Insurance Portfolio Manager Sydney

3 weeks ago

Sydney, New South Wales, Australia Haylo People Full time

Haylo People is a leading recruitment agency specializing in Personal Injury and General Insurance. We are currently seeking an experienced Account Manager or highly skilled Account Executive to join our NSW-based brokerage.

About the Role:

  • We are looking for a seasoned professional to manage a diverse portfolio of clients, ensuring their insurance needs are comprehensively met.
  • You will collect and evaluate underwriting information to understand clients' risk profiles and foresee their insurance needs.
  • The ideal candidate will take the lead in mentoring an account executive who will assist in managing the business portfolio.
  • Cultivate and maintain strong relationships with clients and underwriters to ensure mutual satisfaction and business growth.
  • Organize and lead renewal and new business meetings, addressing specific insurance requirements for each client.
  • Provide Risk Management advice and comprehensive insurance knowledge.
  • Deliver outstanding and efficient service to all clients.
  • Support and drive new business opportunities, develop client networks.
  • Stay informed on industry/market trends.

About You:

  • You have a minimum of 5 years' experience in managing client portfolios.
  • You hold a tier 1 insurance qualification.
  • You possess strong organizational and time management skills with the ability to prioritize and multi-task.
  • You have comprehensive knowledge of various commercial insurance lines.
  • You are a true team player who supports peers and enjoys helping others.
  • You excel in verbal and written communication skills.
  • You demonstrate a strong commitment to client service excellence.

What We Offer:

  • A competitive salary of up to $170,000 plus superannuation.
  • A well-defined career pathway with numerous advancement opportunities.
  • Locations in the Sydney CBD offering convenient accessibility.
  • A culture that values inclusivity, openness, and diversity.
  • Flexibility to work from home.

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