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Personal insurance portfolio manager

Geelong
beBeeInsurance
Posted: 13 December
Offer description

Job Opportunity
A leading insurance firm is seeking a Private Client Account Executive in Geelong, Victoria. This role involves managing high-net-worth personal insurance clients and requires a Property and Casualty Broker's License.
Key Responsibilities:
- Manage a portfolio of high-net-worth personal insurance clients
- Develop and implement comprehensive insurance plans tailored to individual client needs
- Build and maintain strong relationships with existing and potential clients
- Collaborate with internal stakeholders to ensure seamless delivery of services
- Stay up-to-date on industry trends and regulatory requirements
Requirements:
- 3-5 years of experience in a similar role
- Bachelor's degree in a related field
- Property and Casualty Broker's License
Benefits:
The firm offers a comprehensive benefits package including health insurance, retirement plan, and paid time off.
This position enables candidates to leverage their expertise while making meaningful contributions to clients' financial security.

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