Client Portfolio Manager

17 hours ago

Adelaide, South Australia beBeeinsurance Full time $80,000 - $120,000

Job Title: Client Portfolio Manager

We are seeking an experienced professional to manage a portfolio of valued clients and deliver tailored insurance solutions.

About the Role

This is an ideal opportunity for a results-driven individual who excels in developing relationships, understanding client needs, and delivering exceptional service.

You will be responsible for managing a well-established portfolio of long-standing clients, built on trust and strong relationships.

Your role will involve taking ownership of a varied portfolio, delivering exceptional service, leveraging your expertise, and contributing to a dedicated team of professionals.

Our clients are largely from the professional, business, and corporate sector, so relevant product knowledge is essential.

We will focus on advisory and placement services in the Professional and Financial Risks, Corporate, and Business Sectors, advising a broad range of clients from single practitioners to large organisations operating globally.

  • Develop and present tailored risk management solutions to new and existing clients
  • Build strong relationships with underwriters and insurance partners to support the placement of risks
  • Stay up-to-date with industry trends, products, and regulatory changes
About You

With broad commercial product knowledge, you're ready to make the most of your experience and enjoy the benefits of working with a reputable employer.

You have strong rapport-building skills, excellent communication skills, and a genuine interest in helping your clients.

You're a team player with a Tier 1 certification and will enjoy working with a supportive manager, a collaborative team, and a well-regarded brand.

About Us

We are a leading insurance brokerage serving 60,000 clients and generating $800 million in gross written premium annually.

Established for over 50 years, we have a strong reputation for providing tailored, professional insurance solutions to businesses and individuals across various industries.

We are committed to building a sustainable future and delivering exceptional service to our clients.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Other
Industries
  • Insurance

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