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Commercial Insurance Portfolio Manager

3 weeks ago

Chatswood, Australia beBeeAccountExecutive Full time $90,000 - $120,000
Job Description

The Senior Account Executive plays a pivotal role in managing client accounts, ensuring insurance policies align with clients' needs and driving business growth. Key responsibilities include policy management, client relationship development, compliance, and performing ad hoc duties to meet specific needs, demonstrating leadership, flexibility, and proactive problem-solving skills.

Key Responsibilities:
  1. Client Relationship Management: Develop and maintain relationships with key clients, ensuring satisfaction with coverage and service.
  2. Sales and Account Growth: Identify new business opportunities, cross-sell, and up-sell insurance products, managing a portfolio of clients.
  3. Risk Assessment: Assess client risk profiles and recommend suitable insurance coverage.
  4. Negotiation & Renewals: Negotiate with insurance carriers, ensure favorable rates, and oversee policy renewals.
  5. Claims Support: Assist clients with claims processes, ensuring smooth handling and fair settlements.
  6. Market Awareness: Stay updated on market trends, regulations, and new products to advise clients effectively.
  7. Team Collaboration: Coordinate with underwriters, claims adjusters, and other departments.
  8. Compliance & Documentation: Ensure all policies and client communications comply with regulations and policies.
Candidate Profile
  • A Degree in Business or related field.
  • Minimum of 5 years sales experience in general insurance.
  • Excellent verbal and written communication skills.