Managing Client Portfolios

4 days ago

Sydney, New South Wales, Australia beBeeAccounting Full time $65,000 - $75,000
Account Executive Assistant Role

As an Account Executive Assistant, you will play a vital role in the management of client portfolios. This involves providing exceptional support to senior team members and assisting in the development of strong relationships with key stakeholders.

  • Support senior team members in managing client portfolios.
  • Develop and maintain effective working relationships with clients and internal stakeholders.
  • Provide accurate and comprehensive insurance knowledge to clients, ensuring their needs are met at all times.
  • Stay up-to-date with industry trends and market developments, making informed recommendations to clients when necessary.

Key Skills:

  • Insurance broking experience and knowledge.
  • Excellent communication and interpersonal skills.
  • Able to work effectively in a team environment and prioritize tasks to meet deadlines.
  • Strong analytical and problem-solving skills, with the ability to think critically.
  • Proficient in using relevant software and systems to manage client data and track progress.

What We Offer:

  • A dynamic and supportive work environment that fosters growth and development.
  • The opportunity to work with a diverse range of clients and develop your expertise in insurance broking.
  • Ongoing training and professional development opportunities to enhance your skills and knowledge.
  • A competitive salary and benefits package.

At our company, we pride ourselves on delivering exceptional results for our clients. If you have a passion for insurance and a desire to make a real difference, we would love to hear from you.

  • Client Portfolio Manager

    4 days ago

    Sydney, New South Wales, Australia beBeePropertyRelationship Full time $160,000 - $200,000

    We are seeking an experienced Property Relationship Executive to join our team.This is a key role that involves managing a portfolio of high value property clients with complex banking needs.You will be responsible for understanding the specific needs and aims of our clients and using your relationships to help them realise new opportunities.Your primary...

  • Client Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeClientPortfolioManager Full time $100,000 - $140,000

    Client Portfolio ManagerWe are seeking a highly skilled and experienced Client Portfolio Manager to join our team. As a key member of our Hospitality team, you will be responsible for managing a portfolio of hospitality clients and delivering exceptional customer service.Key Responsibilities:Manage a portfolio of hospitality clients and develop strategies to...

  • Client Portfolio Manager

    4 days ago

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

    Client Portfolio ManagerWe are seeking an experienced Client Portfolio Manager to join our dynamic and modern accounting firm in Sydney.This is an exciting opportunity for a motivated individual with a positive attitude, professional demeanour and excellent customer service skills to manage a portfolio of clients from SMEs to large multi-entity clients.The...

  • Client Portfolio Manager

    4 days ago

    Sydney, New South Wales, Australia beBeeClient Full time $80,000 - $120,000

    Job Title: Client Portfolio Manager">We are seeking an experienced professional to manage a portfolio of clients with the support of a broker assistant. The ideal candidate will be responsible for building strong relationships with clients, identifying growth opportunities, and contributing to new business activities.">Main Responsibilities:">">Liaise with...

  • Client Portfolio Manager

    4 days ago

    Sydney, New South Wales, Australia beBeeDevelopment Full time $150,000 - $200,000

    **Job Title:** Client Portfolio ManagerAs a seasoned professional, you will play a key role in managing and maintaining a senior portfolio of key Institutional Corporate clients. You will partner with and manage a diverse portfolio of corporate clients operating across various industries, driving revenue growth through cross sell and maximising deposits...

  • Client Portfolio Manager

    14 hours ago

    Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $115,000

    Client Portfolio ManagerThis is an exciting opportunity to develop your career in a client-facing role at a global organization.As a Client Portfolio Manager, you will be responsible for managing a portfolio of customer accounts, building strong business relationships, and driving sales growth. You will work independently, utilizing Salesforce to track...

  • Client Portfolio Manager

    4 days ago

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

    Job Summary:We are seeking an experienced Client Service Officer to join our team.About the RoleManage and nurture a portfolio of approximately 40 clients, ensuring high levels of satisfaction and engagement.Respond to client enquiries related to services, financial products, fees, and conditions.Process a wide range of payments including domestic,...

  • Client Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeClientManager Full time $80,000 - $90,000

    Key Role SummaryThis role is responsible for managing a portfolio of clients to ensure their insurance and risk management needs are fully met.Responsibilities:Portfolio Management: Ensure clients' insurance and risk management needs are fully met through effective portfolio management strategies.Business Development – Identify and develop new business...

  • Client Portfolio Manager

    4 days ago

    Sydney, New South Wales, Australia beBeeStrategist Full time $90,000 - $110,000

    Media Strategist Role OverviewThis role offers a unique opportunity to develop and implement media strategies across multiple clients.Key Responsibilities:Design and execute comprehensive media plans that meet client objectives.Collaborate with directors to ensure clients' business goals are met, including the creation of training materials or regular...

  • Client Portfolio Manager

    7 days ago

    Sydney, New South Wales, Australia beBeeBusiness Full time $96,336 - $124,956

    Job Title:Account Growth Strategist">Job Description:This role involves building and maintaining relationships with key stakeholders to drive business growth.You will be responsible for developing and executing account plans to increase revenue and expand client portfolios.Key Responsibilities:Portfolio Management & Retention: Proactively manage the health...