This is an excellent opportunity for a Junior to Intermediate Financial Lines broker looking to grow their technical skills and client management experience within a supportive, well-resourced team.
You’ll manage day-to-day servicing of a Financial Lines portfolio, working closely with senior brokers, claims specialists and underwriters while gradually taking on more responsibility as your confidence and capability grows.
Key Responsibilities
Broking & Client Support
- Assist with and manage Financial Lines policies including renewals, quotes, endorsements and new business
- Support senior brokers with portfolio management and client reviews
- Build strong relationships with clients by delivering responsive, high-quality service
- Liaise with underwriters to negotiate terms and understand market appetite
- Identify opportunities to add value and support portfolio growth over time
- Work closely with Claims and Technical teams to support clients through the claims process
- Assist with reviewing risk information and financials to help structure appropriate cover
- Maintain accurate client records, documentation and compliance requirements
- Ensure regulatory and legislative obligations are met
- Support internal projects, onboarding and continuous improvement initiatives
Skills & Experience
- 1–3+ years’ experience in insurance broking or underwriting
- Exposure to Financial Lines (D&O, PI, Cyber, Management Liability) preferred but not essential
- Strong attention to detail and willingness to learn
- Confident communicator with a client-first mindset
Qualifications
- Tier 1 Insurance Broking qualification (required or willing to obtain)
- Relevant tertiary qualification (highly regarded, not essential)
For an immediate discussion regarding the above opportunity, please call James Gildea on 0477770210 or email jamesg@kennedyreid.com.au
