Senior Insurance Portfolio Specialist

1 week ago

Sydney, New South Wales, Australia beBeeRiskManagement Full time $110,000 - $130,000
Insurance Professional Job Overview

We are seeking an experienced and skilled insurance professional to join our Sydney office as a Portfolio Manager in the REAC team.

Key Responsibilities:
  • Portfolio Management: Manage a portfolio of clients worth approximately $1m to ensure their insurance and risk management needs are met.
  • Business Development: Contribute to new business activities and identify new business prospects through cross-marketing.
  • Relationship Building: Develop and maintain close working relationships with key stakeholders, including insurance markets and distribution partners.
  • Client Advice: Provide personalized advice to clients on their insurance program needs, including policy conditions, risks covered, premium rates, and benefits.
  • Claims: Ensure timely and favorable settlement of claims by following up with internal Claims Department or Insurer Claims Officer.
Requirements:
  • You will need to be capable of following directions, working collaboratively with others, and managing your own workload.
  • You must be able to manage multiple responsibilities simultaneously and adapt when necessary.
  • You should have excellent verbal and written communication, leadership, and interpersonal skills.
  • You will need a high level of attention to detail, quality standards, and compliance.
Experience and Qualifications:
  • Diploma of Insurance Broking or equivalent tertiary education preferred.
  • Minimum 10 years' experience in insurance broking 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 similar software experience is an asset.
About Our Organisation:

Our organisation has grown to become one of the world's largest privately owned insurance brokers since its foundation. Certified as a Great Place to Work in Australia, our structure and unique culture empower Associates to make decisions and influence the business direction.

We employ some of the best and brightest minds in the risk and insurance industry, with a 98% client retention rate in Australia.

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