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Portfolio Transformation Expert

3 weeks ago

Brisbane, Queensland, Australia beBeePerformance Full time $120,000 - $180,000
Portfolio Performance Driver

This is an exceptional opportunity to drive strategic portfolio performance in a dynamic customer-centric environment.

By leveraging data storytelling and analytics, you will deliver impactful initiatives that contribute to a more resilient Australia.

The Portfolio Manager will guide the performance and strategic direction of our SME portfolio—a key part of our Commercial Insurance offering.

Key Responsibilities:
  • Analyse portfolio performance using internal and external data sources (Tableau dashboards, COGNOS) to uncover actionable insights.
  • Develop and drive clear proposals for portfolio improvements, including tactical and strategic pricing changes.
  • Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.
  • Engage with external stakeholders such as distribution to enhance platform performance and broker connectivity.
  • Deliver and monitor initiatives that drive profitability, ensuring benefits are realised and sustained.
  • Create compelling data stories to communicate complex analytics to non-technical audiences.
  • Maintain awareness of claim trends and risk profiles to inform portfolio decisions.
  • Contribute to performance meetings with insights and updates on portfolio initiatives.
Requirements:
  • Minimum 5+ years' experience in General Insurance, preferably with an actuarial and/or analytics background.
  • Bachelor's degree in Business, Commerce, Analytics, or Actuarial Science.
  • Strong analytical skills and ability to derive actionable insights from data.
  • Proficiency in Tableau, COGNOS, and other business intelligence tools.
  • Excellent communication and data storytelling capabilities.
  • Commercial acumen and stakeholder engagement skills.
  • Curiosity and a mindset for continuous improvement and innovation.
  • Familiarity with emerging AI technologies in insurance.
What You'll Get:

This role offers the opportunity to shape portfolio outcomes through data-driven insights and strategic execution, with clear pathways for career progression.

Our team is passionate about delivering sustainable growth, broker enablement, and platform innovation.

We're committed to fostering a collaborative environment where everyone can thrive.