Executive Portfolio Manager

5 days ago

Darwin, Northern Territory, Australia beBeeRisk Full time
Job Title:

Account Executive

Job Description

Envest is seeking an experienced and driven Account Executive to manage and grow a portfolio of top-tier clients. In this key role, you'll take ownership of your own portfolio while working closely with our Senior Account Executive to deliver exceptional client service and drive business outcomes.

This role suits a strategic thinker who thrives on relationship management, is results-focused, and takes pride in providing tailored risk solutions to clients.

The ideal candidate will be a results-oriented individual with a strong drive to exceed targets and deliver high-quality outcomes for clients.

A confident communicator with the ability to build and maintain trusted client relationships is essential for success in this role.

The selected candidate will have excellent stakeholder engagement and negotiation skills, as well as experience with broking systems such as Insight, Winbeat, and OfficeTech.

The role involves managing complex renewals, ensuring clients' changing needs are addressed, and conducting in-depth client meetings and risk reviews.

Required Skills and Qualifications
  • Tier 1 or Diploma-level qualification in Insurance Broking (preferred).
  • Proficient in Microsoft Office, particularly Excel and Word.
  • Experience with broking systems such as Insight, Winbeat, and OfficeTech.
  • Strong administrative and organisational skills, including accurate file management and invoicing.
Benefits
  • Competitive salary package.
  • Opportunities for career progression and professional development.
  • A modern, centrally located office.
  • Flexible work arrangements to support work-life balance.
  • A chance to work with some of Australia's leading brands.
  • Opportunities to give back through community initiatives and partnerships.

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