Portfolio Advisor
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Key details
- Location
- Sydney, NSW, Australia
- Work style
- Onsite
- Function
- other
- Focus area
- other
- Posted
- Yesterday
Skills
account managementcustomer servicemicrosoft officeportfolio managementrelationship managementunderwriting
About the role
About Avant
Avant is Australia’s largest medical indemnity insurer and a member-owned organisation that has supported doctors for more than 130 years. Today, we represent over 90,000 medical practitioners and students across Australia.We provide a range of insurance, lending, health, legal and practice management services designed to support doctors throughout their professional and personal lives.
About the Role
The Portfolio Advisor is responsible for managing and retaining a portfolio of corporate, broker and high-value members within our Medical Indemnity Growth team.As a key point of contact for your portfolio, you’ll manage the member lifecycle from onboarding and ongoing changes through to renewals and exits. You’ll build strong relationships, proactively engage with members and work to deliver positive retention and renewal outcomes. You’ll also manage complex and high-value member queries, using sound judgement and working closely with Team Leaders and specialist teams to resolve sensitive matters while operating within Avant’s underwriting, product, risk and compliance frameworks.
Key Accountabilities
Own and manage a portfolio of corporate, broker and high-value members.
Drive strong retention and renewal outcomes through proactive engagement and timely follow-up.
Manage the member lifecycle, including onboarding, membership changes, renewals and exits.
Respond to complex and high-value member queries, providing clear and considered solutions.
Support the resolution of sensitive member issues and complaints in partnership with Team Leaders and specialist teams.
Apply sound business judgement while working within underwriting, product, risk and compliance frameworks.
Build strong member relationships while balancing customer needs, risk and commercial outcomes.
Collaborate across the team and contribute to continuous improvement initiatives.
Key Capabilities
Experience in sales, portfolio management, account management or retention-focused roles within a regulated or complex environment.
Strong relationship management and customer service skills, combined with good sales capability.
FSR Tier 2 accreditation.
Excellent written and verbal communication skills.
Strong attention to detail with the ability to manage competing priorities.
Sound judgement and confidence handling complex or sensitive member matters.
Ability to work independently with minimal supervision while contributing to a collaborative team.
A proactive, solutions-focused approach and ability to quickly learn new business processes.
Intermediate Microsoft Office skills.
Avant is Australia’s largest medical indemnity insurer and a member-owned organisation that has supported doctors for more than 130 years. Today, we represent over 90,000 medical practitioners and students across Australia.We provide a range of insurance, lending, health, legal and practice management services designed to support doctors throughout their professional and personal lives.
About the Role
The Portfolio Advisor is responsible for managing and retaining a portfolio of corporate, broker and high-value members within our Medical Indemnity Growth team.As a key point of contact for your portfolio, you’ll manage the member lifecycle from onboarding and ongoing changes through to renewals and exits. You’ll build strong relationships, proactively engage with members and work to deliver positive retention and renewal outcomes. You’ll also manage complex and high-value member queries, using sound judgement and working closely with Team Leaders and specialist teams to resolve sensitive matters while operating within Avant’s underwriting, product, risk and compliance frameworks.
Key Accountabilities
Own and manage a portfolio of corporate, broker and high-value members.
Drive strong retention and renewal outcomes through proactive engagement and timely follow-up.
Manage the member lifecycle, including onboarding, membership changes, renewals and exits.
Respond to complex and high-value member queries, providing clear and considered solutions.
Support the resolution of sensitive member issues and complaints in partnership with Team Leaders and specialist teams.
Apply sound business judgement while working within underwriting, product, risk and compliance frameworks.
Build strong member relationships while balancing customer needs, risk and commercial outcomes.
Collaborate across the team and contribute to continuous improvement initiatives.
Key Capabilities
Experience in sales, portfolio management, account management or retention-focused roles within a regulated or complex environment.
Strong relationship management and customer service skills, combined with good sales capability.
FSR Tier 2 accreditation.
Excellent written and verbal communication skills.
Strong attention to detail with the ability to manage competing priorities.
Sound judgement and confidence handling complex or sensitive member matters.
Ability to work independently with minimal supervision while contributing to a collaborative team.
A proactive, solutions-focused approach and ability to quickly learn new business processes.
Intermediate Microsoft Office skills.