Portfolio Specialist (CTP)

NRMA Insurance; Sydney; On-site; AUD 120,000 - 150,000; Full time

Benefits offered by this job

13% superannuation

20 days annual leave + 5 MyLeave

Insurance discounts

Partner discounts

Parental leave 20 weeks

Learning & development

Job summary

NRMA Insurance is seeking a Portfolio Specialist to drive performance, growth and sustainability of IAG’s CTP portfolio. You’ll uncover trends, identify opportunities, and help solve complex business challenges across pricing, claims, operations and product teams.

Based in Gadigal Country (Sydney), Naarm (Melbourne) or Meanjin (Brisbane), this permanent full-time role offers strong development, collaboration and a path to influence portfolio strategy with data-driven insights.

Qualifications

• Experience analysing portfolio, financial or insurance data to generate insights.
• Strong commercial thinking and the ability to spot patterns, risks and opportunities.
• Curiosity and confidence to investigate problems and challenge assumptions constructively.
• Ability to translate complex data into clear recommendations and business actions.
• Experience building relationships and collaborating with stakeholders.
• General Insurance, CTP or portfolio management experience is preferred.
• A proactive mindset with the ability to work across both operational and strategic priorities.

Responsibilities

• Analyse portfolio performance data to identify trends, emerging risks, opportunities and insights that support commercially sound business decisions.
• Monitor portfolio growth, profitability, customer outcomes and product mix, providing recommendations that improve overall portfolio performance.
• Investigate complex business problems by connecting data, operational impacts and customer insights to uncover root causes and potential solutions.
• Partner with stakeholders across pricing, claims, operations and product teams to support strategic initiatives and business improvements.
• Present meaningful insights and recommendations that help shape portfolio strategy, performance management and decision making.
• Develop and enhance reporting processes that improve efficiency, transparency and the quality of portfolio insights.

Skills

Portfolio analysis

Commercial thinking

Data storytelling

Stakeholder collaboration

Problem solving

Job description

NRMA Insurance has been helping Australians with their general insurance and actively supporting communities for 100 years. Part of Insurance Australia Group (known as IAG), we’re proud to be one of Australia’s most iconic brands.

Bring your curiosity, commercial thinking and analytical mindset to a role where your insights can influence the performance of a billion dollar portfolio.

As a Portfolio Specialist, you'll join a specialised, highly collaborative team responsible for the performance, growth and sustainability of IAG’s CTP portfolio. You'll go beyond reporting to uncover trends, identify opportunities and help solve complex business challenges. From understanding customer behaviour and portfolio performance to supporting strategic decisions and business initiatives, you'll play an important role in helping the team stay ahead of risks, deliver better outcomes and make smarter decisions every day. This is a permanent full-time role based in Gadigal Country (Darling Park 2, Sydney), Naarm (Melbourne) or Meanjin (Brisbane).

What You'll Do

• Analyse portfolio performance data to identify trends, emerging risks, opportunities and insights that support commercially sound business decisions.
• Monitor portfolio growth, profitability, customer outcomes and product mix, providing recommendations that improve overall portfolio performance.
• Investigate complex business problems by connecting data, operational impacts and customer insights to uncover root causes and potential solutions.
• Partner with stakeholders across pricing, claims, operations and product teams to support strategic initiatives and business improvements.
• Present meaningful insights and recommendations that help shape portfolio strategy, performance management and decision making.
• Develop and enhance reporting processes that improve efficiency, transparency and the quality of portfolio insights.

What You'll Bring

• Experience analysing portfolio, financial or insurance performance data to generate insights.
• Strong commercial thinking and the ability to spot patterns, risks and opportunities.
• Curiosity and confidence to investigate problems and challenge assumptions constructively.
• Ability to translate complex data into clear recommendations and business actions.
• Experience building relationships and collaborating with a wide range of stakeholders.
• General Insurance, CTP or portfolio management experience is preferred.
• A proactive mindset with the ability to work across both operational and strategic priorities.

What We Offer

• Boosted superannuation with 13% as standard.
• 20 days annual leave + 5 days MyLeave (extra leave for what’s important to you).
• Up to 50% off personal insurance, including home and motor insurance.
• Partner discounts on private health insurance, tech & appliances, and many more.
• Industry-leading 20 weeks paid parental leave.
• Access to LinkedIn Learning, the award-winning IAG Academy, study assistance and secondment opportunities.

*employment type eligibility criteria apply

Adjustments and Support

If you require any support or adjustments to participate equitably in our recruitment process, we encourage you to reach out to ***********@iag.com.au for a confidential conversation.

More About Us

As part of IAG you'll enjoy a world of career opportunities, a purpose-led place focused on creating connection and belonging, and where you can create meaningful impact every day and grow your career beyond the expected. That’s not just words. It’s our people promise. We're ready for you with unexpected opportunities for your career, your work-life and your ability to make a difference. We celebrate all viewpoints shaped by life experiences and culture, and are guided by the knowledge and voice of Aboriginal and Torres Strait Islander peoples, businesses, and communities. We collaborate on Indigenous-led solutions that enable growth and create meaningful change for our customers and employees