Insurance Broker (Business Development Focus)
Core
Insurance broker specializing in business development for community and not-for-profit organizations across Australia, providing tailored risk solutions and managing a new business pipeline.
Role type
Business Development Insurance Broker
Builds
Tailored insurance solutions and new business pipelines for community groups and not-for-profits
Domain
Insurance / Not-for-profit sector
Required skills
Client relationship management, prospect pipeline management, cold-calling, proposal development, cross-sell and up-sell identification, policy renewal management, risk exposure analysis, CRM system proficiency
Preferred skills
RG146 Tier 1 Insurance Broking certification, experience in call-centre environments, analytical skills for risk evaluation
Technologies
Microsoft Office, client/CRM systems, online quoting platforms
Responsibilities
Manage and grow a portfolio of clients and prospects, proactively develop new business through outreach, lead development and delivery of tailored proposals, identify and convert cross-sell and up-sell opportunities, manage the full renewal process, provide clear advice on coverage options, work in a call-centre style environment handling back-to-back calls, refer clients to online quoting platforms
Seniority
Mid-level, hands-on IC