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Sme portfolio manager

Shepparton
beBeeInsurance
Posted: 8 December
Offer description

As a seasoned insurance professional, you will oversee a diverse portfolio of SME clients, providing exceptional service and building lasting relationships. Your key focus will be on managing complex insurance needs, including Package, Property, Liability, Commercial Motor, Fleet, Financial Lines, and Retail insurance.


About the Role

* You will be responsible for identifying and securing new business opportunities, expanding your portfolio and driving growth.
* You will work closely with administrative resources to maintain high compliance standards, ensuring all client interactions are conducted with professionalism and ease.


The Ideal Candidate

* A motivated professional with a proven track record in broking and a passion for delivering exceptional client results.
* Experience in commercial insurance broking or transferable skills from related fields.
* Tier 1 or Diploma qualifications in Insurance Broking (or willingness to obtain).
* A strong business development drive and commitment to achieving results.
* Excellent communication and relationship management skills.
* A proactive, self-driven attitude and dedication to delivering real value to clients.

Key Responsibilities:

* Manage a diverse portfolio of SME clients.
* Identify and secure new business opportunities.
* Maintain high compliance standards.

What We Offer:

* A dynamic and supportive team environment.
* Ongoing training and development opportunities.
* A competitive compensation package.

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