Senior Portfolio Manager
About the role
A new transformational adventure awaits you…
How does 5 weeks of annual leave, a fulfilling career you'll genuinely enjoy, and working for a reputable organization that promotes wellbeing and drives digital transformation sound to you?
As one of Forbes 2024 ‘World’s Best Employers’ and Fortune’s ‘World’s Most Admired Companies’ for 2025, Zurich - a leader in the insurance industry, is on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.
Join us on this thrilling journey as we work towards our vision of becoming Australia's leading digital insurer. If you're eager to be part of a values-driven global organisation that's experiencing real growth and transformation, and if you share our commitment to making a tangible difference and taking continuous steps towards a sustainable future for our people, customers, communities, and our planet, then keep reading!
Let’s create a brighter future together, let’s make a difference
It’s important to know, what you do matters. At Zurich, we don’t just cover, we care.
We are in market for a key role, as our Senior Portfolio Manager - Travel, you’ll be the analytical owner of performance across our Australian and New Zealand Travel portfolio. Sitting within the Travel Pricing & Portfolio team, you’ll bring together portfolio, claims and financial data to uncover what’s driving profitability and growth and turn those insights into better commercial decisions.
You’ll help shape pricing, portfolio and broader business decisions while strengthening how we plan, forecast and understand performance. You’ll partner closely with Pricing, Claims, Finance and Product, translating complex analysis into clear, practical recommendations for senior leaders and stakeholders.
You will also be responsible for the following:
- Monitor and analyse portfolio performance across Direct and Intermediated channels, partners, products and customer segments.
- Apply portfolio valuation and profitability techniques to support new business, renewals and strategic decision-making.
- Drive the Underwriting function’s loss ratio and volume assumptions across planning, budgeting and forecasting.
- Build, automate and maintain intuitive self-service dashboards that provide a trusted view of performance and portfolio trends.
- Turn quantitative analysis into practical recommendations across portfolio mix, retention, claims experience and channel performance.
- Mentor and develop junior team members through technical guidance, constructive feedback and professional development support.
Important to your success – let’s grow together
You’re an analytical and commercially minded professional who enjoys getting beneath the numbers and turning complexity into clear decisions. You build strong relationships across functions, communicate confidently with senior stakeholders and bring a collaborative, thoughtful approach to solving problems.
To be successful, you will have the following:
- Qualified Actuary status, FIAA or equivalent.
- At least 7 years of general insurance experience.
- Experience in portfolio management across direct and intermediated channels.
- A minimum of five years’ experience in an Individual Life Underwriting role, within a retail environment.
- Strong understanding of insurance P&L performance and its key drivers.
- Strong capability across Excel, SQL, SAS and Power BI, with Python experience viewed favourably.
- Experience building robust processes and intuitive dashboards, combined with strong analytical, problem-solving and attention-to-detail skills.
Belong. Zurich is here to support you
There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.
- Enjoy 5 weeks of annual leave for permanent staff through our Z leave initiative, along with 15 days of personal/carer’s leave as we empower our people to manage their own wellbeing. Plus, access to Family Care (parental leave).
- Benefit from a hybrid working arrangement – 3 days in the office and 2 days working from home per week for full-time employees.
- Access programs to stay healthy and feel healthier, receive an AUD$500 wellbeing payment per year, and a AUD$295 new starter e-voucher for your work-from-home setup (flex work - hybrid working), along with other great benefits through our Shine portal.
- Grow and thrive in your career with our award-winning training programs. We support and encourage your development because our strength lies in our people, and we value your individuality.
- Work with global, diverse, and inclusive teams; explore your passions, fuel innovation, drive equity, collaborate, and make a positive difference beyond your role.
- Take advantage of global mobility opportunities across more than 200 countries worldwide.
- Volunteer and work in our state-of-the-art Green Star rated offices (when you are in the office) and dress for your day.
- We plant a tree for every new employee.
- Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive Workplace; Gold AWEI Employer, Pride in Diversity… to name a few.
We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, maintain work/life balance, and thrive in a supportive environment.
Zurich is an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.
So, if you want to come on an adventure that will build a brighter future together, and feel a sense of togetherness, then please apply today to start your adventure!