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Client portfolio manager

Toowoomba
beBeeInsurance
Posted: 28 August
Offer description

Job Description

Seeking a dynamic and experienced professional to manage an existing portfolio of commercial clients. The ideal candidate will have strong client relationship management capabilities, first-class communication and presentation skills, and a keen entrepreneurial spirit.


Key Responsibilities:

* End-to-end management of a defined portfolio of commercial clients.
* Build strong relationships with clients and internal stakeholders.
* Proactively engage with clients around their risks, current policies, and policy recommendations.
* Respond to day-to-day queries from clients including claims management.
* Handling processing duties including renewals, endorsements, certificates of currencies, invoicing.
* Actively support the utilisation of new systems and processes that drive business growth and improvement.
* Manage a range of account management, servicing, sales, and administration responsibilities.
* Be part of a close-knit team with ongoing opportunities for skill development, mentorship, and training.


Required Skills and Qualifications

The following experience and qualifications are essential for success in this role:

* At least 2 years of experience in similar roles or within the insurance industry.
* Strong client relationship management capabilities.
* First-class communication and presentation skills.
* A keen entrepreneurial spirit.
* Eye for detail and quality while working under pressure.
* Eagerness to grow a career in insurance.
* Tier 1 qualification and basic insurance technical skills.


Benefits

This is an excellent opportunity to join a fast-paced and collaborative environment where you can develop your skills, mentor others, and contribute to the company's growth and success.


Others

As a valued member of our team, you will have access to ongoing training and development opportunities, as well as the chance to work on a diverse range of projects and challenges.

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