Insurance Portfolio Strategist

3 days ago


Sydney, New South Wales, Australia Zurich Insurance Company Full time

A bright future awaits in our Zurich team.

We're on a mission to illuminate the path forward, focusing on career growth, wellbeing, and community development for our customers, employees, and the planet.

As a Technical SME Portfolio Specialist, you'll join our SME General Insurance team, working across Property, Liability, Motor, Marine, and Accident & Health lines. Reporting to the Digital Portfolio Manager, your key responsibilities will include:

  • Determining Zurich's SME market position, including competitor propositions and pricing strategies.
  • Focusing on customer-centric solutions using appropriate metrics, such as marketing surveys and focus groups.
  • Identifying portfolio underwriting strategies to maximise growth opportunities in profitable segments and mitigate underperforming ones.
  • Collaborating with the Platforms team to design and implement business rules for efficiency and automation within the SME segment.
  • Working with line of business heads to develop and enhance SME products and propositions.
  • Developing and delivering training to drive technical underwriting excellence and capability uplift across the SME underwriting teams.
  • Managing review and updating of underwriting guidelines.

To succeed, you'll need:

  • A deep understanding of financial drivers influencing portfolio performance.
  • Strong technical experience in commercial underwriting.
  • Portfolio or product management expertise.
  • A track record of developing and executing underwriting results.
  • Familiarity with relevant LOB wordings and rating tools.
  • The ability to analyse data to develop ideas and test assumptions.

We offer a competitive salary, estimated at $85,000 - $110,000 annually, based on industry standards and location. We're an equal opportunity employer, committed to ensuring a fair and accessible recruitment process for all candidates. If you require special accommodations, please let us know at the time of application.



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