Insurance Portfolio Manager

1 month ago


Sydney, New South Wales, Australia Aon Full time
Client Manager - Private Clients | Sydney

We are seeking a skilled Client Manager to join our Private Clients Team based in Sydney.

The Client Manager will be responsible for delivering exceptional service to a key portfolio of Private Clients specializing in High Net Worth Personal Insurances. Ideally, you will have experience in both Personal and Commercial Lines.

Aon specializes in delivering best-in-class risk management solutions and has a strong presence across Australia, with representation in each State capital and a regional branch network.

Aon: Shaping Decisions for the Better

At Aon, we empower our clients to make informed decisions that protect and enrich their lives. As a united and diverse team, we are passionate about helping our colleagues and clients succeed.

Your Day-to-Day Responsibilities
  • Lead a diverse portfolio of Private Clients.
  • Manage key stakeholder relationships and enhance the client experience.
  • Identify development opportunities for your portfolio and design appropriate servicing solutions.
  • Develop new and profitable business within the Private Clients segment.
  • Contribute to the strategic direction of the Private Client business.
  • Achieve renewal and new business budget.
What We're Looking For

This position will suit a candidate with the following experience:

  • Experience working with Private Clients specializing in High Net Worth Personal Lines.
  • Exceptional client relationship management capabilities.
  • First-class communication and presentation skills.
  • A keen entrepreneurial spirit with demonstrated new business successes.
  • Strong technical understanding of a broad range of insurance products.
  • Ability to build leverage existing networks and develop new networks.
  • Organisational skills to meet deadlines in a dynamic environment.
  • Tier 1 Qualification.
How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Our agile and inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. We also offer two 'Global Wellbeing Days' each year, encouraging you to take time to focus on yourself.

We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working



  • Sydney, New South Wales, Australia Kennedy Reid Full time

    About the RoleWe are seeking a highly skilled Account Manager to lead a diverse portfolio of clients across various industries, providing exceptional service and implementing strategies for retention.About our client, a National brokerage with a team of authentic and smart individuals focused on providing exceptional value to clients and local...


  • Sydney, New South Wales, Australia Aon Full time

    Aon is seeking a skilled Insurance Portfolio Manager to join our team. As a key member of our Global & Corporate business, you will be responsible for delivering exceptional insurance and risk management services to a diverse portfolio of clients.The ideal candidate will have extensive experience in the insurance market, with a proven track record of...


  • Sydney, New South Wales, Australia WTW Full time

    Insurance Portfolio ManagerThe Insurance Portfolio Manager will play a crucial role in managing and growing a portfolio of clients within a dedicated team at WTW. This involves effectively identifying and meeting the risk management and insurance needs of clients.The role will also provide support to senior brokers within the team as and when required. Key...


  • Sydney, New South Wales, Australia Aon Full time

    This is an exciting opportunity to work with Aon, a leading company in the insurance industry, as a Client Executive, North Asia Portfolio. The role involves managing key stakeholder relationships and enhancing the client experience, designing appropriate servicing solutions and insurance programs for their portfolio, and identifying revenue enhancement...


  • Sydney, New South Wales, Australia WTW Full time

    The Insurance Portfolio Manager will contribute to the management and growth of a portfolio of clients within a dedicated team at WTW, ensuring their risk management and insurance needs are identified and met.The role will also provide assistance to senior brokers within the team as and when required.Key ResponsibilitiesPrepare client documentation and...


  • Sydney, New South Wales, Australia Aon Full time

    Role OverviewWe are seeking a skilled Insurance Portfolio Manager to join our Private Clients Team in Sydney. The successful candidate will be responsible for delivering exceptional service to a key portfolio of Private Clients specialising in High Net Worth Personal Insurances.Key ResponsibilitiesLead a diverse portfolio of Private ClientsManage key...


  • Sydney, New South Wales, Australia Weatherbys Banking Group Full time

    Role OverviewWe are seeking an experienced Insurance Portfolio Manager to join our Private Client Team in Penrith. As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients and estate owners in the local area.Key ResponsibilitiesProvide exceptional insurance and service to clients and liaise with...


  • Sydney, New South Wales, Australia WTW Full time

    The Insurance Portfolio Manager will play a key role in the management and growth of a portfolio of clients, ensuring their risk management and insurance needs are identified and met.Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database...


