Portfolio Advisor, Medical Indemnity Growth

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

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.