Senior Risk Adviser

The Business

National Tier 1 Risk Insurance Advisory business with full back office expertise and support in advice processes, client services and claims. We are one of Australia’s leading life insurance specialists, providing tailored advice to protect businesses, families and individuals.

The role will be supported with a large established network of referral business partners and extensive and loyal client SME client base.

The Role – Senior Risk Adviser

The primary focus of the role is to provide a high level of service and advice to an existing list of clients through personal interaction, client reviews, and education services.

Working closely with the support team you will provide “High Touch” relationship management and servicing to a wide variety of clients. You will manage an allocated list of clients – circa 350 conducting the review process.

Maintain service levels and grow the book. By enriching clients knowledge and enhancing relationships increase the value of advice and grow the book through organic servicing. Build new business relationships developed in partnership with the Business Development Team primarily via the Austbrokers GI network.

As an advocate for the business, engage in the business’s advice philosophy and service delivery by pro-actively supporting activities around the brand, marketing and relationship management of third party referral partners.

Achieve agreed annual targets with upfront revenue and recurring revenue with respect to on-going advice fees, insurance fees, and client numbers.

The Benefits

The opportunity to apply your professional capabilities in a highly focused “pure” Insurance advice firm with strong existing client relationships, collaborative team, and highly experienced management team of Insurance Industry professionals.

Display your passion for Insurance in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of internal support with dedicated administration with all back office function taken care of by the team, with the exception of strategy development, file notes, client interaction, and overall client relationship management responsibility.

Continued professional development and growth with the company leading to the ongoing development of your client book and associated revenues, ideally leading to a long term role in the business.

The Person

Ideal applicants will have 5 years’ experience in a client facing Insurance advice role encompassing a broad range of client types and demographics. Additionally, you will have direct experience working with business clients on Buy/Sell and Keyman relationships.

You will demonstrate a high level of client service ethic, aptitude and capabilities, working knowledge of the Insurance industry and on-going regulatory change.

Ideally you will have:

1. Degree in finance, business related field
2. Advanced Diploma of Financial Planning
3. Successfully completed FASEA exam

Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected.

Remuneration – Senior Risk Adviser

Base salary negotiable plus superannuation, and annual incentive bonus.

Bonus paid on client retention, organic growth, client referrals and new business written, plus standard gateway and balanced scorecard measures, compliance, client satisfaction, team work, personal development.

The business wants to recognise your contribution and reward your success.