Insurance Portfolio Manager

2 days ago


Hobart, Tasmania, Australia beBeeAccounting Full time $100,000 - $150,000
Account Management Opportunity

We are seeking a skilled professional to manage a portfolio of corporate client accounts.

Key Responsibilities:
  • Implement Client First Principles across your portfolio, ensuring high quality customer service is always provided.
  • Manage a portfolio of clients, working as a team with other brokers and supporting junior colleagues where needed.
  • Consistently achieve agreed service standards, fostering effective long-term relationships with key client decision makers and monitoring changes to preserve these relationships.
  • Take a proactive approach to account management and service delivery, identifying and meeting client needs.
  • Implement successful account retention and defence strategies, maintaining awareness of large and complicated claim-related matters.
Requirements:
  • Proven experience in managing corporate client accounts.
  • Tier 1 FSRA qualification.
  • Strong negotiation and problem-solving skills, excellent communication skills.
  • A motivation for client service and solutions.
What Makes You Stand Out:
  • Strong knowledge of account management and the insurance industry.
  • Dedication to high-level client service, ability to thrive in a fast-paced environment.

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