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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing broker relationships and onboarding processes, with a strong focus on communication, organization, and compliance within the insurance industry. Proficient in utilizing digital platforms to enhance broker engagement and support business growth.
Highest-signal resume keywords
Broker Relationship ManagementInsurance Product KnowledgeAccount ManagementCommunication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance ProcessesAccount SetupPlatform DemonstrationsQuotationsRenewalsEndorsementsCancellationsBroker Management ToolsCompliance ProceduresTechnical Knowledge
Soft Skills
Relationship-BuildingAttention to DetailProactive ApproachCollaborationSound Judgement
Tools & Technologies
Digital PlatformsInternal SystemsBroker Recognition Programs
Industry Keywords
Broker-Channel ExperienceSME InsuranceCustomer ServiceGrowth StrategiesMarketing Initiatives
About the role
Key responsibilities & impact- Manage onboarding, training and continued growth of a key broker network onto the platform
- Expand adoption across the broker network, develop relationships, execute growth strategies and explore new business opportunities
- Develop product and value proposition knowledge and promote offerings to new and existing brokers
- Plan and oversee marketing initiatives relating to relationship management and growth
- Attend conferences, meetings and industry events
- Maintain and operate internal broker management tools and broker recognition programs
- Manage an assigned portfolio of brokerages and the business they place through BizCover for Brokers
- Serve as the primary contact for service and support needs, owning requests through resolution
- Manage relationships with brokerage principals, brokers and account teams
- Support new business, quotations, referrals, renewals, amendments, endorsements and cancellations
- Coordinate with underwriting and internal teams, keeping brokers informed and following up outstanding information, payments and actions
- Help brokers navigate the platform, troubleshoot issues and understand products and insurer options
- Onboard new brokerages through account setup, platform demonstrations and training
- Maintain broker, policy and activity records and follow procedures and compliance requirements
- Identify opportunities to strengthen relationships, retain business and increase platform usage
- Share broker feedback to improve service and processes and support communications, training and campaigns
Requirements
What you’ll need- Experience in an account executive, broker assistant, insurance support, customer service or relationship-based role
- Knowledge of general insurance products and processes; SME insurance or broker-channel experience is preferred
- Strong relationship-building and communication skills, including a confident, professional phone manner
- Ability to manage competing requests across a portfolio, with strong organisation, attention to detail and follow-through
- Confidence using digital platforms and internal systems, with willingness to learn and build technical knowledge
- Proactive, collaborative approach, sound judgement and ability to recognise when specialist support or escalation is needed
Benefits
Comp & perks- 100% remote opportunity for anybody based out of Melbourne or Brisbane
- Learning opportunities
- Exciting and rewarding team culture
- Quarterly recognition awards
- Business Casual dress code
- Birthday vouchers
- Rewarding Employee Incentive Program
- Growing company with progression opportunities
