Insurance Portfolio Manager

2 days ago

Sydney, New South Wales, Australia beBeeClientRelationship Full time $100,000

Highly skilled professionals are sought after to excel in Client Relationship Management. The ideal candidate will have a proven track record of managing and growing Insurance accounts with expertise in the industry and its trends.

Job Overview

The primary role is to build and maintain strong relationships with clients, identify new business opportunities, and drive growth through strategic initiatives. This position requires a high level of business acumen, leadership skills, and the ability to navigate complex organizational structures.

Main Responsibilities:
  • Manage and retain Insurance accounts/portfolio and drive growth.
  • Serve as primary management contact and client liaison, develop 'Trusted Advisor' relationships with CxOs and other key stakeholders.
  • Manage client expectations, provide updates to senior management, and participate in steering review meetings.
  • Identify strategic initiatives that help clients achieve their goals and drive transformational programs.
  • Provide thought leadership/innovation in managing strategic customers.
  • Strategize and create a blueprint for increased mindshare and wallet share in respective market segment/portfolio.
  • Drive growth and customer satisfaction in the accounts/portfolio.
  • Drive account mining/penetration strategies and actively manage pipeline for growth and development of the account/portfolio.
  • Negotiate commercial terms of engagement.
  • Responsible for managing the P&L of portfolio, business planning/budgeting.
  • Work with delivery team and third-party vendors to ensure project risks are minimized, and project goals are met.

Key performance indicators include margin, revenue, client satisfaction, and employee retention. The CRM role-specific measures are renewal win rates and client experience.

Essential Skills and Qualifications:
  • 12+ years of experience in account management, insurance domain, Superannuation domain, business development activities in IT service industry with proven track record in managing global and local insurance clients.
  • Seasoned business development professional with excellent track record in managing, retaining and developing businesses.
  • Strong knowledge of technology and business segments within the financial services sector.
  • Strong connects to senior business and technology leadership in the Insurance accounts.
  • Thorough domain knowledge with awareness/expertise in latest digital innovations in the insurance industry.
  • Knowledge of leading Insurance IT Products in the market and ability to build partnership ecosystem with vendors and Insurtech will be an added advantage.
  • Experience working on onsite/offshore model.
  • Experience in large IT project implementations with good awareness of tools and technologies used in large scale business.
  • Practitioner mindset towards engaging senior level executives in transformation solutions.
  • Strategic thinking, confident and ability to plan ahead and stay the course.
  • Proven track record of improving business performance and winning deals.
  • Must be able to navigate large organization, work in multi-dimensional matrix and have power of persuasion through content and confidence.
  • Ability to work with multi-cultural and geographically distributed teams. Should be a team person and able to lead different teams to a common goal.
  • Strong negotiation, communication and facilitation skills.

  • Insurance Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000

    Insurance Portfolio Manager We are seeking a highly skilled Insurance Portfolio Manager to join our team. As an Insurance Portfolio Manager, you will be responsible for supporting the management of an insurance portfolio that includes renewals and home warranty clients. Support the management of an insurance portfolio that includes renewals and home...

  • Insurance Portfolio Manager

    6 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $80,000

    Job Title: Client ManagerThe role of a Client Manager involves managing a portfolio of clients and ensuring their insurance and risk management needs are met. This includes delivering exceptional customer service, identifying business opportunities, building relationships with key stakeholders, and providing personalized advice to clients on all matters...

  • Insurance Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeInsurance Full time $74,696 - $86,917

    Relevant to managing complex insurance portfolios and enterprise risk, this role will provide strong support to our Audit, Safety and Risk team.About the OpportunityThis permanent position offers a unique blend of responsibilities, combining insurance portfolio management with the development and implementation of an integrated Enterprise Risk Management...

  • Insurance Portfolio Manager

    4 days ago

    Sydney, New South Wales, Australia beBeeRisk Full time $90,000 - $125,000

    Insurance Specialist Job DescriptionThe Insurance Specialist plays a pivotal role in managing all insurance matters across the organisation, ensuring optimal coverage and minimising risk. The ideal candidate will oversee the entire insurance portfolio, guaranteeing that coverage aligns with business requirements and operational needs.

  • Insurance Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeInsurance Full time $100,000 - $120,000

    Job Opportunity: Insurance Broker ManagerThis is an excellent opportunity for an experienced insurance professional to join a dynamic team as an Insurance Broker Manager.The successful candidate will have a strong understanding of the insurance industry and be able to manage a portfolio of clients to ensure their insurance and risk management needs are fully...

  • Insurance Portfolio Manager

    3 days ago

    Sydney, New South Wales, Australia beBeeBusiness Full time $120,000 - $180,000

    About the RoleWe are seeking an experienced insurance professional to manage and grow a portfolio of corporate general insurance clients. Your ResponsibilitiesGather underwriting information, assess risk profiles, and anticipate client insurance needsLead client meetings for renewals and new business, delivering tailored insurance solutionsBuild strong,...

  • Insurance Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeRisk Full time $120,000 - $140,000

    About the RoleThis position plays a crucial part in overseeing all insurance matters. It includes ensuring appropriate coverage, managing insurance policies, and optimising costs while effectively mitigating risk.Manage the insurance portfolio, ensuring coverage aligns with business needs and obligations.Coordinate insurance for construction projects,...

  • Senior Insurance Portfolio Manager

    3 days ago

    Sydney, New South Wales, Australia beBeeInsurance Full time $130,000 - $140,000

    Insurance Professional OpportunityWe are seeking an experienced Account Manager to join our team and take ownership of a diverse portfolio of Small to Medium-sized Enterprises (SMEs) across various industries.In this role, you will be responsible for building strong relationships with clients, managing renewal contracts, driving new business opportunities,...

  • Insurance Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeCustomerFacing Full time $77,300 - $104,249

    Business Development OpportunityThis exciting role at Aon involves the management of insurance portfolios, including renewals and home warranty clients. The varied position requires daily client-facing interactions and opportunities to deliver solutions using our extensive network.Daily phone and email interaction with existing clients regarding ongoing...

  • Insurance Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeClaims Full time $75,000 - $105,000

    Claims Management RoleThis is a challenging opportunity to work as a Claims Executive at Marsh McLennan. The role is based in Sydney and requires a hybrid approach, with at least three days of in-office work per week.Key ResponsibilitiesThe successful candidate will proactively manage a diverse portfolio of strata and homeowner claims, with exposure to other...