Jobs available at the Guild Group
The Guild Group is an Australian owned company that provides a broad range of insurance, financial and professional services, including superannuation, legal, accounting, financing, business and personal insurances, and an Australian equities investment fund. We provide these services to cater to the personal and professional needs of health care and child care professionals.
Jobs (if available) can be viewed by clicking on the job title below.
Reports to: General Manager - Business Development & Distribution
Company/Division: Guild Group - Guild Insurance Limited (GIL)
Location: Melbourne
Status: Permanent Full-time
JOB PURPOSE
- To lead projects for the Commercial Direct channel, and to deliver Business Support Centre Services for Commercial Direct.
- To oversee and deliver selected administration and support services which are to be managed centrally, for Insurance.
- To establish a viable quality assurance function for the Insurance business, and subsequently manage accountabilities allocated to this position
ACCOUNTABILITIES
Planning & Leadership- Set and deliver plans across areas of accountability to support the delivery of the overall Guild Group and Insurance strategic plan.
- Select, coach, develop and manage the work and performance of reporting teams.
- Ensure resourcing, performance and bench strength of the team is aligned to deliver plans. Anticipate future skill requirements and acquire these in appropriate time frames
- As a member of the Insurance leadership team, contribute to setting and delivery of all aspects of overall strategic plan and objectives.
- Participate on committees, internal and external, as required.
- Collaborate and seek input from specialist functions and others as required, to maximise performance outcomes.
- Be a role model and ambassador to others in setting and upholding the company values, culture and standards.
- Project lead for the Head of Commercial Direct, improvements in: business and systems processes; setting and measuring key metric for service delivery and performance; and report production.
- Oversee and deliver all aspects of the Business Support Centre services, including the ongoing management of business support centre processes and reporting.
- Oversee the User Assist function and ensure it provides efficient and effective value-add assistance to the business. Identify user trends to determine where business processes, training or other change is required.
- In collaboration with key stakeholders, identify administrative functions within Insurance that are ideally managed centrally to maximise efficiency and / or effectiveness outcomes.
- Oversee the delivery of centralised administration services.
- Continuously identify opportunities and take action to improve administration functions.
- Oversee development, delivery and prioritisation of Systems training
- Oversee User Assist – support line for systems processes for i90, ClaimCenter, MIS, SalesLogix & other GIL systems
- Identify user trends to determine where business processes, training or other change is required and alert Heads
- In collaboration with key stakeholders, establish a viable quality assurance framework for the Insurance business, and manage accountabilities that are allocated to this position.
- Deliver an agreed quality assurance program which systematically monitors and evaluates Insurance activities to ensure adherence to minimum standards of quality and regulatory requirements
- Ensure compliance with regulatory requirements and adhere to the ‘no surprises’ rule by alerting the General Manager Insurance and CEO immediately of any significant or potential risks or breaches to regulatory requirements or Guild business standards, and take remedial action.
- Remain abreast of regulatory trends and changes, and ensure the company anticipates and navigates changes successfully.
- Prepare reports and submissions for stakeholders and committees as required.
- Undertake any other duties, as required, by your line manager and CEO.
- Undertake major projects and change initiatives as required.
KEY RELATIONSHIPS
Internal
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External
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POSITION SPECIFICATION
EDUCATION
- Undergraduate degree in related discipline desirable, with post graduate studies desirable
KNOWLEDGE & EXPERIENCE
- Extensive knowledge and experience working in business operations and services
- Financial services or related industries experience – minimum 5 years
- Proven experience in process re-engineering, operational efficiency, project and change management
- Expertise in working with project tools, frameworks and methodologies
- Exposure to and understanding of end-to-end business functions and interface issues
- Team leadership – minimum 5 years, including leading teams through significant change
- Experience working as part of a functional leadership team, including setting and delivery of plans and strategies
- Exposure to quality assurance concepts and processes
SKILLS/ABILITIES
- Proven ability to build relationships and communicate effectively at all levels
- Well-developed cognitive and analytical capability.
- Ability to successfully lead and motivate a team to achieve business targets
- Proven capacity to design, construct and implement operating frameworks for medium sized operations
- Flexible and agile with the ability to manage change
Reports to: Territory Manager
Company/Division: Guild Financial Services Limited
Location: Springhill QLD
Status: Full-time
JOB PURPOSE
To secure new business via the sale of Guild Employer Superannuation to the Pharmacy, Child-care , Veterinarian industries and other prospective industries whilst servicing Guild’s existing markets in relation to Employer Superannuation and other financial services available through Guild Financial Services (GFS).
SPECIFIC ACCOUNTABILITIES
- To excel in the sale of high quality SME Business Superannuation products and services.
