Portfolio Manager - General Insurance

Portfolio Manager - General Insurance

Job Title: Portfolio Manager - General Insurance
Contract Type: Permanent
Location: Sydney
Salary: $100,000 guide
Reference: 2887153
Contact Name: Liana Li
Contact Email:
Job Published: March 08, 2019 10:31

Job Description

My client is a diversified financial services and asset management business and they are currently seeking driven and enthusiastic people to join their high powered and successful Asset Management business division to work within their Asia Pacific business. 

As a Portfolio Manager, you will be responsible for:
  • Deal execution and management of client insurance programs
  • Portfolio administration function
  • Management of prospect/sales pipeline and perform of pre/new business/industry analysis of key customers
  • Creation of reports from CRM/ Portfolio Administration system for use with sales pipeline management tracking and reporting
  • Collection and management of schedule of insurances
  • Sales pipeline management tracking and reporting
Ideal Candidate:  
  • Bachelor’s degree and relevant post-graduate formal qualifications within the Insurance Industry or broader financial services industry
  • At least 3-5years’ Insurance Broking or Underwriting experience
  • Prior experience in customer and insurance market-facing roles within the insurance industry (such as broking client account management, placement and/or underwriting or portfolio management with an insurer)
  • A sound command of MS Office suite of products including Excel and PowerPoint
How to Apply
For immediate consideration, please submit your resume via the 'Apply Now' link below. Alternatively for a confidential discussion, please contact Liana Li
 on 0436 472 713 or email