About Us
Peter Vickers Business Group is a renowned provider of comprehensive financial services. Our mission is to offer tailored solutions to manage, protect, and grow clients' wealth.
Job Summary
We are seeking an experienced Account Manager to join our Insurance Broking team. As a key member of the team, you will be responsible for managing client relationships, handling insurance policy renewals, assessing risk and coverage needs, quoting, cross-selling, and negotiating with insurance providers.
Responsibilities
* Manage and grow a portfolio of commercial and personal insurance clients
* Conduct client reviews, need assessments, and provide tailored insurance solutions
* Prepare and negotiate insurance renewals and quotes with underwriters
* Provide claims support and follow-up to ensure timely resolution
* Maintain strong relationships with clients, insurers, and internal teams
* Stay up to date with insurance market trends, policy changes, and compliance regulations
Requirements
* 1-2 years of experience in an account management or insurance advisory role is preferred
* Relevant qualifications (completed or in progress) in insurance or financial services (e.g., Diploma of Insurance Broking, Certificate IV in General Insurance)
* Knowledge of risk assessment and insurance coverage
* Experience in managing client relationships and negotiating with insurance providers
* Proficiency in preparing and presenting insurance proposals
* Excellent written and verbal communication skills
* Attention to detail and strong organizational skills
* Ability to work independently and as part of a team
Benefits
* Supportive and inclusive team culture
* Career growth and professional development opportunities
* Competitive salary package including employee share scheme
* Flexible work environment
* Genuine family-friendly environment
* Opportunities for further training and qualifications