Insurance Portfolio Manager

This is an excellent opportunity for an experienced insurance professional to join a dynamic team as an Insurance Broker Manager.

The successful candidate will have a strong understanding of the insurance industry and be able to manage a portfolio of clients to ensure their insurance and risk management needs are fully met.

We are looking for someone who can build strong relationships with key stakeholders, provide personalized advice to clients, and contribute to new business activities and identify and develop new business prospects by cross-marketing.

• Portfolio Management - Manage a portfolio of clients to ensure their insurance and risk management needs are fully met.
• Business Development – Contribute to new business activities and identify and develop new business prospects by cross-marketing.
• Relationship Building - Develop and maintain close working relationships with key stakeholders, specifically insurance markets and distribution partners.
• Client Advice – Provide personalized advice to clients in all matters affecting their insurance program needs, including explaining insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover.
• Claims - Ensure timely and, wherever possible, favourable settlement of claims by following up claims with internal Claims Department or Insurer Claims Officer.

To be successful in this role, you will need to:

• Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.
• Be able to manage multiple responsibilities simultaneously and adapt when necessary.
• Have excellent verbal and written communication, leadership, and interpersonal skills.
• Have a high level of attention to detail, quality standards and compliance.

Requirements:

• Diploma of Insurance broking or equivalent tertiary education preferred.
• Minimum of 10 years insurance broking experience within the financial services industry with local and international markets.
• Knowledge of insurance products, legislative obligations and claim processes.
• Proficient in Microsoft Office Suite.
• WinBEAT/OrganiseIT experience or other similar software experience is an asset.

Benefits:

• A strong focus on training and development opportunities at all levels and a 10 week mentoring program.
• Discounted corporate private health insurance and a free flu vaccination program.
• Salary Continuance insurance to protect you and your family in the event you suffer an illness or injury.
• Competitive remuneration packages along with reward & recognition schemes.
• Paid parental leave and volunteer leave.
• Opportunities to give back to the communities in which we work and live.
• Access to an employee assistance program for coaching and counselling.
• The opportunity to get involved or participate in initiatives organised by our Wellness, Diversity, Equity, & Inclusion, Ignite and CSR Associate Resource Groups.

The ideal candidate will possess extensive knowledge of the insurance industry, including insurance products, legislative obligations and claim processes.

They should have experience working in the financial services industry, with local and international markets, and be proficient in Microsoft Office Suite.

WinBEAT/OrganiseIT experience or other similar software experience is highly valued.

The candidate will need to demonstrate excellent verbal and written communication, leadership, and interpersonal skills.

They must be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.

They will need to be able to manage multiple responsibilities simultaneously and adapt when necessary.