Portfolio Mgmt Specialist

2 weeks ago

Sydney Inner Suburbs, Australia Suncorp Group Full time

**Sydney based full time role with flexible working options**:

- **Drive strategic portfolio performance in a dynamic, customer-centric environment**:

- **Leverage data storytelling and analytics to deliver impactful initiatives**

Suncorp Group firmly believes in contributing to a more resilient Australia. This means striving to enhance the skills of our people, building stronger relationships with customers, and leveraging the power of innovation and technology.

As the Portfolio Management Specialist, you’ll guide the performance and strategic direction of Vero’s SME portfolio—a key part of our Commercial Insurance offering. You’ll work within a collaborative team focused on sustainable growth, broker enablement, and platform innovation. This role offers the opportunity to shape portfolio outcomes through data-driven insights and strategic execution, with clear pathways for career progression.

**What you’ll do**
- Analyse portfolio performance using internal and external data sources (Tableau dashboards, COGNOS and industry reports) to uncover actionable insights.
- Develop and drive clear proposals for portfolio improvements, including tactical and strategic pricing changes.
- Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.
- Engage with external stakeholders such as distribution to enhance platform performance and broker connectivity.
- Deliver and monitor initiatives that drive profitability, ensuring benefits are realised and sustained.
- Create compelling data stories to communicate complex analytics to non-technical audiences.
- Maintain awareness of claim trends and risk profiles to inform portfolio decisions.
- Contribute to performance meetings with insights and updates on portfolio initiatives.

**What you’ll bring**
- Minimum 5+ years’ experience in General Insurance, preferably with an actuarial and/or analytics background.
- Bachelor’s degree in Business, Commerce, Analytics, or Actuarial Science (desirable).
- Strong analytical skills and ability to derive actionable insights from data
- Proficiency in Tableau, COGNOS, and other business intelligence tools
- Excellent communication and data storytelling capabilities
- Commercial acumen and stakeholder engagement skills
- Curiosity and a mindset for continuous improvement and innovation
- Familiarity with emerging AI technologies in insurance

**What You’ll Enjoy**
- A range of flexible working and leave options, including 20 weeks paid parental leave, 4 weeks paid secondary carer parental leave and unlimited paid emergency response leave
- Discounts and offers on a range of retail favourite stores as well as insurance products
- Give back to our communities with payroll giving, donation matching and paid volunteer leave
- Invest in your brighter future with ongoing study support and career development programs; and
- Prioritise your work/life balance with our robust employee assistance program and dedicated employee council

**Employee benefits | Suncorp Group**

**Advertised**: 20 Aug 2025 AUS Eastern Standard Time
**Applications close**: 03 Sep 2025 AUS Eastern Standard Time

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