- To provide ongoing service to a panel (region) of existing SME businesses and meet annual delivery targets.
- Refine and manage a prospect pipeline to conversion of quality new business.
- To work with the Guild Insurance Ltd. (GIL) Regional Manager in developing and maintaining appropriate professional association contacts.
- To work with the regional office to provide value-add to existing insurance clients via the range of products and services available and authorised by GFS.
- To establish excellent relationships with Guild Insurance ensuring a good flow of information and referrals between the two groups.
- To maintain appropriate systems and reporting in accordance with Guild’s established objectives, guidelines and procedures.
- To ensure Guild standards of sales, service and customer centricity are met or exceeded.
- To maintain individual technical competence in the areas of superannuation.
- To comply with all statutory, regulatory and company compliance requirements in the delivery of services to clients.
KEY COMPETENCIES
| Customer Focus |
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| New Business Sales & existing client retention |
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| Initiative & Results Orientation |
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| Planning |
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| Communication & Relationship Skills |
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KEY RELATIONSHIPS
External
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Internal
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POSITION SPECIFICATION
EXPERIENCE
Essential
- Proven experience in the Superannuation industry or similar sector.
- Proven sales experience.
- Business superannuation environment.
- Client relationship management.
EDUCATION
Essential
- DFP 1-4
- RG 146
SKILLS/ABILITIES
Essential
- Outstanding communication and relationship building skills.
- Strong selling skills.
- Time management and planning skills.
- Technical competence in superannuation.
- Ability to work autonomously.
- High levels of attention to detail.
- Capacity to multi-task.
- Computer literacy – MS Word, Excel, Financial Services CRM software, SalesLogix.
PERSONAL DISPOSITION
Essential
- Results oriented
- Ability to persuade and negotiate
- Team player
- Capacity to handle pressure and sales targets
- Focus on continuous learning
- Well Presented
Reports to: Executive Manager
Company/Division: Guild Insurance Limited (GIL)
Location: Regional
Status: Full Time
JOB PURPOSE
To grow current client numbers and profitable premium income through the sale of Guild products in
order to achieve Business Centre/individual strategic sales targets and to consistently deliver a superior
customer service experience.
SPECIFIC ACCOUNTABILITIES
- Achieve individual client / premium sales growth and retention targets as per client segmentation
- Conduct territory/regional visits
- Maintain and manage relationships and service delivery to assigned clients as per client
segmentation. - Structure and review annual insurance programs for assigned clients as per client segmentation.
- To identify and communicate potential sales opportunities to the Business Development team.
- Action potential sales opportunities generated by Sales and Service Coordinators.
- Represent and promote Guild at external industry events (Including after business hours functions).
- Manage/delegate client queries and requests as appropriate.
- To understand and apply Guild’s underwriting guidelines.
- To adhere to Guild’s sales and service processes.
- Liaise with Business Support Centre Team Leader to progress business processes and improved
Customer outcomes as required - Recognise and communicate process improvements at every opportunity.
- To action the strategic marketing activities of the Group as directed by the Executive Manager
- Provide market intelligence via GIL's Competitor Information Forum
- Completion of underwriting surveys and provide risk advice to clients as per the survey guidelines
- Any other tasks as delegated by your leader.
KEY COMPETENCIES
| Functional/Technical Skills |
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| Leadership |
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| Sales & Service |
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| Business Acumen |
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| Organisational Skill |
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| Priority Setting |
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KEY RELATIONSHIPS
External
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Internal
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POSITION SPECIFICATION
EXPERIENCE
- Previous experience in a similar sales and service role within the Commercial Insurance Industry
- Demonstrated ability to consistently achieve sales targets
- Good knowledge of underwriting guidelines within the Commercial Insurance industry
- Proven customer service disposition
SKILLS/ABILITIES
- Strong sales skills
- Excellent customer service and relationship management skills
- High level of computer literacy
- Basic leadership skills
- Strong organisation skills
- Effective selling, networking and negotiating skills
- Ability to work within and contribute to a team environment
- Ability to work autonomously
- Excellent oral and written communication skills
PERSONAL DISPOSITION
- Self motivated
- Innovative
- Customer focussed
- Confident in own abilities
- Professional presentation
- Analytical
- Approachable
- Energetic
- Positive attitude
EDUCATION
- FSI101 and FSI102 (essential)
- Cert IV - General Insurance (desirable)
- Sales skills course completion
SUGGESTED KEY PERFORMANCE INDICATORS (KPI)
- Personal new client target (profitable)
- Personal client retention rate target
- Personal premium target
- Customer satisfaction measure
Please contact Guild's Human Resources Department on (03) 9810 9779 or by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spambots. You need JavaScript enabled to view it . All applications will be treated in the strictest confidence.
