My client, a Leading Brokerage Firm based in Sydney are currently hiring for a Senior Executive SME, Professional Lines person to join their Financial Lines team. They have created a new role for someone with SME experience to manage their Financial Lines SME portfolio.
Main responsibilities
* Responsibility for a portfolio of SME clients (earn not exceeding ~$3,000) comprising only financial lines policies (PI, management liability and cyber)
* Accountability for the management, servicing, developing and maintaining a designated client portfolio
* Gather underwriting information and understand risk profile and foresee clients’ insurance needs
* Building and maintaining positive ongoing relationships with clients and underwriters
* Advising clients on significant risks recommended areas of improvement and manage to a satisfactory conclusion
* Provide a high level of customer service and advice to all clients across the portfolio
* Staying abreast of changes within the insurance market and clients’ industry sectors
Education & Qualifications
2 years financial lines broking experience
Tier 1 Compliance Essential
Knowledge & Experience
* Strong written and verbal communication and interpersonal skills.
* The ability to build and develop relationships and liaise with clients at all levels.
* Customer service skills and business acumen.
* The ability to manage your time and work on a number of tasks concurrently.
* Strong analytical skills.
* The ability to work well in a team environment.
* An understanding of client confidentiality.
* Administrative and IT skills, including Microsoft Word, Excel and Outlook.
* Account management skills.
* Self-motivated with personal drive and ambition.
* Excellent attention to detail and organisational skills.
You will become part of an energetic, determined and vibrant culture.
Consultant
Hayley Ashall
Principal Consultant
0482 088 670
Hayley@keeganadams.com.au
Reference number: 11653
Profession:Insurance
Company: Keegan Adams
Date posted: 8th Apr, 2024