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Meet a Broker: Jordyn Gilbert

Aug 22, 2019
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Business Car Insurance Cyber Insurance Liability Insurance Workers Compensation Insurance Medical Malpractice Insurance Property Insurance Professional Services Insurance Associations Insurance Medical and Care Services Insurance

Jordyn Gilbert is an Account Manager of the Indigenous Portfolio at Zenith Insurance Services. Jordyn has been recognised as a rising star in the broking field and was awarded NIBA Young professional broker of the year 2019 for Western Australia.

Since joining Zenith in May 2011, Jordyn has specialised in developing, implementing and managing the insurance programs for Aboriginal Corporations throughout Western Australia as well as working with clients on risk management solutions.

Jordyn chatted with Anna from Advisr about her experience and success as a broker, and how she helps business owners to ensure they get the right cover.

How can business owners benefit from working with an insurance broker?

As Insurance Brokers, our role is to ensure that clients have comprehensive insurance programs that are tailored to their individual needs. Part of that role means ensuring the client understands the covers in place as well as how those covers protect the organisation and them as individuals. The key benefit of partnering with a broker is that it is our responsibility to understand all things insurance which then allows us to educate our clients through the process, meaning they have someone they can rely upon when they need it most. I think every business can benefit from having the right broker, and I hope that we can continue to assist business owners and organisations of the value our industry has to provide.

What do you love about being an insurance broker?

In this industry we are very lucky to have the opportunity to meet people from all walks of life, with unique ideas and life experience. I think that is my favourite part of my job, meeting these unique individuals. getting to see the world and hear different points of view.

Travelling throughout the North West Region, I have personally developed an ongoing appreciation and respect towards the Indigenous culture through interactions with our clients and members of the community.

Jordyn Gilbert

How do you go above and beyond as a broker?

As a broker, I understand that my role is to share my expertise and knowledge with my clients, and to do that to the best of my ability I always get to know them and their businesses. By understanding their unique needs, they not only feel valued, but I am able to develop and implement an insurance program which meets their needs.

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Another key area that I pride myself on is the level of service I provide to my clients. Our clients are an extension of our business, they are valued partners and as such they need to be treated with the utmost respect to create long lasting business relationships.

I also believe that it is important to share knowledge about emerging and changing business risks that may affect clients businesses. Being an effective broker means ensuring I take the time to talk to my clients, educate them as much as possible and provide them guidance through this ever-changing work.

There will come a time when all Brokers need to have challenging conversations with our clients but I strongly believe that by demonstrating the above as well as acting with honesty & integrity, it makes those conversations a little bit easier.

What has been your experience of marketing your services online?

Within our organisation, we have recently gone through a rebranding exercise, updating our logo and creating a new website with the help of a marketing company which has been a very interesting process. Typically, we have relied on client referrals by word of mouth, but as we know, the broking and insurance industry is changing, and the next generation of business owners are younger and more technologically savvy individuals. Having an online presence is more important than ever but I believe there is a fine line between marketing your services along with ensuring you remain genuine to who you are as a broker. I think going forward this will be a challenge for many companies, not only within the insurance sector.

One of my favourite ways to connect, not only with potential clients, but with current clients and people within the industry is LinkedIn. I think it's a great platform for professionals, where we can share our knowledge and stay connected.

Do you have a particular focus area of expertise? If so why did you choose it?

When I started in insurance back in 2008, I began working with Aboriginal Community Controlled Organisations and continue to do so today. Working in this department, I have the privilege of working with organisations and people, leaders in their fields, who have taken the time to share with me the importance of their culture and traditions.

To date I have been fortunate to meet so many people as a part of my role, and it really makes the process personal as I am able to build relationships with people who, without doing what I do, would never have had the opportunity to meet. This is a driving force behind why I continue to do what I do.

Which skills are most important for an insurance broker to succeed in today's market?

I think the ability to adapt is the most important skill a broker could have in our ever-changing industry. As we have seen, there is a huge generational shift happening across all industries which ultimately has an impact on the insurance industry. I think there is a vast amount of SME business owners who are taking insurance policies direct with insurance companies, and I think sometimes that comes from a lack of awareness of the broking fraternity and the value it has.

As an industry, we are being challenged to adapt and change, ultimately to stay relevant in today's landscape. We need to be able to think differently, and sometimes approach situations from a different angle. I think being able to adapt to this change is key. If we can keep the principles we have been taught, which includes honesty and integrity then couple them with new ways of delivering service, quick and fast responses, new technologies, we can ensure our industry remains successful.

What insurance lines are your core areas of expertise?

Dealing with a vast array of organisations, means that I have been able to learn and gain expertise on a number of products, from the financial line side of Cyber, Associations Liability, Management Liability and Medical Malpractice, to the more traditional risk of Property, Motor and Workers Compensation. As our industry changes, so too do these products, and I think it means we are always learning and growing our knowledge base.

What makes an ideal client and why?

I don't think any one client is more ideal than the next. Each client has unique risks and also comes with a different set of expectations. I think as a broker, if I can educate my clients through the process and demonstrate to them the importance of my role, by meeting their expectations to ensure they are protected, then ultimately they end up being an ideal client. At the end of the day, I look to build a strong working relationship with my clients, and if I can achieve that, then that's a great client!

What areas of insurance should people be aware of over the next 12 months?

The most important product I think everyone should be aware of is Cyber. The way technology is embedded into our lives and our reliance on it as a society is unprecedented. We use technology for everything, from our banking, booking appointments, and most importantly our jobs. Without it, how do we operate? So business owners and individuals need to educate themselves on the risks and ensure they have appropriate cover, as cyber security breaches such as website and email hacking are far more common than many realise.

To talk about your insurance needs speak to Jordyn.

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General Advice Warning: This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

All information above has been provided by the author.

Andy Jamieson, ABN 17 613 588 266