Portfolio Specialist

2 days ago

Sydney, New South Wales, Australia Blake Oliver Consulting Full time

Hybrid working environment - 1 day in the office, 4 from home
- 12 RDOs a year
- Melbourne or Sydney based

Looking for a skilled Portfolio Specialist to join our team in the exciting world of financial lines insurance As a Portfolio Specialist, you will be responsible for managing and growing our financial lines insurance portfolio, which includes a range of products such as directors and officers liability, errors and omissions, and cyber liability insurance.

**Responsibilities**:

- Develop and implement portfolio strategies to drive growth and profitability
- Monitor portfolio performance and make necessary adjustments to ensure success
- Identify new business opportunities and develop relationships with clients and brokers
- Stay up-to-date on market trends and competitor activities
- Collaborate with underwriting and claims teams to provide excellent service to our clients

**Requirements**:

- Bachelor's degree in business, finance, or related field and/or ANZIIF qualifications
- 5+ years of experience in financial lines insurance or related field
- Strong analytical and strategic thinking skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proven track record of success in managing portfolios

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