Account Broker

Optimum Insurance

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Closing date: Apr 9th 2022

Job Description

Posted 2 months 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

Job Summary

Sydney, NSW Location
Full Time Job type
To be negotiated Salary

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