Insurance Portfolio Manager

1 week ago

Sydney, New South Wales, Australia beBeeRisk Full time $80,000 - $120,000
Key Responsibilities

A senior insurance professional plays a pivotal role in managing and maintaining a diverse portfolio of clients. This involves ensuring seamless interactions, providing solutions, and leveraging industry connections to deliver exceptional results.

This encompasses daily phone and email communication with existing clients regarding their ongoing insurance needs. Additionally, the role involves engaging new clients, assisting with home warranty and construction insurance requirements, and fostering strong relationships through effective listening and rapport-building skills.

The successful candidate will provide educational support on additional products and services, respond to customer queries, and manage multiple communications for complex client needs. Regular collaboration with colleagues is also essential for workload management and personal development.

  • Daily interaction with existing clients via phone and email regarding ongoing insurance needs.
  • New client engagement and assistance with home warranty and construction insurance requirements.
  • Building strong rapport with clients through effective listening and relationship-building skills.
  • Providing education on additional products and services.
  • Responding to customer queries and managing multiple communications for complex client needs.
  • Collaboration with colleagues for workload management and personal development.
Essential Qualifications
  • Tier 1 broking qualification.
  • Relationship building capabilities.
  • Proven experience servicing customers and clients.
  • Proficient with CRM and Microsoft Office suite.
  • Ability to multitask and handle complex tasks efficiently.
  • High level of accuracy and attention to detail.

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