Strata Insurance Portfolio Manager
3 weeks ago
About the Role:
We are seeking a highly skilled and experienced Strata Insurance professional to join our team at AU082 HONAN OPERATING CO PTY LT as a Client Executive – Strata. In this pivotal role, you will be responsible for developing new business and retaining existing business within the Strata team.
Your Key Responsibilities:
- Manage long-term relationships with key clients, implementing renewal and broking strategies to drive business growth.
- Investigate and pursue new business opportunities in collaboration with account managers to expand our client base.
- Assist in the design, development, and implementation of insurance programs for clients, ensuring their needs are met and exceeded.
- Develop and maintain meaningful working relationships with insurers to secure the best possible outcomes for our clients.
- Ensure timely completion of delegated activities and implement account retention strategies to maintain a high level of client satisfaction.
- Proactively identify and meet client needs, providing excellent service and portfolio management to drive business growth and retention.
- Stay updated on industry trends, competitors, and relevant legislation to ensure our clients receive the best possible advice and service.
What You Need to Succeed:
- Tier 1 & Tier 2 qualifications (essential)
- 2+ years of Strata insurance experience
- Strong knowledge of customer service standards and insurance products and services
- Thorough understanding of relevant insurance lines and legislation
- Intermediate computer literacy skills
- Excellent organizational and communication skills
- Ability to identify and develop new business opportunities
- Strong presentation skills and coaching abilities
About Us:
AU082 HONAN OPERATING CO PTY LT is a leading insurance broker and risk adviser, serving commercial and individual clients with data-driven risk solutions and advisory services. We are part of Marsh McLennan, a global professional services firm with a strong commitment to diversity, inclusion, and flexibility in the workplace.
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