Client Portfolio Manager Position
This is a professional opportunity to join our organization as a Client Portfolio Manager. The successful candidate will be responsible for managing client accounts, working directly with client managers, and providing exceptional customer service.
Key responsibilities include:
* Assisting with client account portfolio management
* Working directly alongside client managers
* Managing client queries and being a subject matter expert for all their portfolio needs
* Attending client meetings and managing relationships with insurers
* Assisting with tender responses, policy wordings, renewals, claims histories, endorsements, and reporting
* Managing quote slips and placing slips
* Managing invoicing and complex premium calculations
* Providing leadership and training to service specialists
For this role, we are seeking an individual with relevant experience working within the commercial insurance sector as a broker or similar. A comparable client account management or broking background is also essential.
The ideal candidate will have:
* Relevant experience working within the commercial insurance sector as a broker or similar
* Comparable client account management or broking experience
* Commitment to exceptional client service
* Exceptional relationship and communication skills
* Desire to develop skills and knowledge set through ongoing training
* Tier 1 qualifications would be desirable
Our organization offers a comprehensive benefits package and encourages an inclusive workforce. We provide opportunities for continuous learning and development, ensuring you can achieve your fullest potential.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. We are proud to be an equal opportunity workplace.