Unlock Your Potential as a Portfolio Strategist

3 days ago

Sydney, New South Wales, Australia beBeeStrategist Full time $100,000 - $140,000
Portfolio Strategist

The role of Portfolio Strategist is a pivotal position, contributing to the company's mission of enhancing skills and building stronger customer relationships.

This specialist will guide performance and strategic direction of SME portfolio, a key part of Commercial Insurance offering. The team focuses on sustainable growth, broker enablement, and platform innovation, providing opportunities for data-driven insights and strategic execution.

Key Responsibilities
  • Analyse portfolio performance using internal and external data sources (Tableau dashboards, COGNOS and industry reports) to uncover actionable insights.
  • Develop and drive clear proposals for portfolio improvements, including tactical and strategic pricing changes.
  • Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.
  • Engage with external stakeholders such as distribution to enhance platform performance and broker connectivity.
  • Deliver and monitor initiatives that drive profitability, ensuring benefits are realised and sustained.
  • Create compelling data stories to communicate complex analytics to non-technical audiences.
  • Maintain awareness of claim trends and risk profiles to inform portfolio decisions.
  • Contribute to performance meetings with insights and updates on portfolio initiatives.
Requirements
  • Minimum 5+ years' experience in General Insurance, preferably with an actuarial and/or analytics background.
  • Bachelor's degree in Business, Commerce, Analytics, or Actuarial Science (desirable).
  • Strong analytical skills and ability to derive actionable insights from data.
  • Proficiency in Tableau, COGNOS, and other business intelligence tools.
  • Excellent communication and data storytelling capabilities.
  • Commercial acumen and stakeholder engagement skills.
  • Curiosity and a mindset for continuous improvement and innovation.
  • Familiarity with emerging AI technologies in insurance.
Benefits

The successful candidate will have the opportunity to work in a dynamic environment, driving business outcomes through strategic decision-making and collaboration.

With a strong focus on professional development, we offer a range of training programs and mentorship opportunities to support your career growth.

As a valued member of our team, you will have access to cutting-edge technology and resources, enabling you to deliver exceptional results and drive business success.

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