Portfolio Advisor

Avant; Sydney; On-site; AUD 70,000 - 90,000; Full time

Job summary

Avant is Australia’s largest medical indemnity insurer, supporting doctors for over 130 years. The Portfolio Advisor role focuses on managing and retaining a diverse portfolio of corporate, broker and high-value members within the Growth team.

You will onboard members, handle changes, renewals and exits, and resolve complex queries while collaborating with team leaders and specialist teams to ensure compliant, positive renewal outcomes.

Qualifications

• Experience in sales or portfolio management within regulated environments.
• Strong relationship management and customer service skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities with sound judgement.

Responsibilities

• Own and manage a portfolio of corporate, broker and high-value members.
• Drive retention and renewal outcomes through proactive engagement and timely follow-up.
• Manage member lifecycle from onboarding to renewals and exits.
• Respond to complex member queries with clear, considered solutions.
• Support resolution of sensitive issues in partnership with leaders and specialist teams.
• Work within underwriting, product, risk and compliance frameworks.
• Collaborate across the team and contribute to continuous improvement.

Skills

Portfolio management

Relationship management

Sales capability

Customer service

Communication skills

Attention to detail

Independent working

Problem solving

Tools

Microsoft Office

Job description

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.