Diploma of Financial Services (Insurance Broking) including Tier 1 FSRA qualification with 17 years experience in the General Insurance and Broking Industry.
Understanding and technical knowledge of underwriting guidelines and practices within the Commercial, Corporate and Sports Insurance Industry.
Ability to identify sales opportunities and build relationships with new and existing clients.
Provide frontline client service by ensuring clients and underwriters ingoing and ad hoc queries are addressed expediently within a timeframe.
Attend client meetings and coordinate client appointments to establish strong relationships including delivery of reports and advice to clients.
Preparation of quotation slip, reports, underwriting submissions, certificates of currencies, obtaining proposals & declarations from clients and other general standard documents.
Diploma of Financial Services (Insurance Broking) including Tier 1 FSRA qualification with 17 years experience in the General Insurance and Broking Industry.
Understanding and technical knowledge of underwriting guidelines and practices within the Commercial, Corporate and Sports Insurance Industry.
Ability to identify sales opportunities and build relationships with new and existing clients.
Provide frontline client service by ensuring clients and underwriters ingoing and ad hoc queries are addressed expediently within a timeframe.
Attend client meetings and coordinate client appointments to establish strong relationships including delivery of reports and advice to clients.
Preparation of quotation slip, reports, underwriting submissions, certificates of currencies, obtaining proposals & declarations from clients and other general standard documents.
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AFSL
238369
ABN
31 081 358 303
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