Insurance Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia Weatherbys Banking Group Full time

Role Overview

We are seeking an experienced Insurance Portfolio Manager to join our Private Client Team in Penrith. As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients and estate owners in the local area.

Key Responsibilities

  • Provide exceptional insurance and service to clients and liaise with insurers.
  • Identify, seek out, and close new business in accordance with our ideal client profile.
  • Process risks on our systems, prepare and check policy documentation, and invite renewals.
  • Produce invoices and assist with the collection of premiums.
  • Liaise with insurers, surveyors, loss adjustors, and other relevant parties on all issues.
  • Assist other team members in resolving client queries.
  • Act at all times in a compliant manner and in accordance with our procedures.
  • Cooperate with our team and staff in all offices in a friendly, positive, and cooperative manner.

Requirements

  • A wealth of insurance sector knowledge and experience managing your own portfolio of clients.
  • Exposure to high-net-worth clients and Farm and Estate insurance.
  • An excellent understanding of the broker environment and broker relationships.
  • An ability to gain maximum benefit from good negotiation skills and work accurately and consistently.
  • Excellent communication skills.
  • An ability to work to tight deadlines.
  • Awareness and understanding of compliance rules and knowledge of FCA regulation and how to comply with it.

About Us

Weatherbys Hamilton is one of the UK's leading brokers specialising in the needs of private clients. We bring the highest standards of personal service to everything we do.

What We Offer

  • A competitive salary based on your skills and experience.
  • 25 days' annual leave, increasing by 1 day for each full year served (to a maximum of 28 days).
  • Enhanced maternity and paternity leave.
  • Income protection.
  • Life assurance.
  • Pension.

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