Lead Financial Institutions and Professions Portfolio Manager

5 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $200,000
Job Title:

Lead Financial Institutions and Professions Portfolio Manager

Job Description

As a senior professional, you will be responsible for leading our financial institutions and professions portfolio in NSW. Your key objective will be to drive growth by ensuring consistent and high-quality performance in retention, acquisition, and service delivery.

You will work collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking services. This position will suit an experienced Financial Lines broker with exemplary leadership skills.

The successful candidate will oversee the FI&P portfolio and focus on achieving consistent acquisition, excellent retention and delivery across NSW. You will also be responsible for managing internal channel distribution relationships and driving strategic sales initiatives.

As a Client Director, you will proactively manage a portfolio of Financial Institutions/Professions clients, including the strategic management of client relationships at a senior level. You will deliver a client-centric, cross-solution line approach to servicing clients and monitor and interpret industry trends, competitor activity, and regulatory developments.

You will participate in key speaking opportunities at industry events to raise awareness of Aon's brand and capabilities in the Financial Institutions/Professions space. Additionally, you will maintain strategic relationships with insurance carrier partners in all key markets and negotiate appropriate risk transfer solutions based on individual client risk profiles.

This is a unique opportunity to shape decisions for the better and protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

Required Skills and Qualifications
  • Extensive experience within the Financial Lines Insurance market with a distinct focus on risk identification and risk transfer for Financial Institutions/Professions clients.
  • Strong technical understanding of a broad range of Financial Lines Insurance products and risk solutions, including Professional Indemnity (PI), Directors & Officers (D&O), and Crime insurance.
  • A high level of understanding of client profitability.
  • Excellent cross-selling abilities.
  • A keen entrepreneurial spirit and flair for business development.
  • Excellent oral and written communication skills.
  • Demonstrated success in managing team relationships and senior-level client relationships.
  • Qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance).
Benefits

In addition to our comprehensive benefits package, we encourage a diverse workforce. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two

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