Client Manager

• Manage a portfolio valued between $300K and $1M.
• Deliver personalised insurance advice and maintain strong client relationships.
• Present tailored recommendations and implement client instructions.
• Ensure timely and favourable claims resolution in collaboration with internal and external stakeholders.

• Identify and pursue new business opportunities through cross-marketing and referrals.
• Support tender submissions and contribute to sales planning and execution.
• Maintain high service standards to support client retention.

• Process client policies for new business and renewals, in collaboration with other associates.
• Prepare and review quote slips, reports, recommendations, and quotations.
• Manage proposal forms and ensure timely collection of completed documents from clients.
• Handle premium debt collection and ensure timely issuance of renewal documents and invoices.
• Process and review invoices, endorsements, and certificates of currency.
• Obtain claims and insurance-related information from the market.

• Prepare client documentation in line with compliance and branding standards.
• Maintain adherence to internal standards and contribute to process improvements.

• Support budgeting and business planning activities.
• Assist in managing aged debtors and achieving financial targets.

• Mentor and coach junior team members.
• Promote a positive, inclusive, and ethical workplace culture.
• Actively contribute to organisational improvement initiatives.

• Bachelor’s degree in Business, Finance, or related field (MBA preferred).
• Tier 1 Insurance Broking Certificate or Level 5 Certificate in Financial Services.
• Diploma of Financial Services (Insurance) or working towards completion.
• Minimum 7 years’ experience in insurance broking and financial services.

• Strong client focus and relationship management skills.
• Excellent communication, negotiation, and problem-solving abilities.
• High attention to detail and time management.
• Adaptability, ethical conduct, and a growth mindset.
• Ability to work autonomously and collaboratively.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Familiarity with WinBEAT / OrganiseIT is advantageous.
• Solid understanding of insurance classes, claims processes, and contract vetting.

• Maintain RG146 compliance and a minimum of 25 CPD points annually (Australia).
• Stay current with legal, ethical, and industry standards.
• Develop and maintain deep knowledge of client industries and insurance products.

Kennedy Reid