Current jobs related to Distinguished Client Portfolio Manager - Melbourne, Victoria - beBeeInsurance


  • Melbourne, Victoria, Australia beBeePortfolio Full time $85,000 - $100,000

    Our Client Portfolio Management Expertise">We're seeking a client services professional with experience in residential property management. This role is perfect for an individual who thrives on delivering exceptional service to clients and driving portfolio growth.">Key Responsibilities:">You will manage existing portfolios of real estate agency clients,...


  • Melbourne, Victoria, Australia beBeeRelationship Full time $80,000 - $120,000

    About the RoleAs a key member of our team, you will have the opportunity to develop and maintain valuable relationships with our clients.The successful candidate will possess a high level of autonomy in managing their portfolio and will be responsible for analysing client reports and providing solutions and cost-saving initiatives.You will act as the primary...


  • Melbourne, Victoria, Australia beBeeClient Full time $120,000 - $140,000

    Our organization seeks an experienced Client Lead to manage a portfolio of national and global clients.This role offers flexibility to work both virtually and in our offices across the country.We are dedicated to shaping decisions that benefit people around the world.To succeed, you will have experience in trade credit either from underwriting or...


  • Melbourne, Victoria, Australia Janus Henderson Full time

    Why work for us?A career at Janus Henderson is more than a job, it's about investing in a brighter future together.Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business,...


  • Melbourne, Victoria, Australia beBeeInsurance Full time $120,000

    Job OverviewWe are seeking an Insurance Broker to manage a portfolio of existing clients. This is an internal role requiring all aspects of client service, including process documentation, quotations, renewals etc.Key Responsibilities:Maintenance of a portfolio of risksProcessing quotations, endorsements, renewals and cancellationsProactively acting upon new...


  • Melbourne, Victoria, Australia beBeeCloud Full time $100,000 - $150,000

    **Job Opportunity:**As a seasoned account professional, you will be responsible for managing and growing key client relationships. This is a unique opportunity to leverage your skills in cloud infrastructure and customer service to drive business growth.The ideal candidate will have experience in managing client portfolios, identifying opportunities for...


  • Melbourne, Victoria, Australia beBeeAccount Full time $105,500 - $145,150

    Job DescriptionWe are seeking an experienced client manager to join our team in delivering exceptional service and measurable outcomes. The role involves managing a portfolio of mid and enterprise-level clients, driving retention, growth, and satisfaction while aligning with our strategy and standards.Manage a defined portfolio of mid and enterprise accounts...


  • Melbourne, Victoria, Australia beBeeBrokerage Full time $70,000 - $80,000

    Insurance Brokerage Executive RoleWe are seeking a highly skilled Insurance Brokerage Executive to join our team. As an Insurance Brokerage Executive, you will be responsible for managing a portfolio of clients, assisting with new quotes, renewals, endorsements, and general enquiries.About the Job:This is an exciting opportunity to work in one of Melbourne's...


  • Melbourne, Victoria, Australia beBeeCustomer Full time $65,000 - $70,000

    About the CompanyOur Client OpportunityThis is a fast-paced, dynamic role where you'll manage a portfolio of clients, working with internal and external stakeholders to ensure smooth operations and resolve any issues promptly.Key Responsibilities:Manage customer enquiries and bookings across phone, email, and system channels.Liaise with stakeholders to...


  • Melbourne, Victoria, Australia beBeeClient Full time $80,000 - $150,000

    Job Overview">This position involves managing daily relationships with a portfolio of high-value clients, ensuring high-quality services are delivered within acceptable profitability margins.">Key Responsibilities">">Project manage small to medium projects.">Manage incidents and identify revenue opportunities.">">Requirements">Strong project management...

Distinguished Client Portfolio Manager

3 weeks ago


Melbourne, Victoria, Australia beBeeInsurance Full time $80,000 - $150,000
Job Opportunity

We are seeking an experienced insurance professional to manage a diverse client portfolio and deliver exceptional client outcomes.

About the Role

This is an excellent opportunity for an experienced broker looking to take the next step in their career and contribute to team success. You will enjoy a positive, high-performing team culture and access to the resources needed to thrive.

Key Responsibilities
  • Manage multiple client relationships and deliver tailored coverage solutions.
  • Mentor junior brokers and support the ongoing development of the broking team.
  • Collaborate with internal stakeholders and insurers to drive business growth and achieve team goals.
Requirements
  • Well-rounded and experienced insurance broker with a strong foundation in broking and client management.
  • Confident in delivering complex solutions and building long-term client relationships.
  • Able to solve problems and deliver positive outcomes for clients.
  • Strong work ethic, team-oriented mindset, and natural leadership abilities.
  • Excellent written and verbal communication skills.
What We Offer
  • Positive, high-performing team culture.
  • Access to resources and training opportunities.
  • Chance to make a real impact in a leadership capacity.