Senior Portfolio Manager

3 days ago


City of Moonee Valley, Australia beBeeClient Full time $90,000 - $120,000
Job Title

About your new role at a dynamic organization where you will manage a portfolio of SME clients across various industries.

Your Key Responsibilities
  • Service, sales, and client administration, building strong relationships with clients and internal/external stakeholders.
  • Proactive engagement with clients regarding their risks and insurance policies is essential, as is responding to day-to-day queries, including claims management, renewals, endorsements, certificates, and invoicing.
Key Skills and Experience
  1. Similar experience in the insurance or financial services industry (highly regarded)
  2. Excellent communication skills
  3. Able to grow an existing client portfolio
  4. Meticulous attention to detail
  5. Ambitious and proactive individual who thrives in a learning environment
  6. Tier 1 Qualification (Insurance Broking)
  7. Basic insurance technical skills (highly regarded)


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