Senior Insurance Portfolio Manager

3 days ago


Melbourne, Victoria, Australia beBeeInsurance Full time $120,000 - $150,000
Senior Account Manager

The role involves managing and growing a portfolio of commercial insurance clients, primarily in the transport, construction, forestry, and heavy machinery sectors.

  • Build and maintain strong, long-term relationships with new and existing clients.
  • Provide guidance on products, policies, and industry changes as the primary contact.
  • Develop tailored insurance strategies aligned with each client's risk profile and business goals.
  • Identify and capitalize on cross-sell and upsell opportunities within the client base.
  • Collaborate with the team on new business development and marketing initiatives.
  • Prepare and present proposals to secure and grow accounts.
  • Manage the full policy lifecycle, including quotes, renewals, endorsements, and mid-term changes.
  • Liaise with insurers and underwriters to ensure competitive pricing and optimal coverage.
  • Maintain meticulous compliance with all relevant legislation, codes of practice, and company procedures.
  • Support clients through the claims process and advocate for timely and fair outcomes.
  • Provide ongoing risk management advice and adjust strategies as businesses evolve.


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