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Professional financial insurance advisor

Sydney
beBeeFinancialLines
Insurance Advisor
Posted: 25 June
Offer description

Financial Lines Insurance Specialist Role

This is a key position within the Financial Services Group (FSG) department, where you will be responsible for managing a portfolio of complex mid-market placements and delivering financial lines insurance solutions and consulting services to clients.


About the Job

The role involves providing expert advice on insurance programs and placing financial lines covers for clients. You will also be responsible for pro-active business development and portfolio growth, negotiating with underwriters to ensure the correct insurance program is in place, and managing key stakeholder relationships to enhance the client experience.

This is a hybrid role that offers the flexibility to work both virtually and from our offices. As part of the FSG National team, you will be responsible for broking strategy and placement of all financial lines business across Aon's Complex Mid-Market Clients.

You will be working as part of a global company, and this is a fantastic opportunity to further develop your career in the professional/financial lines space. The goal is to further advance Aon's standing as the market-leader in the open-market Professional & Financial Lines Insurance space.


Key Responsibilities

* Open market financial lines broking for a portfolio of complex mid-market placements
* Managing your own book of financial institutions and professions financial lines accounts
* Assisting the National team with advice regarding their clients' insurance programs and placing their financial lines covers
* Pro-active business development and portfolio growth
* Negotiating with underwriters to ensure the correct insurance program is in place to protect Aon's clients
* Developing strong insurer contacts to deliver the best open market broking outcomes for your clients
* Participation in industry events to raise awareness of Aon's brand and capabilities in the Financial Lines space


Requirements

To be successful in this role, you will need:

* A sound understanding of Financial Lines insurance products
* Knowledge of professional liabilities is preferred
* Tier 1 or Diploma insurance broking qualification, or the ability to complete it rapidly, would be expected
* Excellent written and oral communication skills, with the highest standard of presentation
* Confidence in working with clients of all size and the ability to pro-actively seek portfolio growth
* Proven experience working in a high standard professional environment
* Strong attention to detail
* Innovative problem solving skills


Benefits

We offer a comprehensive benefits package, which includes a diverse workforce, an agile, inclusive environment, and opportunities for continuous learning and development. We recognize the importance of work/life balance and offer flexible working arrangements to support this. Additionally, we provide two

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