Principal Broker

About the role

The Principal Broker partners with the Director of McLardy McShane Specialty to grow and manage a portfolio of mid-market General Insurance accounts. The role combines new business development with the ongoing management of key and complex client relationships – providing broking advice, overseeing claims outcomes, and contributing to branch performance, compliance and client retention.

Key responsibilities

• Provide proactive, professional service to a portfolio of mid-market General Insurance clients, retaining and growing the book.
• Process policy transactions, renewals, invoicing and Certificates of Currency.
• Prepare insurance submissions, slips and client presentations to support renewal and new business negotiations.
• Respond to enquiries from current and prospective clients, managing quotations and account administration.
• Identify and develop new business prospects, cross-marketing to expand the branch's client base and revenue streams.
• Prepare quotes, proposals, reports and letters of appointment to convert prospective clients.
• Build and maintain relationships with underwriters, insurers and industry professionals to support growth.
• Manage claims lodgement, progression and resolution in collaboration with the Director and the dedicated claims team.
• Act in clients' best interests throughout the claims process, ensuring timely and favourable settlement.
• Maintain strong compliance practices through accurate record keeping, file audits and policy reviews.

About you

• Diploma of Financial Services, with Tier 1 and Tier 2 compliance mandatory.
• 10+ years' broking experience at a senior level, with a track record managing complex mid-market accounts.
• Strong technical insurance and broking knowledge across products, legislative obligations and claims processes (RG 146).
• Working knowledge of RG 271 (Internal Dispute Resolution) and broader compliance requirements in broking.
• Demonstrated budget and debtor management experience, with the ability to implement processes that drive revenue and monitor compliance.
• Excellent relationship-building skills across staff, clients, underwriters and industry professionals.
• Proven ability to lead and develop a culture-driven team aligned with McLardy McShane values.
• Tertiary qualification in a business-related discipline highly regarded, though not mandatory for the right candidate.

About us

McLardy McShane Insurance Group brings together McLardy McShane Insurance Advisors, McLardy McShane Partners and Victory Funding under one banner, combining specialist expertise across insurance broking and premium funding. McLardy McShane was founded in 2007 when Don McLardy and Mike McShane brought their insurance businesses together to build something different - a network of people who share values, act with integrity and give back to the communities they work in. That people-first, community-minded approach still shapes how the McLardy McShane Insurance Group operates today, across a growing network of advisors, authorised representatives and joint venture partners.

Benefits

• A genuine, people-first culture within a growing, entrepreneurial group.
• Investment in your own professional development and career growth.
• A supportive, collaborative and fun team environment, with regular team and community events.
• Involvement in McMc Group's community partnerships and regional Australia initiatives.
• Flexible working arrangements to support work-life balance.
• Paid Parental Leave
• Early Pregnancy Loss & IVF Support Leave
• Birthday Leave
• Floating Public Holiday Leave
• Family & Domestic Violence Support Leave & Additional Resources
• Volunteer Leave