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Insurance Portfolio Manager

1 month ago

Sydney, New South Wales, Australia WTW Full time

The Insurance Portfolio Manager will effectively contribute to the management and growth of a portfolio of clients within a dedicated team, ensuring that their risk management and insurance needs are identified and met. This role requires close collaboration with senior brokers to provide assistance as needed.

Key areas of accountability include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database management, and liaison with underwriters.

Job Responsibilities:
  • Prepare client documentation and invoices, such as renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes, ensuring 100% accuracy and obtaining approval prior to distribution.
  • Support senior brokers in managing larger clients' insurance, risk management, and programs.
  • Develop and maintain relationships with insurers, clients, and other key stakeholders, representing WTW in a professional manner.
  • Maintain comprehensive client data on WTW systems, facilities, and databases.
  • Compare renewal terms with the previous year and advise the broker of any changes.
  • Collaborate with the offshore Operations Support team to ensure the preparation and delivery of documentation.
  • Liaise with Operations to resolve any issues and provide suggestions for improvement.
  • Respond to client claims enquiries and provide advice on the claims process.
  • Contribute to achieving new business targets on an annual basis.
  • Ensure premium funding is offered to all clients and debtor collections are made in accordance with terms of trade.