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April

Insurance Broker

Facto Financial Group - Subiaco, WA

Insurance & Superannuation
Source: uWorkin

JOB DESCRIPTION

Facto Financial Group a financial hub for all financial matters. With reputable history in the industry, we can securely help clients with commercial and business finance, home loans, car loans, book keeper and accounting.

Facto Financial Group Is currently looking for a full time insurance broker with minimum 3 years of experience. The applicant will be working in Subiaco WA. The annual salary is between $58,000 to $62,000. 

The right applicant will be performing the following duties: 

  • Work on effective marketing strategies to sell insurance plans to new clients or up-sell to current clients
  • All aspects of client servicing including quoting, claims management, client database management, insurer liaison to meet the clients’ requirements
  • Recommend suitable insurance to the clients by analysing clients’ financial status and discussing financial options. 
  • Develop procedures, resources and materials relating to insurances
  • Develop a comprehensive insurance register and list of insured assets
  • Discover plans according to the individual requirements 
  • Explain terms and conditions of the insurance policy and recommend the amount and type of cover
  • Collaborate with clients to introduce them with befitting risk management strategies and explain the risks covered, premium rates and benefits
  • Maintain and renew bookkeeping systems, database and records
  • Oversee insurance claims to ensure fair dealing and satisfaction
  • Keep informing clients of changes/updates of risks related to the insurance cover 
  • Follow and monitor the market trends 
  • Maintain and renew bookkeeping systems, database and records

The right applicant must have:

  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • Able to show initiative and be a self-starter
  • Strong problem-solving skills
  • Strong organisational skills and attention to detail
  • Excellent communicator, both verbal and written
  • Strong work ethic, ability to work independently and within a team