Insurance Portfolio Manager

5 days ago

City Of Joondalup, Australia beBeeBroker Full time $80,000 - $130,000

Deliver Exceptional Client Service and Drive Business Growth

Key Responsibilities:
  • Manage a portfolio of commercial/SME insurance accounts, including renewals, policy amendments, and claims management
  • Proactively engage with clients to understand their insurance needs and provide tailored solutions
  • Negotiate with insurers to secure the most competitive premiums and coverage for clients
  • Prepare and present insurance proposals and policy documentation
  • Maintain detailed client records and ensure compliance with all relevant regulations
  • Provide exceptional customer service and build lasting relationships with clients
Requirements and Qualifications:
  • Minimum 3 years' experience as an Insurance Broker or Account Manager in the industry
  • Proven track record of successfully managing a portfolio of commercial/SME insurance clients
  • Excellent communication and negotiation skills, with the ability to articulate insurance concepts to clients
  • Strong analytical and problem-solving skills, with a keen attention to detail
  • Thorough understanding of insurance products, policies, and regulatory requirements

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