Insurance Portfolio Manager

5 days ago


Melbourne, Victoria, Australia Hooker & Heijden Full time
Job Title: Account Manager

Hooker & Heijden is seeking an experienced Account Manager to join our team. As a key member of our brokerage services team, you will be responsible for managing and maintaining a portfolio of SME and Mid-Market Risks.

Key Responsibilities:
  • Manage and maintain an existing portfolio of SME and Mid-Market Risks
  • Manage a portfolio of $300k and 40 clients
  • Introduce new business and participate in marketing campaigns for new and existing clients
  • Drive revenue growth in the commercial portfolio through achieving individual and team financial objectives and targets including retention and growth targets
  • Plan and develop client retention strategies
Requirements:
  • 5+ years of insurance related experience with a proven track record of success in corporate insurance
  • Product experience including ISR, Crisis Management and Corporate Travel
  • Willingness to undertake a 360 broking role including managing client visits and all processing and documentation associated with the portfolio
  • Networking and relationship building skills
  • Proven experience in developing new business ideal
  • Excellent communication and negotiation skills
  • Ability to interact with Managing Directors, Insurance Manager, CFO's and CEO's of large enterprises
  • Ability to work in a team environment
  • Tier 1 broking essential
  • Competent in IT and office procedures

If you are a passionate and motivated self-starter with a 'can do' attitude, this could be the position for you. Please apply now for the opportunity for career development and advancement.



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