At a Glance
- Tasks: Lead and grow the financial services client practice while managing key relationships.
- Company: Specialist insurance broker in Melbourne with a focus on Financial Lines.
- Benefits: $180k to $220k + super, performance incentives, and employee share ownership.
- Other info: Dynamic environment with opportunities for career growth and innovation.
- Why this job: Join a leadership team where your decisions truly matter and influence business strategy.
- Qualifications: 5+ years in Financial Lines broking with strong client relationship skills.
About the Organisation
Our client is a specialist insurance broker in Melbourne focused on Financial Lines. It works with businesses across the wealth and financial services sector, and backs its broking with strong technology and data capability. The business is growing and is adding senior broking talent to support that growth.
About the Role
I am recruiting on behalf of our client seeking a Head of Practice to lead its financial services client practice. You'll report to the Managing Director and join the leadership team. You'll manage your own key relationships and have a say in strategy, product and how the business runs. This is a hands-on leadership role. It suits a senior Financial Lines Broker who wants real influence and a share in the business.
Responsibilities include:
- Leading and growing the financial services client practice
- Owning relationships with senior decision makers at clients, insurers and referral partners
- Building new business through referral and partner channels
- Guiding prospective clients through a structured advisory process
- Placing and negotiating cover with domestic and overseas insurers
- Shaping business strategy, operations and new products
- Improving systems, CRM and data-driven tools
About You
You'll have 5+ years in Financial Lines broking, placement or specialist insurance advisory. Ideally you'll bring:
- Exposure to financial services clients such as advice businesses, licensees, platforms or fund managers
- Insurer relationships in Australia and offshore
- A record of winning and retaining clients
- Comfort with technology and an interest in better ways of working
- A degree in Law, Finance or Commerce (highly regarded)
Financial Lines Brokers from global, national and specialist brokerages will be considered.
What's on Offer
$180k to $220k + super, plus performance incentives
- Employee share ownership
- A seat on the leadership team
- A smaller business where your decisions count
Please note, as part of securing your new position it may be a requirement of employment that you undertake background checks including but not limited to police, bankruptcy, banned register and qualification checks.
Head of Practice, Financial Lines in Melbourne employer: Hooker & Heijden
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