Act as primary contact (after Jim) for allocated commercial clients and new enquiries
Translate client discussions and voice notes into clear action plans
Identify exposures and structure appropriate insurance programs across:
Professional Indemnity
Management Liability
Commercial Property and associated lines
Approach insurers/underwriters and obtain competitive terms
Complete and submit proposal forms and underwriting information
Analyse and compare quotes (terms, limits, deductibles, endorsements)
Prepare clear recommendation summaries for Jim’s review and approval
Draft professional client emails, proposals and recommendation reports
Liaise with insurers on subjectivities, endorsements and negotiations
Maintain accurate records within broking/CRM systems and shared files
Manage new business, renewals, endorsements and adjustments
Check and issue policy documentation
Maintain structured manual and digital checklists (including preferred insurer panels by product line)
Set and manage follow-ups (e.g. 10-day chasers) to ensure nothing is missed
Assist with claims by gathering required information and coordinating with insurers as needed
Proactively identify gaps, issues or commercial opportunities
Escalate risks or concerns appropriately — no “tick and flick” processing

5+ years’ experience in commercial broking or underwriting (Australian market strongly preferred)
Strong working knowledge of:
Professional Indemnity
Management Liability
Commercial Property
Demonstrated experience managing end-to-end placements (enquiry → quote → bind → renewal)
Excellent written and spoken English; able to draft clear, professional advice
Strong attention to detail and disciplined process management
Commercial judgement and problem-solving ability — can think beyond checklists
Comfortable interpreting voice notes and unstructured instructions
Proficient with Outlook, Excel, Word and insurance/broking systems

PREFERRED SKILLS (nice to have):

Senior Account Manager – AU Commercial Insurance

Key skills