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New Milton, Hampshire, United Kingdom Knight Square Insurance Limited Full time{"title": "Senior Account Executive", "description": "Job SummaryWe are seeking a highly skilled Senior Account Executive to join our team at Knight Square Insurance Limited. As a Senior Account Executive, you will be responsible for providing exceptional customer service and managing a portfolio of commercial insurance policies.Main ResponsibilitiesManage a...
Insurance Portfolio Manager
4 months ago
Location: Ringwood Hours: Monday - Friday 8.30am - 5pm (1 hour lunch); hybrid working two days in the office 3 days at home after probation. Salary: £ DOE, 25 days hols, free parking, pension, opportunity to buy more holiday, cash back plan Aspire Jobs are working in partnership with our client within their Head Office. They are a growing group and are now looking for an experienced Insurance Portfolio Manager to join their busy property team based in Ringwood. The successful Insurance Portfolio Manager will have previous account handling experience from within property or general insurance, including personal lines. The role will see you managing accounts that deal with insurance for blocks of flats, managing agents, residential property lets and commercial property lets. Working 2 days a week in the office (Mon & Tues) the rest of the time will be spent working from home after training/probationary period. The role may from time to time include going to different offices and client visits. They pride themselves on their high levels of customer service, and part of this Insurance Manager role will be about maintaining and exceeding these in line with Company policy. The role will see you developing and maintaining a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact and the preparation of presentations and the maintenance of manual and IT based office systems. SALES
- To realise individual sales targets through the achievement of new business and renewal figures, self-monitoring individual sales activity to ensure all avenues are maximised.
- To track and monitor progress of activity monitoring conversion rates for leads, appointments, quote and sales activity.
- To adhere and support new and existing sales incentives across the company, i.e. Cross-selling, networking and referrals.
- To ensure that customer service levels are implemented and maintained to a high level, ensuring that the team achieve results whereby at least 90% of clients are satisfied with the level of service provided.
- To ensure that there are no more than 1% complaints per month for the department.
- To ensure that telephone response times are maintained in accordance with specified parameters.
- To ensure that all complaints are dealt with within 1 working day in accordance with FCA requirements, or if unresolved/unsatisfied such complaints are passed to compliance manager immediately.
- Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team.
- To ensure that full presentations are sent out to market and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client.
- Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients.
- To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients.
- Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date.
- Ensure that all renewals are actioned within FCA guidelines
