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Insurance Portfolio Manager

1 month ago

Perth, Western Australia Marsh Pty Ltd Full time

We are seeking a talented professional to join our Honan Strata team at Marsh in Perth. This hybrid role requires working at least three days a week in the office.

As an Account Executive, you will play a crucial part in contributing to the growth objectives of Marsh by managing and developing business within a nominated portfolio, ensuring high-quality client service and satisfaction.

Main Responsibilities:

  • Maintain and service a portfolio of clients, implementing renewal and broking strategies.
  • Develop and manage insurance programs for clients, collaborating closely with claims staff.
  • Cultivate and maintain strong relationships with insurers and stakeholders.
  • Ensure timely execution of pre-renewal processes and strategic placement.
  • Provide operational support and excellent client service in daily interactions and client inquiries.
  • Assist in training and development of team members, ensuring high standards of service delivery.
  • Monitor overdue debtors and ensure administrative tasks are completed within set timeframes.

Requirements:

  • Strong interpersonal skills with the ability to build and maintain relationships at all levels.
  • Basic computer literacy and proficiency in CRM systems.
  • Excellent organizational, written, and verbal communication skills.
  • Knowledge of customer service standards and claims processes.
  • Proficiency in managing client expectations and delivering on service commitments.

About You:

  • Experience in insurance.
  • Tier 1 qualified.

The Package:

The estimated salary for this position is around $90,000 - $110,000 per annum, depending on experience. We also offer benefits such as hybrid work arrangements, opportunities for professional development, and a vibrant and inclusive culture where you can work with talented colleagues to create new solutions.