Job description

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  Manage a portfolio of complex mid-market clients generating $20k+
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  Manage a small team of brokers delivering Corporate clients insurance and risk management requirements

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  Develop relationships with carriers to deliver superior outcomes for your clients.

Our Client

Hooker & Heijden are proud to represent an ambitious brokerage in their search to secure an exceptional Managing Principal. With strengths in Corporate, Mid-Market and Specialty Segments, this brokerage has experienced phenomenal growth over the past few years, The successful applicant will join a business with an ambitious and collaborative culture.

The Role

This is an important role within this Steadfast Brokerage. You will work closely with the wider Victorian branch’ and interstate stakeholders, to play your part in the delivery of best-in-class insurance outcomes and insurance risk transfer solutions to corporate clients from a wide range of industry segments including Manufacturing, Property Owners and more. As the successful applicant you will:

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  Manage a low volume portfolio you will be a key part of the team delivering risk management and advice to corporate clients.
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  Manage portfolio of complex clients generating income of $20k and above.
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  Work collaboratively with stakeholders to deliver the best possible outcome for clients with a focus on client retention, revenue generation through New Business and the delivery of the full range of our client’s capabilities.
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  Maintaining strategic relationships with insurance carrier partners in all key markets and successfully negotiating appropriate risk transfer and placement solutions based on individual client risk profile.
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  Monitor and review your own portfolio in support of a robust compliance, regulatory and legislative climate and helping support clients and colleagues in support of great client outcomes across both General lines and ideally the Professional Services lines of Insurance.
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  Participation in business development opportunities, including policy wording health-checks, technical and claims commentary in tenders and involvement in new business presentations across the business.
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  Participation where relevant and appropriate in key speaking opportunities at industry events in Victoria to raise awareness of our client’s brand and capabilities in the General Insurance and risk space.
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  Provide high level of support to all team members and ensure that all requests are met in a timely and efficient manner.
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  Processing of large commercial/corporate new business, renewals and policy document preparation and maintenance. Support of internal infrastructure that supports internal frameworks
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  Ensure provision of excellent service to clients and the highest quality input to insurers including quoting renewals, processing of endorsements/amendments, preparing correspondence between our clients and underwriters, updating reports, premium calculations and allocations where required at the client’s direction.

Skills and Experience that will lead to success

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  Strong technical understanding of a broad range of General Lines general insurance lines and ideally a fondness for an area where we may assist you in growing your expertise.
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  A keen entrepreneurial spirit and flair for business development with excellent cross-selling abilities
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  Highly self-motivated to take ownership and accountability for development and execution of relationships at a senior level.
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  Excellent oral and written communication skills
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  Team Player who works well with others, in support of a national focus on the General lines of business but also comfortable with helping nurture and support others in support of a focused approach to Professional Services
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  Post Graduate/Diploma or Degree in Bus/Finance/Commerce plus qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance) would be expected; individuals from an underwriting background would be welcome to apply.

Next Steps

Hooker & Heijden undertake a thorough recruitment process on behalf of our clients and candidates. Please express your interest in this role by submitting your interest via this advertisement. We will contact you to discuss this role, your experience, and other opportunities we may have that are appropriate.

As part of our compliance process, we will provide you with a privacy statement and candidate registration form to completed.

Hooker & Heijden and our Clients interview process includes telephone, video and in person interviews. Testing may also be part of the interview process.

Please note as part of securing your new position it may be a requirement of employment that you undertake background checks including but not limited to police, bankruptcy, banned register and qualification checks.