Insurance Portfolio Manager
4 weeks ago
We are seeking a highly skilled and experienced Broking Manager to lead our commercial insurance team and drive business growth.
About the RoleThe successful candidate will be responsible for managing a diverse portfolio of commercial insurance clients, building strong relationships, and delivering tailored solutions to meet their unique needs.
Key Responsibilities- Client Management: Develop and maintain strong relationships with commercial insurance clients, conducting regular reviews to ensure client satisfaction and adjusting strategies as needed.
- Team Leadership: Lead, mentor, and motivate a dedicated team of brokers and support staff, fostering a positive work environment that encourages professional development and high performance.
- Operational Excellence: Oversee daily office functions, ensuring efficient workflows and compliance with industry standards, implementing best practices to enhance operational efficiency and team productivity.
- Strategic Growth: Identify opportunities for portfolio expansion by analysing market trends and client needs, developing and executing strategic plans to enhance client retention and attract new business.
- Risk Assessment: Collaborate with clients to assess their risk profiles and recommend appropriate insurance solutions, staying updated on industry developments to provide informed advice.
- Financial Management: Monitor and manage the financial performance of the portfolio, including budgeting, forecasting, and reporting, ensuring profitability targets are met and maintained.
- Training and Development: Organise training sessions and workshops to enhance the skills of team members, promoting a culture of continuous learning and improvement within the team.
- Compliance and Regulation: Ensure that all activities comply with regulatory requirements and industry standards, staying informed about changes in legislation that may impact clients and the business.
- Client Presentations: Prepare and deliver presentations to clients, showcasing the value of our services and solutions, acting as the primary point of contact for high-profile clients and key accounts.
- Competitive salary and benefits
- Opportunities for professional development and career progression
- A chance to stamp your mark on a reputable broker
- A supportive and collaborative work environment
- Access to the latest tools and resources in the industry
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Liverpool, Liverpool, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a highly skilled and experienced Broking Manager to lead our commercial insurance team and oversee a diverse portfolio of clients. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, understanding their unique needs, and delivering tailored solutions.Key...
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