Portfolio Management Professional

2 weeks ago

City Of Brisbane Melbourne Sydney, Australia beBeeInsurance Full time $103,400 - $157,200

Unlock Your Potential in a Full-Time Role

  • Work from Sydney, Melbourne, or Brisbane with flexible working options.

The role involves utilising data storytelling and analytics to drive impactful initiatives.

You will guide the performance and strategic direction of our SME portfolio—a key part of our Commercial Insurance offering.

Key Responsibilities:
  • Analyse portfolio performance using internal and external data sources (Tableau dashboards, COGNOS, and industry reports) to uncover actionable insights.
  • Develop and drive clear proposals for portfolio improvements, including tactical and strategic pricing changes.
  • Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.
  • Engage with external stakeholders such as distribution to enhance platform performance and broker connectivity.
  • Deliver and monitor initiatives that drive profitability, ensuring benefits are realised and sustained.
  • Create compelling data stories to communicate complex analytics to non-technical audiences.
  • Maintain awareness of claim trends and risk profiles to inform portfolio decisions.
  • Contribute to performance meetings with insights and updates on portfolio initiatives.
Requirements:
  • Minimum 5+ years' experience in General Insurance, preferably with an actuarial and/or analytics background.
  • Bachelor's degree in Business, Commerce, Analytics, or Actuarial Science (desirable).
  • Strong analytical skills and ability to derive actionable insights from data.
  • Proficiency in Tableau, COGNOS, and other business intelligence tools.
  • Excellent communication and data storytelling capabilities.
  • Commercial acumen and stakeholder engagement skills.
  • Curiosity and a mindset for continuous improvement and innovation.
  • Familiarity with emerging AI technologies in insurance.

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