Client Portfolio Manager

1 week ago

Adelaide, South Australia beBeeAccount Full time $80,000 - $120,000

About the Role

We're seeking a seasoned professional to manage a portfolio of valued clients and deliver tailored insurance solutions.

Key responsibilities will include developing relationships, understanding client needs, and preparing risk management solutions for presentation to new and existing clients.

A strong knowledge of relevant products is essential for this role. You'll also build strong relationships with underwriters and insurance partners to support the placement of risks.

About Our Clients

We focus on advisory and placement services in the Professional and Financial Risks, Corporate and Business Sectors, advising a broad range of clients ranging from single practitioners through to large organisations operating globally.

What We Offer

You'll enjoy working with us because we're committed to building a sustainable future and delivering exceptional service to our clients.

  • An opportunity to work with a reputable insurance broker
  • Genuine opportunities for career growth and development
  • A supportive manager and collaborative team environment
  • A commitment to building a sustainable future and delivering exceptional service

Requirements

We want someone who is:

  • A results-oriented professional with experience in account management
  • Passionate about developing relationships and delivering tailored insurance solutions
  • Able to communicate effectively both verbally and in writing
  • A team player with a strong interest in helping clients

Tier 1 certification and commercial product knowledge are highly desirable for this role.

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