Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeAccount Full time $90,000 - $120,000
Job Description

We are seeking a well-rounded and experienced insurance professional to manage a portfolio linked to a professional association. The successful candidate will have a proven track record in account management, particularly with corporate or association-linked clients.

Key responsibilities include managing renewals, building and maintaining strong relationships with association members, participating in association board meetings, and collaborating with underwriters to deliver bespoke PI insurance solutions.

The ideal candidate will thrive on solving complex problems and delivering positive outcomes for clients. They will be an exceptional communicator, both written and verbal, and passionate about sharing their knowledge and supporting those around them.

Requirements
  • Previous broking experience in Professional Indemnity (PI) insurance is essential.
  • A proven track record in account management, particularly with corporate or association-linked clients, is required.
  • Exceptional communication skills, both written and verbal, are necessary.
  • Ability to build and maintain strong relationships with association members is crucial.
  • Participation in association board meetings and collaboration with underwriters are expected.
Benefits

This role offers the opportunity to work with a dynamic team, drive portfolio growth, and make a lasting impact in the industry.

About You

We are looking for a well-rounded and experienced insurance professional who is passionate about delivering tailored coverage solutions and building meaningful client relationships.

About Us

Our company is committed to building a sustainable future and delivering exceptional service to our clients.

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