Insurance Portfolio Manager

4 weeks ago


Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full time
Job Title: Broking Manager

We are seeking a highly skilled and experienced Broking Manager to lead our commercial insurance team and drive business growth.

About the Role

The 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.
What We Offer
  • 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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