Portfolio Management Specialist

2 days ago


Australia beBeeRiskManagement Full time $80,000 - $120,000

Insurance Portfolio Manager

">About the Role", "

We are seeking an experienced professional to manage and develop a portfolio of top-tier clients in collaboration with senior account managers.

", "
  • Client relationship management, focusing on retention and growth.
  • Support pre-renewal, renewal, and post-renewal activities, including quotations and certificate creation.
  • Identify new business opportunities through proactive relationship building and networking.
  • Manage complex renewals, ensuring timely completion and addressing evolving client needs.
", "

You will work closely with our claims manager to ensure equitable claims settlements and develop key stakeholder relationships with senior brokers and underwriters.

", "About You", "

To succeed, you must have:

", "
  • A minimum of 5 years' experience as an insurance broker.
  • A results-oriented mindset with a strong drive for new business opportunities and consistent delivery.
  • Excellent client management skills, including communication, problem-solving, and negotiation.
  • Understanding of business risks in property, construction, mining, manufacturing, and engineering industries.
", "

You should possess a tier 1 or diploma-level qualification in insurance broking and sound knowledge of Microsoft Office programs, including Excel and Word.

", "What We Offer", "

A dynamic workplace with opportunities for career progression and development. Enjoy a competitive salary package plus bonuses and benefits in a modern office setting.


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