Insurance Broker Portfolio Manager
4 weeks ago
Hooker & Heijden's Insurance Broking division is seeking an experienced Insurance Broker to manage a portfolio of existing clients. This role requires a strong understanding of insurance products and excellent communication skills to provide exceptional client service.
The successful candidate will have:
- 5+ years of insurance related experience.
- Exposure to classes such as Business Packs, Liability and Commercial Motor.
- Prior experience undertaking all aspects of insurance broking, including responding to client requests, processing and documentation associated with the portfolio, and claims management.
- Excellent communication and negotiation skills.
- Ability to work in a collaborative team environment.
- Tier 1 broking essential.
- Competent in IT and office procedures.
- Winbeat and Sunrise experience.
Duties in this role will include:
- Maintenance of a portfolio of risks.
- Processing quotations, endorsements, renewals and cancellations.
- Proactively acting upon new business leads provided by the brokerage.
- Identifying opportunities for cross-sell and/or up-sell of product to clients.
- Working collaboratively with team members.
This is an excellent opportunity for a motivated and experienced Insurance Broker to join our team and take their career to the next level.
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