Accounting Portfolio Manager
4 days ago
Kennedy Reid is seeking an experienced Accounting Portfolio Manager to manage and grow a portfolio of Commercial and SME accounts.
This role allows you to reach your potential and further develop your career within the industry, with opportunities for professional growth and development.
Key Responsibilities:
- Develop and maintain strong relationships with clients, based on demonstrated ability to manage accounts both smoothly and professionally
- Maintain accurate and up-to-date knowledge of client portfolios, including risk management and insurance products
- Implement renewal and broking strategies, collaborating with other team members and claims staff to ensure client's interests are protected
- Proactively manage and resolve client issues, including answering and responding to daily client enquiries
- Gather client information to support renewal documentation, including the production of relevant reports in accordance with Branch standards
Requirements:
- Tier 1 qualified with the confidence to service and manage your own book autonomously
- Minimum 4 years experience in a broking role with demonstrated success managing and growing a portfolio of clients
- Be able to work with minimal supervision with a great level of accuracy and attention to details
- Strong communication and interpersonal skills
- Professional, confident and presentable
Benefits:
- $120,000 - $180,000 salary negotiable depending on experience
- Hybrid work from home / office arrangement
- Ongoing training and development opportunities
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