Insurance Portfolio Manager Job
In this key role, you will play a vital part in supporting our team of insurance professionals in educating clients on risk and insurance products. Your main responsibility will be to manage a portfolio of small business insurance clients, achieving personal and team revenue targets while working towards clear performance indicators and objectives.
You will also be responsible for researching the market to develop a good understanding of client needs, industry risk, and business environment. This will involve negotiating new and renewal terms with underwriters, partnering with stakeholders and colleagues across the business to exceed client expectations, and multi-tasking while navigating a range of technologies.
* Manage a Small Business Insurance portfolio of new and existing clients
* Achieve personal and team revenue targets within identified markets - working to clear KPIs and targets across Acquisition and Retention
* Research the market to develop a good understanding of client needs, industry risk, and business environment
* Negotiate new & renewal terms with underwriters
* Partner with stakeholders and colleagues across the business to exceed client expectations
* Multi-tasking whilst navigating a range of technologies
* Collaborating and sharing knowledge with colleagues across the team and business
* Work within company policy, compliance, laws and regulations
* Participate in training and coaching sessions to develop technical knowledge
* Support all aspects of the workload of high-volume quotations, inbound/outbound calls, emails and Salesforce leads
Key Skills and Experience Required:
* Experience across Insurance Broking
* Experience operating in a sales environment achieving clear targets and KPIs
* Experience in Insurance and Claims or in Financial Services servicing clients
* Strong verbal, written and interpersonal communication skills
* Ability to tackle problems creatively and show initiative
* Possess a zest for learning and ability to make sense of information and learn systems and technologies at speed.
Benefits of Working with Us:
We are committed to creating an inclusive workplace where everyone can thrive. We provide equal opportunities to all employees regardless of gender, race, age, or disability. If you require any reasonable adjustments during the application process, please contact us at a dedicated email address.
As a valued member of our team, you will have access to ongoing training and development programs to help you achieve your full potential. You will also enjoy a competitive salary and benefits package, as well as opportunities to participate in community engagement initiatives.