Insurance Portfolio Manager

1 week ago

Sydney, New South Wales, Australia Succession Partners Full time
Role Overview

We are seeking an experienced Insurance Portfolio Manager to join our team at Succession Partners in Sydney CBD.

About the Role

This is a hybrid role that involves managing a large portfolio of personal lines insurance clients while leading two brokers. As an Account Manager, you will be responsible for ensuring high retention levels and driving business growth through exceptional client service.

Salary and Benefits

The successful candidate can expect a competitive salary package, including a base salary of $120,000 - $180,000 per annum, plus superannuation and other benefits.

Key Responsibilities
  • Manage a large portfolio of personal lines insurance clients, with a focus on delivering exceptional client service and achieving high retention levels.
  • Lead two brokers, providing guidance, support, and mentoring to help them grow their skills and knowledge.
  • Develop and implement strategies to drive business growth and increase revenue.
  • Collaborate with internal stakeholders to ensure seamless service delivery and meet business objectives.
Requirements and Qualifications

To be successful in this role, you will need:

  • A minimum of 3-5 years' experience broking insurance for domestic lines clients.
  • Leadership or mentoring experience, as you will have two reports.
  • Your tier 1 or Diploma qualification in insurance.
  • A driven and client-focused mentality, with excellent written and verbal communication skills.
  • The ability to work to tight deadlines and prioritise tasks effectively.
  • Excellent time management skills, with a strong attention to detail.
What We Offer

We offer a range of benefits, including:

  • A competitive salary package, including a base salary of $120,000 - $180,000 per annum, plus superannuation and other benefits.
  • Investment in your career development, with opportunities for training and professional development.
  • A collaborative and supportive team environment, with a strong focus on work-life balance.
  • A fantastic culture and work environment, with regular social events and team-building activities.

  • Insurance Portfolio Growth Manager

    1 week ago

    Sydney, New South Wales, Australia Zurich Insurance Company Full time

    At Zurich Insurance Company, we're on a mission to create a brighter future for our customers, communities, and the planet. As a leading insurer, we're committed to driving positive impact through our values-led approach.We're currently seeking an experienced Insurance Portfolio Growth Manager to join our team in NSW/ACT. In this exciting role, you'll lead a...

  • Insurance Portfolio Strategist

    2 weeks ago

    Sydney, New South Wales, Australia Zurich Insurance Company Full time

    A bright future awaits in our Zurich team.We're on a mission to illuminate the path forward, focusing on career growth, wellbeing, and community development for our customers, employees, and the planet.As a Technical SME Portfolio Specialist, you'll join our SME General Insurance team, working across Property, Liability, Motor, Marine, and Accident & Health...

  • Senior Insurance Portfolio Strategist

    3 weeks ago

    Sydney, New South Wales, Australia Zurich Insurance Company Full time

    At Zurich, we are on a mission to shape the future of insurance. Our goal is to provide customers with tailored solutions that meet their unique needs.We are seeking a Senior Insurance Portfolio Strategist to join our team and help us achieve this vision.Your primary responsibility will be to identify opportunities to drive growth and improve performance...

  • Insurance Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Kennedy Reid Full time

    About Kennedy ReidKennedy Reid is a National brokerage with a team of authentic and smart individuals focused on providing exceptional value to clients and local communities. Meaningful and genuine relationships are at the heart of their business success.The Opportunity:We are seeking an Insurance Portfolio Manager to join the Sydney Team, which specialises...

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia Fuse Recruitment Full time

    Deliver Exceptional Risk Management ServicesFuse Recruitment, a leading recruitment agency for the insurance industry, is seeking an experienced Internal Account Manager to join their team. This role offers a unique opportunity to work with a supportive and experienced team of professionals who are committed to providing exceptional service to clients.The...

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia Kennedy Reid Full time

    At Kennedy Reid, we are seeking an experienced Insurance Portfolio Manager to join our Sydney team. This is a challenging and rewarding role that requires strong leadership skills and a passion for delivering exceptional client service.About the RoleThe successful candidate will be responsible for leading a diverse portfolio of clients across various...

