Insurance Broker - Brisbane GPO, Queensland Australia - 36655



JOB DESCRIPTION

Job #: 36655
Title: Insurance Broker
Job Location: Brisbane GPO, Queensland - Australia
Employment Type:
Salary: $85,000.00 - $120,000.00 - Australian Dollars - Yearly
Other Compensation: Bonus
Employer Will Recruit From: Local
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Portfolio ready to be handed over

20% on new business

Privately owned brokerage

Growth of 19% each year

No cold calling - leads come in through strong SEO on website

No micromanaging

City office or work from home

Does not expect them to be out late with clients reguarly.

JOB DESCRIPTION

o   Senior broker

o   CBD Office - Brisbnae

o   Private steadfast brokerage – Been in business 17 years.

Reports to

Director

Objectives

·        To provide excellent customer service and satisfaction to clients.

·        To develop your existing clients where possible

·        To represent XXXXXX in a professional manner always.

Key Responsibilities

Business Development

·        Acquiring new business clients that are new opportunities to the business 

·        Generating opportunities through discussions with existing clients 

Operations

·        Preparing insurance documentation when required 

·        Send invoice and policy documentation out to clients  

·        All emails received are to be responded to punctually

·        Attending to renewals, including

o   Remarketing

o   Invoicing

o   Completing proposal and declaration forms

o   Follow up Insurers

o   Sending renewal questions and proposal forms to clients to obtain information either electronically or by phone

o   Follow up clients

·        Attending to claims             

o   lodge and obtain details for client and lodge with insurer

o   managing appropriately

o   notifying client

o   following up documentation

o   sending out information

o   updating system

·        Attending to queries from clients

o   Arranging payments for monthly payment terms through funding company

o   Chasing up clients for payment of monthly payment terms

o   Providing certificate of currency when requested

o   Amending interested parties if requested and providing amended certificate of currency

·        Attending to endorsements and cancellations

·        Attending to any work as directed by the Director as and if required within the time frames requested by the Director

Finance

·        Obtaining payments for policies.

·        Debtors aim where possible  - Max 10% of income 15 days after inception/renewal date, and nil after 30 days

·        Arranging monthly payment terms through funding company, if required.

Administration

·        File documentation in Document Management System punctually (Officetech) and managing emails professionally

 

QUALIFICATIONS

Insurance broking exp.

Education:
None

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