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Insurance portfolio manager

Canberra
beBeeInsurance
Posted: 25 June
Offer description

Account Executive

Are you looking to drive the success of a diverse portfolio of commercial clients? As an Account Executive, you will play a pivotal role in managing and developing a portfolio of SME clients across various industries. You will offer expert advice and customized insurance solutions, building strong relationships with clients and collaborating closely with insurers.


Key Responsibilities:

* Manage and retain a portfolio of existing commercial clients across various industries.
* Provide tailored insurance advice and solutions based on client needs and risk profiles.
* Prepare and present insurance quotations, renewals, and policy documentation effectively.
* Negotiate with underwriters and insurers to secure competitive terms.
* Identify opportunities to expand client relationships and generate new business.
* Ensure compliance with internal policies, regulatory requirements, and industry standards.


Required Skills:

* Ideal candidates have a minimum of 1-2 years' experience in an insurance broking or underwriting role (commercial lines preferred).
* Strong interpersonal and relationship management skills are essential.
* Excellent written and verbal communication abilities are required.
* Attention to detail and a commitment to client service excellence are necessary.
* Candidates must be able to work independently while being a contributing member of a supportive team.


Benefits:

This role offers the opportunity to grow your career and make a meaningful impact in the finance industry.


Others:

If you are a proactive and skilled professional looking for a new challenge, we encourage you to apply now.

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