Insurance Portfolio Manager

2 months ago


Leeds, Leeds, United Kingdom Red 10 Full time
Account Handler Opportunity at Red 10

This is an exciting opportunity for a dedicated and experienced Account Handler to make a meaningful impact in our Leeds-based team. You'll play a critical role in managing a growing client portfolio while ensuring compliance with FCA regulations and delivering exceptional client service.

Key Responsibilities:
  • Client Portfolio Management: Support Directors in managing and growing a varied client portfolio.
  • Compliance and Risk Management: Ensure compliance with FCA regulations and industry best practices.
  • Client Relationships: Maintain professional relationships with clients and provide quality advice.
  • Query Handling and Renewals: Handle client queries efficiently, support commercial renewals, and prepare for client meetings.
  • Risk Analysis: Analyse risk management data and manage aged debt.
  • Policy Documentation: Ensure policy documents are accurate and compliant.
Required Skills and Experience:
  • Experience: At least 2 years of experience as an Account Handler.
  • Certifications: Cert CII qualified and proficient in Acturis.
  • Commercial Insight: Strong commercial insight and experience in supporting a growing client portfolio.
  • Preferred Qualifications: DIP CII or progress toward it, and 5+ years of commercial broking experience.
Benefits:
  • Company Pension:
  • Life & Private Medical Insurance:
  • Free Parking:

If you're an experienced Account Handler with a passion for commercial insurance and growing client relationships, we'd love to hear from you.



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