Insurance Portfolio Manager

2 weeks ago


Eastern Suburbs, Australia Fuse Recruitment Full time

About your new role

We're currently partnering with a highly established industry leader to strengthen their team by onboard an experienced Account Executive/Manager.

What's in it for you?

  • Attractive salary and bonuses to attract the very best
  • Work hard, play hard approach with exceptional company culture
  • Opportunities to cement yourself in a company that genuinely looks after their team members
  • Hybrid work available
  • Employee benefits
  • Work for a company with exceptional longevity
  • Regular appraisals

Duties and responsibilities include

  • Autonomously manage your own book of loyal clients
  • Manage the compliance and operational requirements for the portfolio
  • Regularly liaise with Underwriters, colleagues to ensure exceptional customer service is maintained at all times
  • Ensure processes including renewals, debtors, complaint register, breach register and win loss data are completed accurately and on time
  • Secure new business and ensure retention of current clients

What you'll need to succeed

  • Experience autonomously managing your own portfolio - SME, Mid Market OR Corporate
  • Tier 1 Broking qualification
  • Experience with Broking and Steadfast software
  • Exceptional client relationship building skills
  • Be self-motivated, with solid methodology and attention to detail


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