Team Leader

• Achieve growth targets and retention rates
  


• Contribute to acquiring new business and preparing submissions for new opportunities
  


• Build and maintain a relevant network of business contacts
  


• Assist in developing client revenue budgets and work to meet or exceed set targets
  

Client Service

• Manage a portfolio of clients to ensure their insurance and risk management needs are fully addressed to their satisfaction
  


• Maintain strong client relationships through timely, accurate administration including invoicing, quotes, premiums, and adjustments
  


• Collect client information supporting renewal documentation and generate reports according to standards
  


• Facilitate timely settlement of claims
  


• Implement renewal and broking strategies per instructions, coordinating with claims teams to protect client interests
  


• Proactively resolve client issues and respond to inquiries
  

Operations

• Ensure practices are in place to reduce Errors & Omissions (E&O) claims
  


• Assist with overall account management and debtor management, including minimizing debts beyond 180 days
  


• Deeply understand and promote Gallagher’s insurance, financial services, and premium funding products during client interactions
  


• Guarantee 100% accuracy in client documentation and internal procedures
  


• Make decisions aligned with client needs, Gallagher policies, and relevant legislation
  


• Escalate issues or grievances when necessary and identify cross-marketing opportunities
  


• Uphold high ethical and professional standards to maintain Gallagher’s reputation and brand
  

Broking Excellence

• Serve as a knowledgeable expert in insurance and risk management, acting as an intermediary for clients
  


• Manage placement of insurance, claims processing, quoting, and renewal administration effectively
  


• Maintain product knowledge relevant to specific sectors (such as Marine) and industry trends
  


• Ensure compliance with applicable legislation, regulations, duties, levies, codes, and organizational standards
  


• Use core broking and document management systems efficiently
  


• Self-manage time to produce accurate work and sound advice
  


• Collaborate with colleagues to benefit clients and the business
  


• Be registered and qualified with the national insurance broker association
  


• Comply with ASIC’s minimum training standards for financial product advisers (RG146)
  

• Relationship Management (Proficient)
  


• Collaboration (Proficient)
  

Execution

• Business Acumen (Proficient)
  


• Results-Driven (Proficient)
  


• Accountability (Proficient)
  

Client Focus

• Client Excellence (Proficient)
  


• Negotiation & Persuasion (Proficient)
  


• Effective Communication (Proficient)
  

Qualifications & Education:

• Preferably a Diploma in Financial Services or other relevant tertiary qualifications
  


• Essential Tier 1 qualification (Australia)