  • Sydney, New South Wales, Australia WTW Full time

    The Insurance Portfolio Manager will play a key role in the management and growth of a portfolio of clients within a dedicated team at WTW. The successful candidate will be responsible for identifying and meeting the risk management and insurance needs of clients, ensuring that their requirements are met and exceeded.The role will also involve providing...


  • Sydney, New South Wales, Australia Aon Full time

    Role OverviewWe are seeking a skilled Insurance Portfolio Manager to join our Private Clients Team based in Sydney.The successful candidate will be responsible for service delivery for a key portfolio of Private Clients specialising in High Net Worth Personal Insurances.Aon specialises in the delivery of best-in-class risk management solutions and have an...


  • Sydney, New South Wales, Australia Aon Full time

    Aon is seeking a skilled Insurance Portfolio Manager to lead a diverse portfolio of Private Clients in Sydney. As a key member of our Private Clients Team, you will be responsible for service delivery and managing key stakeholder relationships.Key Responsibilities:Lead a diverse portfolio of Private Clients;Manage key stakeholder relationships and enhance...


  • Sydney, New South Wales, Australia Vero Insurance Full time

    About the RoleWe are seeking a highly skilled and experienced Claims Portfolio Manager to join our team at Vero Insurance. As a Claims Portfolio Manager, you will be responsible for managing a portfolio of Personal Injury Claims, where you will be dealing with the sensitivities surrounding complex injuries, sustained by workers.Key ResponsibilitiesManage a...


  • Sydney, New South Wales, Australia Fuse Recruitment Full time

    About Your New Career PathAbout your new company Join a storied organisation with over 105 years of history as a seasoned Insurance Portfolio Manager specialising in the SME and Mid-Market sectors. In this pivotal role, you will work closely with clients to ensure their intricate policies are managed effectively and negotiations are handled with expertise....


  • Sydney, New South Wales, Australia Aon Full time

    Client Manager, Global & CorporateJob SummaryWe are seeking a highly skilled Client Manager to join our Global & Corporate team. As a key member of our team, you will be responsible for managing key stakeholder relationships and enhancing the client experience.Key Responsibilities* Managing key stakeholder relationships and enhancing the client experience*...


  • Sydney, New South Wales, Australia Kennedy Reid Full time

    About Our ClientKennedy Reid is a national brokerage with a team of authentic and smart individuals focused on providing exceptional value to clients and local communities. Meaningful and genuine relationships are at the heart of their business success.The OpportunityWe are seeking an experienced professional to join our Sydney team, which specializes in...


  • Sydney, New South Wales, Australia Succession Partners Full time

    Insurance Commercial Portfolio ManagerWe are seeking an experienced Insurance Commercial Portfolio Manager to join our team. As a key member of our commercial insurance team, you will be responsible for managing a portfolio of commercial clients and delivering tailored insurance solutions to meet their specific needs.Key Responsibilities:Manage a portfolio...


  • Sydney, New South Wales, Australia Aon Full time

    Job SummaryWe are seeking a highly skilled and experienced Insurance Portfolio Manager to join our team at Aon. As a key member of our Global & Corporate business, you will be responsible for managing a portfolio of clients and delivering exceptional service to ensure their needs are met.Key ResponsibilitiesManage key stakeholder relationships and enhance...


  • Sydney, New South Wales, Australia Aon Full time

    Client Manager - Private Clients | SydneyWe are seeking a skilled Client Manager to join our Private Clients Team based in Sydney.The Client Manager will be responsible for delivering exceptional service to a key portfolio of Private Clients specializing in High Net Worth Personal Insurances. Ideally, you will have experience in both Personal and Commercial...


  • Sydney, New South Wales, Australia Aon Full time

    Role OverviewAon seeks a skilled Professional to manage a diverse portfolio of Private Clients specializing in High Net Worth Personal Lines. The ideal candidate will have a strong understanding of insurance products and exceptional client relationship management capabilities.Key ResponsibilitiesLead a portfolio of Private Clients and enhance their...


  • Sydney, New South Wales, Australia Kennedy Reid Full time

    About Our ClientKennedy Reid is a National brokerage with a team of authentic and smart individuals focused on providing exceptional value to clients and local communities. Meaningful and genuine relationships are at the heart of their business success.The OpportunityWe are seeking a Risk Management Specialist to join the Sydney Team, which specialises in...