Category: Insurance Location: Melbourne Victoria Australia Primary Purpose of Role As a Senior/Client Executive, the primary purpose of the role is to develop and maintain client focus and maximum sales growth through retaining and building on existing client relationships, and by generating new business opportunities. Key Accountabilities • Managing long term relationships with key clients who are actively involved with the organisation’s insurance products, services and solutions • Developing and maintaining meaningful working relationships clients and underwriters • Maintaining an awareness of all large and potentially complicated claim related matters and assist claims personnel in the negotiation of equitable claims settlements on behalf of clients • Ensuring client needs are identified and met by taking a pro-active approach to all aspects of account management and service delivery to clients • Implementing account retention and defence strategies • Investigating and pursuing new business opportunities • Developing relationships collaborating with branch network and insurers to deliver solutions and outcomes designed to meet client needs • Assist and or initiate with the preparation, implementation, management and achievement of business plans, budgets and goals • Debtor management • Ensuring compliance of systems and processes with the Financial Services Reform Act and other relevant legislation • Promoting insurance, financial services and premium funding products cross-selling Gallagher products when opportunities arise through contact with clients • Consistently apply ethical and professional standards and practice in all circumstances to uphold the clients reputation and brand Staff Benefits & Values • Deliver on operational and process changes for efficient client delivery • Utilisation of our preferred market placement strategies Key Skills • Sales driven with understanding of targeted and strategic selling processes • Client servicing including front line client management • Developed business acumen and business development skills • Extensive knowledge of technical competencies and insurance products • Developed interpersonal skills and ability to build and manage relationships • Strong negotiation and influencing skills Key Competencies • Leading o Integrity and Trust (proficient) o Managing Relationships (proficient) o Agility and Managing Ambiguity (proficient) o Collaboration (proficient) • Execution o Innovation (foundation) o Drive Results (foundation) o Accountability (foundation) o Sales Leadership (foundation) • Client Focus Position Description o Client Excellence (proficient) o Negotiation and Persuasion (foundation) o Communicates Effectively (proficient) Qualifications & Education • Dip of Fin Services or other relevant tertiary qualifications advantageous • Tier 1 Insurance broking qualifications (AU) • Previous experience working within Insurance or Financial Services advantageous Details Apply Now
