Portfolio Advisor
Core
Managing and retaining a portfolio of corporate, broker, and high-value members within the Medical Indemnity Growth team.
Role type
Senior Account Manager (Medical Indemnity)
Builds
Medical indemnity insurance products and services for doctors
Domain
Insurance / Healthcare
Deliverable
client delivery
Required skills
portfolio management, retention strategies, member lifecycle management, complex query resolution, risk and compliance adherence, relationship management, business judgement
Preferred skills
sales capability, proactive engagement, continuous improvement initiatives
Technologies
Microsoft Office
Responsibilities
Manage member lifecycle from onboarding to exits, drive retention and renewal outcomes, resolve complex and sensitive member issues, apply business judgement within underwriting and compliance frameworks, build strong member relationships