Insurance Portfolio Manager

2 weeks ago


Melbourne, Victoria, Australia Hooker & Heijden Full time

Established in the insurance industry, Hooker & Heijden has a proven track record of fostering successful relationships with leading brokerages. This has enabled us to present a wide range of career and employment opportunities to insurance professionals.

We are seeking an experienced Insurance Broker to manage a portfolio of existing clients. As a key member of our team, you will be responsible for all aspects of client service, including process documentation, quotations, renewals and claims management.

To be successful in this role, you will require:

  • 5+ years of experience in the insurance industry.
  • A strong understanding of business packs, liability and commercial motor classes.
  • Prior experience in undertaking all aspects of insurance broking, including responding to client requests, processing and documentation associated with the portfolio and claims management.
  • Excellent communication and negotiation skills.
  • The ability to take direction from senior staff and work collaboratively in a team environment.
  • Tier 1 broking certification is essential.
  • Proficiency in IT and office procedures, including Winbeat and Sunrise.

This role offers a competitive salary package and the opportunity for career development and advancement. Key responsibilities will include:

  • Maintenance of a portfolio of risks.
  • Processing quotations, endorsements, renewals and cancellations.
  • Identifying new business leads provided by the brokerage and proactively acting upon them.
  • Exploring opportunities for cross-selling and up-selling products to clients.
  • Working collaboratively with team members.

We are seeking a passionate and motivated individual with a 'can-do' attitude who is eager to take on new challenges. If you have a strong work ethic and a desire to advance your career, we encourage you to apply.



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