Portfolio Services Lead - Insurance

NM Insurance is a market leading distributor of insurance products and services, in the retail recreational areas of pleasure craft, motorcycle and caravan as well as commercial marine insurance lines.

Our business operates through offices across Australia and New Zealand.  Most of our Insurance Products are distributed via intermediary partners, primarily through licensed Insurance Brokers, as well as franchised dealers of pleasure craft and direct to consumers in the Australian and New Zealand Market

We are looking for a professional and energetic individual to support growth and development of our products, services and client engagement within defined region, within strict regulatory and internal underwriting acceptance guidelines.

This role is directly aligned to our business and administration processes and would be suitable for someone who has experience in financial services.  If you are disciplined and have strong processing / administration skills, we are looking for you.

Key Responsibilities:

• Support our insurance transactions following customer engagement. 
• Process amendments, endorsements, new business and renewals. 
• Achieving customer KPI’s with engagement and service parameters.

Skills and Experience:

Our preferred candidate will be able to show the following attributes and experience:

• Strong sales and development focus
• Identify and support development opportunities within company brands
• Demonstrated ability to work effectively in a team
• Proactive and effective communication skills to manage relationships internally and externally
• Have a good understanding of insurance principles
• A multi-tasker who thrives in a dynamic fast paced environment
• Self-starter who can work on multiple projects, deliver results on time and foster positive relationships with key stakeholders
• Excellent time management skills and a flexible approach to your work

NM Culture

We believe that knowledge powers passion and our team of trusted insurance experts are as passionate about the assets our products protect, as our customers are.

We uphold high standards of conduct and professionalism at all times including through the provision of market leading cover, great customer experience and high quality claims support, all of which contribute to our ultimate goal of achieving great outcomes for our customers.

Our Values and Behaviours:

• Customer First
• Doing What is Right
• Results Driven
• One Team
• Learn and Grow

As an NM Employee you will have access to and benefit from:

• ‘Hybrid Working’ – a mix of working from home and in the office to enhance your work / life balance
• The roles are available for candidates in all Australian states - QLD, NSW, WA, VIC & SA, with priority given to South East Queensland and Sydney.
• The ability to maximise retirement savings through voluntary superannuation contributions in addition to company contributions
• Group Life Insurance Policies (TPD & Salary Continuance)
• Travel Insurance
• Discounts on: Motor Vehicle purchases, Car Hire, Health and Fitness