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Insurance Portfolio Manager

1 month ago

Melbourne, Victoria, Australia AU008 Marsh Advantage Insurance Pty Ltd Full time

About AU008 Marsh Advantage Insurance Pty Ltd


We are a leading insurance broker with a strong presence in Melbourne.



Job Description

Role Summary: As an Account Executive, you will play a vital role in managing a fleet-centric portfolio of clients and ensuring their insurance needs are met effectively.



About the Role

  • This is a hybrid role requiring at least three days of office work per week.
  • You will oversee and maintain relationships with existing clients, ensuring high levels of service and satisfaction.
  • Assist the principal in strategic planning and execution of client-related activities, providing insights and support as needed.
  • Respond promptly to inquiries for new business, preparing proposals and presentations to secure new clients.
  • Assist in the renewal process and provide data governance, including administering compliance controls and training.
  • Conduct client file audits to meet both insurer and internal governance controls.
  • Monitor accounts receivable, ensuring timely collection of premiums and managing any outstanding debts.


Requirements

  • Tier 1 Insurance Broking Qualified or Diploma of Insurance Broking.
  • Minimum 2 – 3 Years Insurance Broking Experience.
  • Proficiency in Excel.


What We Offer

We offer a competitive salary and benefits package, including:



  • A highly competitive salary ranging from $80,000 to $110,000 per annum, depending on experience.
  • Professional development opportunities to enhance your skills and knowledge.
  • An inclusive culture that values teamwork, collaboration, and innovation.


Why Work With Us?

We foster a vibrant and supportive environment where you can grow your career and make a meaningful impact. Our team is passionate about delivering exceptional results and building lasting relationships with our clients.