Career Growth Opportunities

2 days ago


Sydney, New South Wales, Australia beBeePortfolio Full time $120,000 - $170,000

Deliver Impactful Initiatives

  • Take charge of a Sydney-based full-time role with flexible working options to drive business outcomes.
  • Leverage data storytelling and analytics to develop impactful initiatives that drive growth and profitability.

About the Opportunity

As a Portfolio Management Specialist, you will play a key role in guiding the performance and strategic direction of our SME portfolio—a critical part of our Commercial Insurance offering. You will work collaboratively with a talented team focused on sustainable growth, broker enablement, and platform innovation.

Key Responsibilities

  1. Analyse portfolio performance using internal and external data sources (Tableau dashboards, COGNOS, and industry reports) to uncover actionable insights.
  2. Develop and drive clear proposals for portfolio improvements, including tactical and strategic pricing changes.
  3. Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.
  4. Engage with external stakeholders such as distribution to enhance platform performance and broker connectivity.
  5. Deliver and monitor initiatives that drive profitability, ensuring benefits are realised and sustained.
  6. Create compelling data stories to communicate complex analytics to non-technical audiences.
  7. Maintain awareness of claim trends and risk profiles to inform portfolio decisions.
  8. Contribute to performance meetings with insights and updates on portfolio initiatives.

Requirements and Qualifications

  • Minimum 5+ years' experience in General Insurance, preferably with an actuarial and/or analytics background.
  • Bachelor's degree in Business, Commerce, Analytics, or Actuarial Science (desired).
  • Strong analytical skills and ability to derive actionable insights from data.
  • Proficiency in Tableau, COGNOS, and other business intelligence tools.
  • Excellent communication and data storytelling capabilities.
  • Commercial acumen and stakeholder engagement skills.
  • Curiosity and a mindset for continuous improvement and innovation.
  • Familiarity with emerging AI technologies in insurance.

What We Offer

  • A range of flexible working and leave options, including paid parental leave and paid emergency response leave.
  • Discounts and offers on retail favourite stores and insurance products.
  • Give back to our communities with payroll giving and donation matching.
  • Invest in your brighter future with ongoing study support and career development programs.
  • Prioritise your work/life balance with our robust employee assistance program and dedicated employee council.

We pride ourselves on being an inclusive workplace where everyone feels valued, involved, and respected for their perspectives and contributions. For further details on accessibility, please contact us.



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