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Insurance Portfolio Manager
2 months ago
We are seeking a highly motivated and experienced Client Executive to join our team at Howden Insurance Brokers Ltd. As a Client Executive, you will be responsible for managing and developing a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.
Key Responsibilities:- Manage and develop a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.
- Establish suitable distribution methods to effectively negotiate renewal rates and terms, compiling adequate data to compose a professional renewal presentation.
- Ensure ongoing contact with our existing partners to maintain strong relationships.
- Carefully monitor performance of our partners to ensure agreed forecasts are met.
- Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
- Use initiative to identify opportunities for leads to other areas of the business as part of the Beyond Broking project - Provide introductions and support cross-sell process to increase the amount of business we receive from our partners.
- Track and maintain annual monitoring checks for all partners, both Exempt and AR.
- Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.
- A minimum of 2 years' experience working in the insurance industry is preferred but not essential.
- Excellent communication, presentation, and negotiation skills.
- Ability to understand people and build rapport, adapt styles of communication accordingly.
- Ability to exceed individual targets and deadlines as defined by the business plan.
- Multi-tasking and organisational skills with attention to detail, quick assessment, and effective workload prioritisation.
- The ability to manage own diary, working to tight deadlines with accuracy of work.
We offer a career that you define, with a focus on diversity and inclusion. We value individuals who share our values and are passionate about making a positive difference at work and beyond.
We are committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application - if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
