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Account Executive - Insurance Broker - Insurance Jobs in Australia and New Zealand - insuranceNEWS.com.au

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Account Executive - Insurance Broker

About the business and the role

Account Executive - Insurance Broker

This is a rare opportunity to join a well-established and growing firm on the Central Coast of NSW as an account executive servicing existing customers.

This role is perfect for an account assistant looking for the next step in their career, an account executive looking to work closer to home, or a return to work parent looking to return to insurance broking. 

This new position will primarily work with small and medium-sized business owners, advising on a range of insurance options including business insurance, management liability, cyber risks, transport insurance, farm insurance and their personal (home and motor) insurance.

As this is an active advising role, prior experience as a broker or a broker’s assistant is crucial to this role, along with at least a tier 1 insurance broking qualification.

The role will be office-based and is to help the established service team to service the existing customer portfolio. This will include renewals, endorsements, claims and general servicing.

You won't be expected to cold call, source new leads or write new business. We have a separate team for new business enquiries.

As the role is primarily office based and not a face-to-face role, it is essential to have excellent verbal and written communication skills.

About Affinity Insurance Services

Affinity Insurance Services was established in 2004 and relocated its head office to the Central Coast of NSW in 2007. Affinity primarily services business customers, transport and farm customers, and body corporate/strata plans in Sydney, Central Coast, Blue Mountains, Hunter Valley and Newcastle.

With an established and successful career pathway and multiple industry awards; Affinity has a proven track record of training outstanding brokers, some of which have opened their own practice. 

Job tasks and responsibilities

This role is primarily responsible for existing customer enquiries specifically in the domestic and SME space. It will include but is not limited to the following tasks

  • Answering incoming calls, emails, and online enquiries for existing customers
  • Calling existing customers about their renewals
  • Advising small business owners on risks and appropriate insurance cover
  • Reviewing client files with customers and obtaining alternative quotations from insurers
  • Preparing renewal advice for customers
  • Premium funding, debtors and accounts management for assigned renewals
  • Endorsements and changes to policies for existing customers
  • Claims lodgment and follow-up for existing customers
  • Arranging certificates of currency

We have an established new business team to take care of the new enquiries.

Skills and experience

Experience requirements

As this role is an active advising role, you must have at least three years’ experience working in a brokerage, either as an insurance broker or as a broker’s assistant. While you won’t be expected to source new clients, this role will involve reviewing existing clients requirements and placement of appropriate insurance programs; you will be expected to talk directly with the customer and advise them on their insurance requirements.

Our licensee is a member of IBNA; experience with IBNA wordings is preferred but not essential.

We utilise EBIX’s WinBEAT system as our broking software along with Sunrise and various other insurer websites for quotations. Experience with WinBEAT and Sunrise are preferred but not essential.

Applicants with underwriting experience are welcome to apply if they can demonstrate suitable experience with SME business insurance and dealing directly with customers. You will need to have experience with the following types of products - business insurance, management liability insurance, professional indemnity insurance, motor vehicle or truck/transport insurance, marine cargo insurance, cyber risks and NSW workers’ compensation. 

Education requirements

  • You must have ASIC RG146 Tier 1 - Insurance Broking qualification
  • A diploma in Insurance Broking is preferred

Compliance requirements

Our licensee will require the following documents from the successful applicant:

  • Identification (drivers licence/passport with a photo and signature)
  • A recent Federal Police Check (less than three months old)
  • An up-to-date Veda Credit Check
  • Two professional/business references
  • Evidence of your qualification

Job benefits and perks

Location and public transport

Our office is located in East Gosford on the Central Coast between Gosford CBD and Erina Fair. The major route means you have easy access to Bus Routes and Gosford Train Station.


There are plenty of cafes and shops in the local area. We are also central to both Erina Fair and Gosford CBD, both a short five minute drive away. Our central location makes it easy to attend to personal errands or to find something to do during your breaks.

Family friendly with flexible working hours

We are a family friendly business. We understand that sometimes you will need time out for kids performances, award ceremonies, and emergencies. We have a flexible system that can cater to this.

Affinity Insurance Services Pty Ltd

Apply Now


Insurance Broking
$40,000 - $70,000
Work Type:
Full Time
NSW - Other
Date Posted:
Closing Date:
Affinity Insurance Services Pty Ltd
Company Website