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About the Role
The Portfolio Advisor manages and retains a portfolio of corporate, broker, and high-value members within the Medical Indemnity Growth team. This role serves as a key point of contact, managing the member lifecycle from onboarding to renewals and exits, building relationships, and driving retention outcomes. The advisor will also handle complex member queries, ensuring sound judgment and adherence to Avant’s frameworks.
Responsibilities
- 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.
Requirements
- 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.
Skills
- Relationship management
- Customer service
- Sales capability
- Written communication
- Verbal communication
- Attention to detail
- Priority management
- Business judgement
- Problem solving
- Collaboration
- Microsoft Office
Location
- Australia
Work Type
- Full-time
About the Company
- Avant is Australia’s largest medical indemnity insurer and a member-owned organisation that has supported doctors for more than 130 years.
- Avant represents over 90,000 medical practitioners and students across Australia.
- Avant provides a range of insurance, lending, health, legal and practice management services designed to support doctors throughout their professional and personal lives.
Equal Opportunity
- Avant supports doctors so they can serve Australia's diverse communities.
- Diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.
- Welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.
- Our inclusive workplace is somewhere everyone can succeed.
- If you require any adjustments during the recruitment process, please don't hesitate to contact us at careers@avant.org.au