Insurance Portfolio Manager
4 days ago
At AU002 Marsh Pty Ltd_AU, we are seeking a skilled professional to join our team as an Insurance Portfolio Manager.
About the RoleThis is a hybrid role that requires working at least three days a week in the office based in Melbourne. As an Insurance Portfolio Manager, you will be responsible for managing a small portfolio across Construction and Builders Warranty, ensuring exceptional service and support for our clients.
Key Responsibilities- Client Relationship Management: Service and maintain a small portfolio of clients, providing front-line client service for those accounts.
- Client Interface: Serve as the main point of contact between clients and the organization, ensuring an optimal level of service is consistently delivered.
- Needs Assessment: Work closely with new and existing clients to determine their current and future needs.
- Solution Proposition: Recommend suitable products, services, and upgrades to clients to maintain and grow revenue.
- Service Delivery Oversight: Oversee service delivery across new business quoting, renewals, and claims, ensuring client and underwriter expectations are met.
- Customer Service Excellence: Deliver outstanding customer service to clients, fostering strong relationships.
- RG146 Tier 1 Insurance Broking Compliance or ANZIIF certification
- 2 years of industry experience
- Proven ability to juggle multiple tasks and adhere to deadlines
- Excellent analytical and negotiation skills, along with exceptional written and verbal communication
- We offer a competitive salary package, estimated to be around $120,000 - $150,000 per annum, depending on experience.
- Opportunities for career growth and professional development
- A vibrant and inclusive culture where you can work with talented colleagues to create new solutions
- A range of benefits and rewards to enhance your well-being
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