Peter Vickers Business Group, founded in 1979, offers a comprehensive range of financial services including tax, superannuation, SMSF and investment advice, audit, and administration of SMSFs, finance broking, and insurance. From our offices in Lindfield and Windsor, we provide tailored advice to manage, protect, and grow our clients' wealth, whether they are individuals or businesses.
About the Role
This is a full‐time on‐site role for an Account Manager, Insurance Broking located in Lindfield, NSW. The Account Manager will be responsible for managing client relationships, handling insurance policy renewals, assessing risk and coverage needs, quoting, cross‐selling, and negotiating with insurance providers. Day‐to‐day tasks include preparing and presenting insurance proposals, maintaining accurate client records, and ensuring compliance with industry regulations and company standards. The role involves both client servicing and converting new business enquiries.
Key Responsibilities
- Manage and grow a portfolio of commercial and personal insurance clients
- Conduct client reviews, need assessments, and provide tailored insurance solutions
- Prepare and negotiate insurance renewals and quotes with underwriters
- Provide claims support and follow‐up to ensure timely resolution
- Maintain strong relationships with clients, insurers, and internal teams
- Stay up to date with insurance market trends, policy changes, and compliance regulations
Qualifications
- 1‐2 years of experience in an account management or insurance advisory role is preferred
- Relevant qualifications (completed or in progress) in insurance or financial services (e.g., Diploma of Insurance Broking, Certificate IV in General Insurance)
- Knowledge of risk assessment and insurance coverage
- Experience in managing client relationships and negotiating with insurance providers
- Proficiency in preparing and presenting insurance proposals
- Excellent written and verbal communication skills
- Attention to detail and strong organizational skills
- Ability to work independently and as part of a team
- Previous experience in insurance broking is a plus
Why Join Us?
- Supportive and inclusive team culture
- Career growth and professional development opportunities
- Competitive salary package including employee share scheme
- Flexible work environment
- Genuine family‐friendly environment in a suburban office location
- Opportunities for further training and qualifications
How to Apply
To apply, please submit your resume outlining your relevant experience and qualifications. Only shortlisted candidates will be contacted.
Work Authorisation: Australia (Required)
Work Location: On‐site full‐time
Application Deadline: 3/11/2025
Account Manager, Insurance Broking in Sydney employer: Peter Vickers Business Group
At Peter Vickers Business Group, we pride ourselves on being a supportive and dynamic workplace that fosters professional growth and development. Located in the vibrant suburb of Lindfield, our boutique accounting practice offers a collaborative culture where you can take ownership of your client portfolio and make a meaningful impact on business growth. With a clear pathway to leadership roles, including the opportunity to progress to Director, we are committed to empowering our employees to thrive in their careers while building strong relationships with clients.
Contact Details:
Peter Vickers Business Group Recruitment Team
