Will be provided in detail at client interview but will include - ensure that the current insurance and risk management needs of portfolio of clients are fully met to the satisfaction of the clients; maintain a sound knowledge of clients' industries, businesses and risks; develop and maintain close working relationships with clients and relevant members of client's staff; develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet clients insurance needs; present recommendations and options to clients and to agree and receive instructions on their implementation; prepare and execute policy documentation implementing clients' instructions; prepare and provide clients with manuals of insurance and insurance schedules; invoice clients and ensure collection of premiums; ensure timely and favourable settlement of claims; keep clients appropriately informed of all matters related to their insurance; ensure compliance with statutory requirements, industry and other relevant codes of practice; contribute as required to the acquisition of new business; establish and maintain a relevant network of business contacts; develop and maintain an appropriate knowledge of the market; ensure compliance with all relevant statutory and industry requirements and codes; keep management and other informed appropriately and as required about his/her work; contribute as required to the development of clients revenue budgets and to monitor and achieve the budgets that are set; monitor and develop the skills of junior staff; use personal effectiveness techniques at a level appropriate to the position; any and all other duties as required.
RELATIONSHIPS & AUTHORITY
Reports to Managing Director
Has authority and responsibility for accurate, timely and friendly performance of duties.
QUALIFICATIONS & EXPERIENCE
Prefer experience with general insurance
TECHNICAL SKILLS/SOFTWARE KNOWLEDGE
Experience with insurance broking software is preferred.
Medium sized award winning broking firm situated in the Western suburbs.