Insurance Account Broker - Cheltenham, Australia - Aon

Aon Cheltenham, Australia

1 week ago

Full time

Description

Insurance Account Broker

Insurance Account Broker

Tourism, Leisure, Outdoors (Affinity Insurance Brokers)

Grow an existing portfolio – Public Liability & Property Insurance

Based in our Cheltenham offices in Melbourne

Insurance Account Broker - Tourism, Leisure Outdoors Insurance

Affinity Insurance Brokers is part of the Aon group and has a long history of Broker excellence and was founded on a simple philosophy of providing quality and innovative insurance solutions for the benefit of members of groups, associations, affinity bodies and private individuals.

Our specialities include the Tourism & Leisure industry, Equine industry, SME insurance and Personal Insurance.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Reporting into and supporting our Leisure Client Manager, your role will consist of insurance policy renewals, account management and new business.

Your focus will be to service and grow the existing portfolio through retention and new business by providing insurance solutions, submitting and brokering business, presenting and closing opportunities.

You will be part of a team which is responsible for servicing our existing Tourism, Leisure and Outdoors portfolio for Affinity Insurance Brokers.

Your responsibilities will include:

Managing a client portfolio, handling all ongoing client's insurance/risk needs

Ensuring all client needs are identified and met by taking a pro-active approach to all aspects of service delivery, account management and account retention

Policy renewals

Providing consistent client updates within agreed service timeframes

Reactive and proactive communication with potential clients via phone and email

In a consultative client approach, providing relevant product solutions to clients within your authority

Assist with complex client queries

Negotiating with Insurers and clients on risks outside of underwriting guidelines

Understanding client financials and providing appropriate support regarding debt management, payment enquiries and settlements

Understanding, and complying with, regulated processes and systems

Complete daily client administration tasks and updates for our online filing system according to Aon service standards

Maintain high service standard

Work to achieve individual and team financial targets

How this opportunity is different

As an Aon Affinity Insurance Broker colleague, you will never be limited by your job title. Instead, you will learn and grow alongside some of the most talented people in the business, who genuinely want you to be the best version of yourself.

We honestly believe that our culture is different, with authentic and inquisitive individuals who each bring something unique to our team.

Be you, be unique with us.

Skills and experience that will lead to success

Our ideal candidate will relate to the following:

Insurance, sales, client servicing experience (preferred)

Leisure, Tourism, Property Insurance experience (highly regarded)

Tier 1 Insurance Broking qualifications and/or willingness to obtain

Strong verbal, written and interpersonal communication skills

Ability to build strong relationships

Ability to solve problems creatively and show initiative

Comfortable working towards KPIs and targets

Strong experiences using software programs, such as MS (Outlook), Winbeat, OfficeTech and any CRM

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

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