Portfolio Specialist

5 days ago

Sydney, New South Wales, Australia beBeeInsurer Full time $100,000 - $140,000
Insurance Portfolio Specialist

We are seeking a motivated and proactive Insurance Portfolio Specialist to manage and grow a diverse portfolio of SME and commercial clients.

  • Manage a portfolio of clients across multiple lines, providing tailored general insurance advice and delivering exceptional customer experiences.
  • Prepare and process quotes, renewals, endorsements, and claims efficiently and effectively.
  • Liaise with underwriters to deliver the best outcomes for clients and build strong relationships.

To succeed in this role, you will require 5+ years' experience in general insurance broking, strong product knowledge, excellent attention to detail, and a client-first mindset.

This is an opportunity to join a close-knit team that thrives on delivering tailored insurance solutions and drive your own success with flexibility and autonomy.

You will have access to industry-leading systems and support as an Authorised Representative of a national network, allowing you to shape your career and grow your portfolio.

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