Insurance Portfolio Specialist

18 hours ago


Sydney, New South Wales, Australia Aon Full time
Job Description

We are seeking a motivated Insurance Portfolio Specialist to join our Private Clients Team based in Sydney.

The Insurance Portfolio Specialist is responsible for service delivery for a key portfolio of Private Clients specialising in High Net Worth Personal Insurances.

This role is instrumental to our long-term growth ambitions in this segment and requires both Personal & Commercial Lines experience.

About Aon

Aon specialises in the delivery of best-in-class risk management solutions and have an extensive presence across Australia, with representation in each State capital and an extensive regional branch network.

We shape 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.

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 Are Looking For

This position will suit a someone with the following experience:

  • Experience with working with Private Clients specialising within 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
About Our Benefits

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon.

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



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