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Client Portfolio Manager
3 weeks ago
This role is responsible for managing a portfolio of clients to ensure their insurance and risk management needs are fully met.
Responsibilities:- Portfolio Management: Ensure clients' insurance and risk management needs are fully met through effective portfolio management strategies.
- Business Development – Identify and develop new business prospects by cross-marketing opportunities with key stakeholders.
- Relationship Building - Develop and maintain close working relationships with key stakeholders, including insurance markets and distribution partners.
- Client Advice – Provide personalized advice to clients in all matters affecting their insurance program needs.
- Claims - Ensure timely and favourable settlement of claims by following up claims with internal Claims Department or Insurer Claims Officer.
- Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload effectively.
- Be able to manage multiple responsibilities simultaneously and adapt when necessary to meet client needs.
- Have excellent verbal and written communication, leadership, and interpersonal skills to build strong relationships with clients and stakeholders.
- Have a high level of attention to detail, quality standards, and compliance to ensure accuracy and integrity in all work activities.
- Diploma of Insurance broking or equivalent tertiary education preferred.
- Minimum of 10 years insurance broking experience within the financial services industry with local and international markets.
- Knowledge of insurance products, legislative obligations, and claim processes.
- Proficient in Microsoft Office Suite.
- WinBEAT/OrganiseIT experience or other similar software experience is an asset.
