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Commercial Lines Portfolio Manager

2 weeks ago


Melbourne, Victoria, Australia beBeeSenior Full time $65,000 - $80,000

We are seeking a Senior Account Manager to join our team in Victoria. This role requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high-paced environment.

Key Responsibilities:
  • Maintain maximum retention of existing book by providing exceptional client service.
  • Organize and attend internal renewal strategy meetings.
  • Attend external client meetings as required.
  • Respond promptly to client emails and telephone calls.

This position involves collaborating with account producers/marketers regarding client needs and recommending solutions. It also includes handling complete brokering process on small to mid-size policies within the book, reviewing leases and contract documents, and providing coverage advice to clients.

The ideal candidate will have a Level 2 Insurance License, a minimum of 3-5 years Commercial Lines experience, and excellent verbal and written communication skills. They should be highly organized, able to multitask, and thrive in a team environment.

We offer a competitive salary, benefits program, professional development training/courses, a great collaborative work environment, and a positive and supportive setting that encourages health and wellness.