Portfolio-advisor

6 days ago


Newcastle, Australia Suncorp Full time

**Responsibilities**:

- 12 month role
- Become part of Team Apia, with a strong collaborative and customer-focussed culture
- Apia Portfolio consists of broad range of consumer products covering Home, Motor and Speciality products
- Any location

As part of Apia's Portfolio Team, in the Portfolio Advisor role you will deliver Apia's strategic direction through championing the customer, designing and implementing customer initiatives, identify ways to grow our customer base and retain our best customers, and maintain our risk control environment.**Key Responsibilities include but not limited to**:

- End-to-end campaign management including campaign launch, monitoring, course-correction, risk management, and campaign finalisation
- Take action on delivering customer innovation through existing channels and processes in order to negotiate the best outcome and timeframe for Apia customers
- Work with key business partners and channels - including Digital and Direct Distribution - to take action on performance or customer-impacting issues
- Improve understanding of Apia portfolio and target customers across the business
- and commercial-lens on the outcome
- Ensure all customer-facing materials (even those managed by other teams) are compliant with our guidelines and clear for the customer (including PDS, website, marketing materials), identifying and addressing gaps in processes.

**Skills & Experience**:

- Experience in a detail-orientated, customer-centric role
- Excellent written/verbal communication to meet business objectives and customer expectations
- Strong level of ownership and ability to get things done
- Ability to negotiate and influence a broad set of stakeholders
- Ability to understand the broader context and strategic implications
- Strong working knowledge of the Apia portfolio brand and propositions.

What you will love about working with us:

- Better outcomes for customers takes innovation, care and a laser focus. As part of the Suncorp Group, we're the go-getters working at the heart of some of Australia and New Zealand's most trusted names in banking and insurance to deliver just that - and then some. Here, you'll be equipped with all kinds of support and opportunities to make an impact, because our commitment to brightening lives extends to all our incredible people too. And in an organisation that measures success through the results we deliver for our customers, communities and each other, you'll thrive knowing you're making a genuine difference along the way.- The health and safety of our people, customers and communities is our number one priority. This means that we require all of our new employees to be fully vaccinated against COVID-19. Please speak to us if you have any questions about this based on your individual circumstances.Benefits


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