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Insurance Portfolio Manager

2 weeks ago

Geelong, Victoria, Australia beBeeCustomer Full time $70,000 - $85,000
Commercial Account Executive Opportunity

We are seeking a skilled professional to fill the Commercial Account Executive role in Victoria. The ideal candidate will possess strong problem-solving skills, be able to prioritize multiple tasks, and maintain a positive attitude.

This position involves collaborating with our team to provide exceptional client service, retain existing business, and identify opportunities for growth.

The successful candidate will be responsible for attending client meetings, preparing documents, updating spreadsheets, and liaising with internal teams to ensure seamless communication.

Main Responsibilities:
  • Maintain maximum retention of an existing portfolio
  • Attend external client meetings
  • Respond promptly to client inquiries
  • Prepare all client services documents
  • Monitor outstanding information for clients
  • Update spreadsheets, including Statements of Values and Contractors Equipment Schedules
Required Skills:
  • Level 2 Insurance License
  • Minimum 5 years experience in account management
  • Strong knowledge of commercial lines insurance
  • Excellent verbal and written communication skills
  • Intermediate computer skills, including Microsoft Office Suite