Insurance Portfolio Manager
4 weeks ago
- Manage and grow a defined portfolio of existing clients
- Service and support clients with execution of new business strategies
- Be a key part of business growth projects and implementation
We are seeking a Client Executive to join our high-performing team, which specializes in delivering best-in-class risk management solutions.
The ideal candidate will have the ability to build strong client relationships, outstanding communication skills, and experience in a similar role or within the insurance/financial services industry.
As a Client Executive, you will be responsible for servicing and growing a defined portfolio of existing clients, supporting with execution of new business strategies, and being a key part of business growth projects and implementation.
We offer a comprehensive benefits package, a diverse workforce, and an agile, inclusive environment that allows you to manage your wellbeing and work/life balance.
Our team is passionate about helping our colleagues and clients succeed, and we are united through trust as one inclusive, diverse team.
What the day will look like:
- End-to-end account management of an existing portfolio of Commercial clients
- Servicing, sales, and client administration responsibilities for your portfolio
- Build strong relationships with clients as well as internal and external stakeholders
- Proactively engage with clients around their risks and insurance policies
- Respond to day-to-day queries from clients, including management of claims
- Process renewals, endorsements, Certificates of Currencies, invoicing
Skills and experience that will lead to success:
- The ability to build strong client relationships
- Outstanding communication skills
- Experience in a similar role or within the insurance/financial services industry
- Comfortable growing an existing Client portfolio
- Attention to detail
- Thrives in a learning & growth environment
- Tier 1 Qualification (Insurance Broking)
- Basic insurance technical skills
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