Insurance Portfolio Manager

1 month ago

London, Greater London, United Kingdom Lawes Insurance Recruitment Full time
Senior Commercial Account Handler

Join our team at Lawes Insurance Recruitment as a Senior Commercial Account Handler, where you will play a pivotal role in delivering exceptional insurance services to both existing and potential new clients.

Key Responsibilities:
  • Efficiently manage and administer a commercial insurance portfolio, ensuring meticulous compliance and cost-effectiveness in all transactions.
  • Proactively identify and convert growth opportunities through referrals, cross-selling, new client acquisition, and proactive sales initiatives, driving business expansion.
  • Promptly execute client instructions, ensuring timely commencement of cover, completion of paperwork, premium collection, and accurate record-keeping.
  • Work with Account Executives to strategise renewal approaches, identify cross-sale opportunities, and negotiate with underwriters for optimal client outcomes.
  • Offer timely renewals of existing client policies with current or new insurers as appropriate, conducting thorough document checks and diary management.
  • Maintain up-to-date client records on the company's electronic filing system, adhering to data protection regulations.
  • Identify, plan, and achieve cross-sale opportunities while providing risk management advice and prevention information to clients, collaborating with insurers.
  • Provide clients with support during claims processes, offering guidance and assistance throughout.
  • Collaborate with the Accounts function as needed, assisting in credit control activities with relevant customers.
  • Accompany Account Executives on client visits when necessary, acting as a referral point for day-to-day requests.
  • Strong interpersonal skills and excellent communication abilities, particularly proficient over the phone.
  • Excellent planning, organizational, and time management proficiencies.
  • Consistently operates compliantly with a sound understanding of regulatory requirements.
  • IT literate with proficiency in client systems and Microsoft packages.
  • Past familiarity with the Acturis computer system preferred (not mandatory).
Benefits:
  • Company Pension Scheme
  • Private Medical Insurance
  • Income Protection
  • Plus many more

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