Insurance Portfolio Manager

4 weeks ago


Melbourne, Victoria, Australia Ensure Recruitment Full time

Job Summary

We are seeking a skilled Account Manager to join our team at Ensure Recruitment.

About the Role

The successful candidate will be responsible for managing a diverse portfolio of accounts, delivering outstanding service and tailored solutions to clients, and contributing to the growth and success of the business.

Key Responsibilities

  • Manage a portfolio, including new business, renewals, endorsements, and client retention.
  • Build trusted partnerships with clients by delivering exceptional service and developing networks with underwriters, funders, and industry stakeholders.
  • Exceed KPIs and drive business growth by securing new business opportunities and staying informed on market trends and their impact on clients and business.
  • Maintain compliance excellence, ensuring all processes meet legislative and regulatory standards.
  • Actively participate in business continuity planning, projects, and operational improvements.

About You

  • You have 3+ years' experience as an Account Manager in the insurance broking industry.
  • You possess proven customer service excellence with a strong commercial approach.
  • You have outstanding verbal and written communication skills.
  • Familiarity with platforms like Winbeat, OfficeTech, Sunrise, SVU, and SCTP is desirable.
  • Tier 1 Broking qualification is essential; tertiary qualification in financial services is highly regarded.

What We Offer

  • A competitive salary of approximately $80,000 - $110,000 per annum, depending on experience.
  • A dynamic and supportive work environment.
  • Ongoing training and professional development opportunities.
  • A comprehensive benefits package, including generous leave entitlements and access to employee discounts.

About Ensure Recruitment

We are a leading recruitment agency specializing in insurance and financial services. Our team is passionate about delivering exceptional results and building long-term relationships with our clients and candidates.



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