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Portfolio manager

Sydney
beBeeInsurance
Posted: 6 October
Offer description

Job Opportunity: Insurance Portfolio Manager
We are seeking an experienced professional to manage and grow our clients' insurance portfolios.
This role will involve building strong relationships with clients, assessing their needs, and providing expert advice on insurance products and services.
The successful candidate will have a proven track record of successfully managing client portfolios and achieving sales targets.
They will also have excellent communication, negotiation, and interpersonal skills, as well as the ability to work independently and as part of a team in a fast-paced environment.
Responsibilities:
* Manage and grow clients' insurance portfolios to meet their needs and achieve sales targets.
* Build and maintain strong relationships with clients through regular communication and meetings.
* Assess clients' needs and provide expert advice on insurance products and services to ensure comprehensive coverage and effective risk management strategies.
* Negotiate terms with insurance carriers to secure the best coverage and pricing for clients.
* Stay informed about industry trends, market conditions, and competitor offerings to provide clients with relevant insights and recommendations.
Requirements:
* Tier 1 Qualifications
* Demonstrated experience within the insurance industry
* Excellent communication, negotiation, and interpersonal skills.
* Ability to work independently and as part of a team in a fast-paced environment.
What makes you stand out:
* Experience in developing risk management strategies tailored to client needs.
* Proven track record of successfully managing client portfolios and achieving sales targets.
* Familiarity with regulatory compliance in the insurance industry.
* Strong analytical skills to assess market trends and client requirements.

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