Account Manager / Insurance Broker or Broker Assistant

About the Company

Alan Wilson Insurance Brokers is a respected, long-established brokerage known for delivering personalised, professional risk solutions to clients across a broad range of industries. Due to continued growth, they are seeking an experienced Insurance Broker and a motivated Broker Assistant to join their Traralgon team. This opportunity offers flexibility depending on your experience level, with strong support, training, and career progression on offer.

About the Roles

The roles suit either a qualified Account Manager / Insurance Broker looking to manage and grow a portfolio, or a Broker Assistant seeking to either start or further develop their career within insurance broking.

You will work closely with Senior Account Executives and the Branch Manager, supporting clients through high-quality service delivery, policy management, and effective communication with insurers and internal stakeholders.

Key Responsibilities

• Provide outstanding customer service to clients, insurers, and internal stakeholders
• Manage or support new business, endorsements, renewals, and general policy administration
• Liaise with insurers to obtain quotations, policy terms, and documentation
• Support Brokers and Branch staff by following processes, instructions, and completing delegated tasks
• Accurately manage Winbeat processing and invoicing procedures
• Maintain electronic filing and task management using OfficeTech
• Work efficiently across insurer portals, platforms, and Sunrise systems
• Assist with general administrative and operational support to ensure smooth branch operations

What’s Required From You

• Tier 1 qualification (completed or currently working towards) preferred but not essential
• Experience in insurance broking, underwriting, or a support role highly regarded
• Strong literacy across insurer platforms, portals, and Sunrise systems
• Solid understanding of technology and systems, including Microsoft Office (Word and Excel)
• High attention to detail, strong organisational skills, and ability to manage competing priorities
• A proactive, professional approach with a willingness to learn and grow

Why Join Alan Wilson Insurance Brokers?

• Be part of a supportive, experienced team committed to your development
• Role flexibility depending on experience level
• Ongoing training, mentoring, and clear career progression pathways
• A workplace that values professionalism, collaboration, and client service excellence
• Excellent employment benefits and professional development opportunities

How to Apply

A personalised covering letter and resume must be received by close of business Friday 13th February 2026. For a copy of the position descriptions, please click the following links:

https://www.gbsrecruitment.com.au/wp-content/uploads/2026/01/Account-Manager-Insurance-Broker-PD-Jan-2026.pdf

https://www.gbsrecruitment.com.au/wp-content/uploads/2025/11/Broker-Assistant-PD-Nov-2025.pdf

For a confidential discussion regarding this opportunity and the package on offer, please contact Rob Darby on (03) 5174 2665 or via [email protected]

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