Manage a portfolio of financial services clients, generate and convert new business, and place Financial Lines insurance cover with Australian and London insurers. The role involves client relationship management, understanding insurance needs across wealth and financial services, supporting CRM and data product improvements, and traveling interstate for client activities and industry events. It offers mentoring and progression toward a senior broking position.
Associate, Financial Lines | Financial Lines Broking | Melbourne | $90k to $120k + super
About the Organisation
Our client is a specialist insurance broker in Melbourne focused on Financial Lines.
It works with businesses across the wealth and financial services sector, and backs its broking with strong technology and data capability.
The business is growing and is adding senior broking talent to support that growth.
About the Role
I am recruiting on behalf of our client seeking an Associate to join its senior broking team.
You'll look after a portfolio of financial services clients and turn qualified leads into new clients. You'll work closely with the Managing Director and senior Brokers.
This is a client-facing broking role, not an administration role. There's a clear path to a more senior position.
Responsibilities include:
- Managing a varied portfolio of financial services clients, including advisers, advisory firms and fund managers
- Converting prospects from marketing and partner channels into clients
- Working with insurers in Australia and overseas, including the London market
- Contributing to CRM, data and product development
- Travelling interstate and occasionally overseas for clients and industry events
About You
You'll have 3+ years in Financial Lines broking or placement.
Ideally you'll bring:
- An understanding of financial products, investment platforms and how the market works
- Strong attention to detail and sound judgement
- Ambition, and an interest in finance and insurance
- Comfort working to deadlines in a small team
- A degree in Law, Commerce or Finance (highly regarded)
- Technology, software or data experience (highly regarded)
Account Managers and Account Executives from Financial Lines teams at global, national and specialist brokerages will be considered.
What's on Offer
- $90k to $120k + super, plus a performance bonus
- Employee share offer at key milestones
- Direct mentoring from the Managing Director and senior Brokers
- A clear path to progression
Next Steps
Hooker & Heijden undertake a thorough recruitment process on behalf of our clients and candidates. Please express your interest in this role by submitting your resume via this advertisement. We will contact you to discuss this role, your experience, and other opportunities we may have that are appropriate.
As part of our compliance process, we will provide you with a privacy statement and candidate registration form to complete.
Hooker & Heijden and our clients' interview process includes telephone, video and in-person interviews. Testing may also be part of the interview process.
Please note, as part of securing your new position it may be a requirement of employment that you undertake background checks including but not limited to police, bankruptcy, banned register and qualification checks.
About Us
Hooker & Heijden are specialists in the recruitment of Insurance Professionals. Our consultants offer career advice and advancement for Brokers, Underwriters, Claims Examiners, Risk Engineers and more. Our clients include Global & Australian/New Zealand Brokerages, Underwriting Agencies and Insurers.
Insurance Broking is a core element of Hooker & Heijden's recruitment services. We have successfully fostered and maintained relationships with leading brokerages including Steadfast & Austbrokers Members and Global brokerages, allowing us to present a wide range of career and employment opportunities to Insurance Broking professionals.
How to Apply
This search is being managed on a confidential basis by Hooker & Heijden. For a confidential discussion, please contact David Hooker, 0417 135 284, [email protected].
Hooker & Heijden Melbourne, Victoria, AUS Office
Melbourne, Australia
Hooker & Heijden Melbourne, Victoria, AUS Office
Level 6, 22 Albert Road, Melbourne, Australia, 3205
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