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Insurance Portfolio Specialist

2 months ago

London, Greater London, United Kingdom St Giles Group Full time
Position Overview: We are seeking a knowledgeable insurance professional to become a part of our dynamic team. This is an excellent opportunity to engage in a collaborative environment within a contemporary office setting.

Key Responsibilities:
  • Develop and maintain a comprehensive understanding of various insurance products, including Property Owners, Liability Coverage, Loss of Rent, Engineering, Contract All Risks, Tradesman, Terrorism, Household, Office, and Retail Packages.
  • Manage relationships with individual small business clients and medium-sized portfolios, overseeing a total premium book of under £2,000,000.
  • Handle a portfolio of renewals effectively.
  • Establish and nurture productive working relationships with clients, aiming for optimal customer satisfaction.
  • Build and sustain connections with insurance providers.
  • Prepare correspondence adhering to specified timelines and quality standards.
  • Issue and process documentation for new business, mid-term adjustments, cancellations, and renewals.
  • Provide quotations for new business and re-broke existing renewals.
  • Occasionally conduct face-to-face meetings with clients, both in the office and externally.
  • Maintain accurate records in both paper and digital formats, ensuring proper filing procedures are followed.
  • Respond to general inquiries competently via telephone, email, or in person, ensuring the accuracy of the information provided.
  • Participate in relevant training programs, both in-house and externally.