Insurance Portfolio Manager

1 day ago


Victory Valley, Australia beBeeProfessional Full time $80,000 - $120,000
About this Role

This well-established insurance professional has grown to a team of 6 over the last few years, priding themselves on excellent client service and a great working environment with a focus on client retention.

Key Responsibilities
  • Manage a portfolio of SME clients across various industries
  • Servicing, sales, and client administration responsibilities for your portfolio
  • Build strong relationships with clients and internal/external stakeholders
  • Proactively engage with clients around their risks and insurance policies
  • Respond to day-to-day queries from clients, including claims management
  • Process renewals, endorsements, certificates, invoicing
Requirements
  • Experience in a similar role or within the insurance industry (highly regarded)
  • Excellent communication skills
  • Ability to grow an existing client portfolio
  • Attention to detail
  • Thrives in a learning and growth environment
  • Tier 1 Qualification (Insurance Broking)
  • Basic insurance technical skills (highly regarded)
Your Benefits
  • Work close to home with on-site parking
  • A supportive boss who wants the best for their staff
  • Regular team events outside of the office
  • Fantastic ongoing training with regular visits from underwriters
  • Join a collaborative team that work well together
  • Modern offices
What Sets Us Apart

We pride ourselves on being a dynamic and forward-thinking organization. Our team is dedicated to providing exceptional service to our clients and supporting each other in our roles.



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