Commercial Portfolio Specialist

6 days ago

Townsville, Queensland, Australia beBeeProfessional Full time $90,000 - $120,000

Seek a seasoned professional to drive commercial success in our Corporate and Commercial Team.

This role is ideal for an experienced insurance broker with 1-2 years of experience managing SME portfolios of business.

Key Responsibilities
  • Maintain key revenue-generating accounts while ensuring high-quality customer service.
  • Develop, pursue, and convert new business opportunities.
  • Grow commercial portfolios through new logos and organic expanded opportunities.
  • On-board new clients and deliver on value propositions.
  • Develop and maintain meaningful working relationships with insurers.
  • Plan and implement effective renewal and broking strategies.
  • Ensure effective account retention and defense strategies are in place for all clients.
  • Actively participate in claim-related matters.
Requirements
  • 1-2 years of broking experience.
  • Clear and effective communication skills.
  • Ability to work autonomously within a multi-skilled team.
  • Moderate knowledge of risks and insurance products for key industry sectors.
  • Motivation to self-start, enhanced by time management skills.
  • Capability to identify and address issues through innovative thinking.
  • Intermediate knowledge of Microsoft suite and demonstrated ability to learn systems quickly.
  • Tier 1 Insurance Broking Qualifications or higher.
What Makes You Stand Out
  • A strong new business network to generate opportunities.
  • Energy, enthusiasm, and a proactive attitude.
  • A high degree of commitment to client service.
  • Ability to develop and maintain strong relationships with clients.

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