  • Insurance Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Haylo People Full time

    Join a Dynamic NSW Brokerage as an Experienced Account ManagerHaylo People is a leading expert in Personal Injury and General Insurance recruitment. We are currently seeking an accomplished Account Manager or highly experienced Account Executive who is ready to take their career to the next level.Key Highlights:Take ownership of a substantial portfolio of...

  • Insurance Portfolio Manager

    3 weeks 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...

  • Claims Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Vero Insurance Full time

    About the Role:We are seeking an exceptional Claims Portfolio Manager to join our team at Vero Insurance. The successful candidate will be responsible for managing a portfolio of Personal Injury Claims and ensuring that injured workers receive their correct entitlements.Key Responsibilities:Accurately review and assess claims to ensure timely and correct...

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia ING Full time

    ING Australia is seeking a seasoned, customer-centric Insurance Portfolio Manager to join its Wealth Tribe within the Retail Bank. This role offers an exceptional opportunity for career advancement and professional growth.You will be responsible for leading the General Insurance product suite, working closely with external business partners and internal...

  • Insurance Portfolio Manager

    1 month ago

    Sydney, New South Wales, Australia Fuse Recruitment Full time

    About Your New Career PathAbout your new company Join a storied organisation with over 105 years of history as a seasoned Insurance Portfolio Manager specialising in the SME and Mid-Market sectors. In this pivotal role, you will work closely with clients to ensure their intricate policies are managed effectively and negotiations are handled with expertise....

  • Insurance Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia WTW Full time

    Job OverviewWe are seeking a skilled Insurance Portfolio Manager to join our team at WTW.

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia Willis Towers Watson Full time

    Willis Towers Watson is a leading global advisory, broking and solutions company that enables its clients to tackle risks and capitalise on opportunities.We are currently seeking an experienced Account Director to join our team. The successful candidate will have the opportunity to work with a diverse range of clients, managing their risk management and...

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia Kennedy Reid Full time

    About Kennedy ReidKennedy Reid is a reputable insurance company dedicated to providing exceptional service and support to our clients.Salary InformationWe offer a competitive salary ranging from $80,000 to $90,000, plus superannuation benefits based on experience. This remuneration package reflects the importance we place on rewarding our staff for their...

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia WTW Full time

    Job DescriptionThe Account Executive role at WTW is a vital position that requires a skilled professional to manage and grow a portfolio of clients.This involves identifying and meeting the risk management and insurance needs of our clients, as well as providing assistance to senior brokers when needed.Key ResponsibilitiesClient Servicing: Prepare client...

  • Insurance Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia Aon Full time

    About the RoleA challenging opportunity has arisen for an experienced Insurance Portfolio Manager to join our Global & Corporate team at Aon. This role is perfect for individuals who thrive in a fast-paced environment and are passionate about delivering exceptional client experiences.

  • Insurance Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Hooker & Heijden Full time

    Company OverviewWe are one of Australia's and the world's largest Insurance broking and risk management companies. Our organisation is socially responsible, ethical and collaborative, expressed through shared Values.Job DescriptionThis role involves managing your own significant portfolio of corporate clients, taking a proactive approach to all aspects of...

  • Senior Insurance Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Kennedy Reid Full time

    Kennedy Reid: Delivering Superior Service The Company Overview Our client, a leading insurance provider, is passionate about delivering exceptional service to their clients. With a strong focus on growth and development, they are seeking an experienced Senior Insurance Portfolio Manager to contribute to their team. Job Description: We are looking for...

  • Insurance Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Aon Full time

    Role OverviewAon seeks a skilled Professional to manage a diverse portfolio of Private Clients specializing in High Net Worth Personal Lines. The ideal candidate will have a strong understanding of insurance products and exceptional client relationship management capabilities.Key ResponsibilitiesLead a portfolio of Private Clients and enhance their...

  • Senior Insurance Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Kennedy Reid Full time

    Unlock Your Potential as a Senior Insurance Portfolio ManagerWe are seeking an experienced and results-driven Senior Insurance Portfolio Manager to join our team at Kennedy Reid. As a key member of our business, you will play a vital role in delivering exceptional service to our clients and driving growth through strategic portfolio management.About the...