Insurance Portfolio Manager

4 weeks ago


Adelaide, South Australia Aon Full time
Key Responsibilities:
  • Manage and grow a defined portfolio of existing clients
  • Service and support clients with execution of new business strategies
  • Be a key part of business growth projects and implementation

We are seeking a Client Executive to join our high-performing team, which specializes in delivering best-in-class risk management solutions.

The ideal candidate will have the ability to build strong client relationships, outstanding communication skills, and experience in a similar role or within the insurance/financial services industry.

As a Client Executive, you will be responsible for servicing and growing a defined portfolio of existing clients, supporting with execution of new business strategies, and being a key part of business growth projects and implementation.

We offer a comprehensive benefits package, a diverse workforce, and an agile, inclusive environment that allows you to manage your wellbeing and work/life balance.

Our team is passionate about helping our colleagues and clients succeed, and we are united through trust as one inclusive, diverse team.

What the day will look like:

  • End-to-end account management of an existing portfolio of Commercial clients
  • Servicing, sales, and client administration responsibilities for your portfolio
  • Build strong relationships with clients as well as internal and external stakeholders
  • Proactively engage with clients around their risks and insurance policies
  • Respond to day-to-day queries from clients, including management of claims
  • Process renewals, endorsements, Certificates of Currencies, invoicing

Skills and experience that will lead to success:

  • The ability to build strong client relationships
  • Outstanding communication skills
  • Experience in a similar role or within the insurance/financial services industry
  • Comfortable growing an existing Client portfolio
  • Attention to detail
  • Thrives in a learning & growth environment
  • Tier 1 Qualification (Insurance Broking)
  • Basic insurance technical skills


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