Portfolio Advisor in Corporate Insurance

Do you have experience in corporate insurance and want to develop in a varied role in a completely new unit in Sundsvall? Now you have the opportunity to help build the business from the ground up!

Inbound Advisory Services will handle administration for our clients, but also manage and advise our existing clients within SMEs. Therefore, you need to be interested in deepening your knowledge in corporate insurance, be service-oriented, and have a genuine desire to help clients while being able to work methodically and carefully. With us, you will have the opportunity to influence work methods, structure, and customer journey in a growing and important part of our organization.

About the Role

As a Portfolio Advisor, you will be a key person in the work of managing and ensuring quality in our clients' insurance solutions. The role involves a broad responsibility where you both drive your own client dialogues and collaborate closely with colleagues in the team.

You will, among other things:

• Be responsible for existing client relationships and ensure that their insurance solutions are updated and tailored to their needs
• Conduct annual reviews and advisory meetings via phone and Teams
• Procure corporate insurance, coordinate quote requests, and maintain a continuous and proactive dialogue with clients and insurance companies
• Respond to and handle brokers' questions and issues related to their clients' insurance

Qualifications:

• At least two years of experience in corporate insurance
• Works in a structured manner, is responsible, and has a good ability to prioritize
• Is communicative, service-oriented, and wants to provide the best service to our clients and brokers
• Has an easy time handling and learning digital systems
• Very good ability to communicate in Swedish, both spoken and written
• Has a desire to develop and contribute to the long-term success of the unit

To be able to advise clients, you need an Insuresec license. If you do not have this already, there is an opportunity to study and obtain the license on-site with us. The most important thing is that you have at least two years of prior experience in corporate insurance and a willingness to learn.

The office on Kyrkogatan 22 in Sundsvall is largely specialized in administration and support and assists Söderberg & Partners offices across the country with various services.

Welcome with your application! We are recruiting continuously, so please register your application as soon as possible.

Location: Sundsvall, Kyrkogatan 22
Employment rate: Full-time
Start date: As soon as possible, by agreement
Application deadline: 2026-02-27
Contact person: Ulrika Wall, mobile 076-149 52 09, [email protected]
David Niskanen, mobile 076-555 93 74, [email protected]

Söderberg & Partners was founded in 2004 by nine entrepreneurial analysts and is today one of Sweden's leading financial advisors and brokers of insurance and financial products.

We operate in areas including occupational pension advisory, insurance advisory, and insurance brokerage, as well as capital advisory and asset management. We also develop and offer digital tools for financial advisory and payroll and benefits management. We have chosen, as the first company in Swedish business, to compensate for our employees' climate impact, both at work and in their spare time.

We have a strong corporate culture where employees have high ambitions and great engagement. The organization is creative and dynamic with short decision-making paths and ample room for individual ideas, creating an inspiring environment where you can develop quickly.

We reward employees who are motivated by significant personal responsibility and who have the drive to continuously develop and advance their tasks. We care about helping each other, but also have the courage to explore new paths.

Diversity and equal treatment are important to us, both regarding our employees and those applying for jobs with us. We encourage differences and are convinced that employees with various experiences, skills, and perspectives help us grow and develop.

Our journey has just begun, and we are constantly looking for talented and competent employees with a strong desire to succeed. Do you want to help build our future?