Insurance Portfolio Specialist

3 days ago


Sydney, New South Wales, Australia Aon Full time
Job Description

Aon is seeking a motivated Insurance Portfolio Specialist to join our Private Clients Team based in Sydney.

About the Role
  • Lead a diverse portfolio of Private Clients.
  • Manage key stakeholder relationships and enhance the client experience.
  • Identify development opportunities for your portfolio and design appropriate servicing solutions.
  • Develop new and profitable business within the Private Clients segment.
  • Contribute to the strategic direction of the Private Client business.
  • Achieve renewal and new business budget.

We are looking for someone with exceptional client relationship management capabilities, first-class communication and presentation skills, and a keen entrepreneurial spirit with demonstrated new business successes.

About You
  • Experience working with Private Clients specialising in High Net Worth Personal Lines.
  • Tier 1 Qualification.
  • Strong technical understanding of a broad range of insurance products.
  • Ability to build leverage existing networks and develop new networks.
  • Organisational skills to meet deadlines in a dynamic environment.
About Aon

Aon specialises in the delivery of best-in-class risk management solutions and has an extensive presence across Australia, with representation in each State capital and an extensive regional branch network.

We offer a comprehensive benefits package and encourage a diverse workforce. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon.



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