Insurance Portfolio Manager

4 weeks ago


Adelaide, South Australia Aon Full time

We are seeking a skilled Insurance Portfolio Manager to join our National Team, specializing in delivering best-in-class risk management solutions for clients. As a key member of our team, you will be responsible for providing exceptional service to a diverse portfolio of national clients, working closely with your team members to implement strategies that focus on growth and retention.

The ideal candidate will have a strong background in insurance broking, with exceptional client relationship management capabilities, first-class communication and presentation skills, and a keen entrepreneurial spirit. You will be responsible for building relationships and enhancing the client experience, identifying development opportunities for designated portfolios, and designing appropriate servicing solutions.

In addition to your technical expertise, you will be a strong team player, able to contribute to the strategic direction of the National business and achieve renewal and new business budget. You will also have the opportunity to mentor and develop team members within the region.

Aon is a leading global professional services firm, shaping decisions for the better to protect and enrich the lives of people around the world. We are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

As a Client Relationship Manager at Aon, you will have the opportunity to work in a dynamic environment, with a focus on growth and development. You will be part of a high-performing team, with a strong culture of collaboration and innovation.

Key responsibilities will include:

  • Leading a diverse portfolio of clients across various industries
  • Building relationships and enhancing the client experience
  • Identifying development opportunities for designated portfolios and designing appropriate servicing solutions
  • Developing new and profitable business within the National segment
  • Contributing to the strategic direction of the National business
  • Achieving renewal and new business budget
  • Mentorship and development of team members within the region

Requirements include:

  • Demonstrated experience in insurance broking
  • 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 Commercial Insurance products
  • Ability to build leverage existing networks and develop new networks
  • Organisational skills to meet deadlines in a dynamic environment


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