Insurance Portfolio Manager
5 days ago
Career Opportunities at Origin Financial Group
We are seeking a dynamic and results-driven professional to manage and expand our client base in a sustainable, profitable, and ethical manner.
Duties and Responsibilities:The role includes managing a selected portfolio of existing clients, providing risk management and short-term insurance advice.
The responsibilities also include:
- Client Liaisons and Advisory Responsibilities:
- Provide risk management and short-term insurance advice to a selected portfolio of existing clients.
- Prospect new clients to grow the insurance portfolio and achieve contracted targets.
- Offer appropriate short-term insurance and risk management advice through a client service level agreement.
- Enhance clients' experience of Origin, focusing on retention.
- Internal Company and Administrative Responsibilities:
- Follow company policies and procedures regarding strategic marketing drives and internal marketing strategies.
- Observe and adhere to company policies, procedures, and workflow processes in operational matters.
- Support the company 'house view' model.
- Aid administrative and claims teams when required to provide exceptional service to clients.
- Reporting and Feedback Responsibilities:
- Report to Line Manager on goal management, renewals, marketing projects, and strategic marketing drives.
- Attend and participate in Advisor Meetings as determined.
Qualification:
- Registered as Representative of related FSP.
- FAIS legislature requirements, including RE1 and RE5.
- Responsible for meeting CPD requirements.
- Continue to meet all Fit and Proper requirements as per the latest legislation.
Work Environment:
- Committed to you culture.
- Fast-paced work environment.
- Employee-centric practices.
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