Portfolio Manager

2 weeks ago


New Milton, Hampshire, United Kingdom Aspire Jobs Full time £25

Working Hours:
Monday to Friday, with a hybrid model of working two days in the office and three days at home each week after the probation period.

Salary:
Competitive pay dependent on experience, along with 25 days of holiday, free parking, pension scheme, option to purchase extra holiday days, and cash back plan.

At [Company Name], we are excited to announce a new opportunity for an experienced Insurance Portfolio Manager to join our dynamic property team at the Head Office located in Ringwood.


The ideal candidate for the Insurance Portfolio Manager position will have prior experience in account handling in property or general insurance, specifically in personal lines.

In this role, you will be responsible for managing insurance accounts related to blocks of flats, managing agents, residential property lets, and commercial property lets.


After the training period, you will be working two days per week in the office (Monday & Tuesday) and the remaining days from the comfort of your home.


Our company prides itself on delivering exceptional customer service, and as an Insurance Portfolio Manager, you will play a crucial role in upholding and surpassing these service standards in alignment with the Company's policies.


Your primary responsibilities will include developing and nurturing a client portfolio to establish long-term relationships, handling new business, renewals, and adjustments through client interactions, presentations, and maintaining office systems both manually and digitally.


You will be expected to meet individual sales targets by securing new business and renewal figures, closely monitoring your sales activities to ensure maximum efficiency.


  • Track and assess the progress of your activities, monitoring conversion rates for leads, appointments, quotes, and sales.
  • Support various sales initiatives within the company, such as cross-selling, networking, and referrals, to drive business growth.
Ensure that the department receives no more than 1% of complaints per month.

  • Maintain prompt telephone response times as per the set parameters.
  • Resolve all complaints within one working day in line with FCA regulations, escalating unresolved or unsatisfied issues to the compliance manager promptly.

ACCOUNT MANAGEMENT

  • Meet the insurance and risk management requirements of clients and the team effectively.
  • Keep clients informed promptly and accurately about insurance matters, presenting recommendations and options in compliance with FCA guidelines.


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