SME Portfolio Specialist

SME Portfolio Specialist

As a SME Portfolio Specialist, which internally we recognise as a Digital Portfolio & Propositions Specialist, you’ll play a pivotal role in our SME portfolio team, developing and managing innovative insurance solutions for small and medium businesses. You’ll leverage your commercial underwriting or actuarial pricing expertise to interpret customer behaviours and market trends, driving the creation of data‑driven, customer‑centric propositions that support Zurich’s ambition to deliver exceptional digital experiences.

Working closely with cross‑functional teams, you’ll be responsible for optimising portfolio performance, identifying opportunities for growth, and ensuring our products remain competitive in a rapidly evolving digital landscape. This is a unique opportunity to help shape Zurich’s future, contributing to our empowered, collaborative culture and making a real impact for our customers and our business.

Responsibilities

You will also be responsible for the following:

- Managing the performance of SME portfolio segments using underwriting, product, and pricing strategies informed by robust data insights to maximise growth and profitability.

- Assisting in the delivery and optimisation of automated digital underwriting processes through Zurich’s Z stream platform, driving efficiency and enhancing broker experience.

- Interpreting customer behaviours, market trends, and commercial performance using data analysis to identify actionable opportunities for product, service, and process enhancements.

- Preparing business cases and recommendations for investment in new solutions, underpinned by quantitative analysis and competitor benchmarking.

- Collaborating with internal and external stakeholders to develop and communicate compelling, customer‑centric propositions.

- Supporting the development and implementation of pricing strategies using market and performance data to deliver on portfolio objectives.

Important to your success – let’s grow together

We’re seeking a commercially astute insurance professional who thrives in a collaborative, fast‑paced environment and is passionate about driving digital innovation. You’ll be motivated by the opportunity to shape the future of insurance and deliver outstanding results for our customers.

Qualifications

In order to be successful, you will have the following:

- Proven experience in commercial underwriting or insurance, with a track record of delivering underwriting results and engaging with brokers and customers.

- Strong commercial acumen and the ability to interpret financials and deliver strategies that drive business objectives.

- Excellent communication and relationship‑building skills, with experience influencing senior management and working collaboratively across teams.

- Sound understanding of regulatory, legal, and corporate governance issues affecting the commercial insurance market.

- Results‑oriented approach, with the ability to work to tight deadlines and deliver on commitments.

- Degree‑level qualification or equivalent professional experience (minimum 5 years in commercial underwriting/insurance).

Belong. Zurich is here to support you

There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.

- Enjoy 5 weeks of annual leave for permanent staff through our Z leave initiative, along with 15 days of personal/carer’s leave as we empower our people to manage their own wellbeing. Plus, access to Family Care (parental leave).

- Benefit from a hybrid working arrangement – 3 days in the office and 2 days working from home per week for full‑time employees.

- Access programmes to stay healthy and feel healthier, receive an AUD$500 wellbeing payment per year, and a AUD$295 new starter e‑voucher for your work‑from‑home set‑up (flex work – hybrid working), along with other great benefits through our Shine portal.

- Grow and thrive in your career with our award‑winning training programmes. We support and encourage your development because our strength lies in our people, and we value your individuality.

- Work with global, diverse, and inclusive teams; explore your passions, fuel innovation, drive equity, collaborate, and make a positive difference beyond your role.

- Take advantage of global mobility opportunities across more than 200 countries worldwide.

- Volunteer and work in our state‑of‑the‑art Green Star rated offices (when you are in the office) and dress for your day.

- We plant a tree for every new employee.

- Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive Workplace; Gold AWEI Employer, Pride in Diversity… to name a few.

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, maintain work/life balance, and thrive in a supportive environment.

Zurich is an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.

So, if you want to come on an adventure that will build a brighter future together, and feel a sense of togetherness, then please apply today to start your adventure

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