Insurance Specialist – PI, Directors & Officers, Invest. Mngrs, Mngmt Liability We are partnering with a well-established national firm to find an ambitious Insurance Specialist. This is a unique opportunity to work closely with the Director, who is preparing to retire within the next two years. In this role, you will be guided and mentored by a seasoned industry professional with over 30 years of experience. Through true succession planning, you will inherit not only invaluable knowledge but also access to a highly developed and extensive network, setting you up for long-term success in the industry.
As an Insurance Specialist, you will provide expert advice in a highly specialised area of the market. Your focus will be on Professional Indemnity, Directors and Officers Insurance, Management Liability and Investment Managers Insurance policies. This role will see you working primarily with clients who hold Australian Financial Services Licences (AFSLs).
The successful candidate will have the opportunity to take ownership of a niche sector within the insurance industry. This role involves building and maintaining strong relationships with high-profile clients and key stakeholders, offering a chance to work closely with some of the most influential names in the field. It is more than just a job; it is a chance to develop a deeper understanding of the market and grow professionally in a strategic and influential role.
The clients span a diverse range of entities, including fund managers, hedge funds, independent financial advisers and ASX listed companies as well as collaborating with private equity firms and listed investment companies, providing tailored insurance solutions that meet their specific and evolving needs.
Full training on insurance products can be provided, you will need to have the following essential qualities to ensure success in the role:
A solid and comprehensive understanding of the Australian financial planning industry Exceptional networking skills, with the ability to build strong, long-lasting professional relationships A proactive and strategic approach to identifying and capitalising on new business opportunities If you are passionate about the financial services sector and ready to take on a dynamic, strategic and influential role, please apply now. This is an opportunity to make a real impact, shape the future of a successful business and develop into a position of leadership.
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