Assisting a senior broker [one on one] with management and administration of his portfolio. Firm is on an upward trajectory; abundant career opportunities will become available.
GENERAL FUNCTIONS & TASKS
Will be provided in detail at client interview but will include -
Maintaining client relationships; providing advice, options and making recommendations; establishing and maintaining effective working relationships with underwriters and suppliers; effectively plan renewal activity ensuring policy renewal is achieved within a timely manner; negotiating terms; preparing renewal documents; ensuring issue of documents, invoices and collection of premiums is achieved; development of a portfolio of business and personal lines with emphasis on profitable growth within and exceeding professional standards; identification and development of new business prospects by cross-marketing; keeping abreast of changes in the market place; contribute to new business activities; following up on referred leads by telephone and email; obtaining letters of appointment or of authority from clients and prospective clients; assisting with claims as required; any and all other duties.
RELATIONSHIPS & AUTHORITY
Reports to the Senior Broker and other senior management staff
Has authority and responsibility for administering and management of the senior brokers portfolio alongside the broker
QUALIFICATIONS & EXPERIENCE
You will need to have tier 1 and a minimum of 3 to 4 years broking experience in Australia
TECHNICAL SKILLS/SOFTWARE KNOWLEDGE
Winbeat and sunrise experience preferred though not essential. Broking software experience is essential. Good accurate keyboard skills are essential
Well respected and established growing broking firm located in the northern suburbs, abundant parking.