Personal Lines Broker

Established Broking House is seeking an Account Executive to manage a portfolio of existing personal lines clients. This is an internal role requiring all aspects of client service including process documentation, quotations, renewals etc.

As the successful candidate you will have:

• 2+ years of insurance broking experience.
  
• Exposure to classes such as Home and Motor insurance
  
• Prior experience undertaking all aspects of insurance broking including responding to client requests, all processing and documentation associated with the portfolio and claims management.
  
• Excellent communication and negotiation skills.
  
• Willingness to take direction from senior staff
  
• Ability to work in a collaborative team environment.
  
• Tier 1 broking essential.
  
• Competent in IT and office procedures.
  
• Winbeat and Sunrise experience
  

• Maintenance of a portfolio of personal lines risks.
  
• Processing quotations, endorsements, renewals and cancellations.
  
• Proactively act upon new business leads provided by the brokerage
  
• Identify opportunities for cross-sell and/or up-sell of product to clients
  
• Working collaboratively with team members.