Commercial Insurance Portfolio Manager

3 weeks ago


Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking a highly skilled Commercial Insurance Portfolio Manager to oversee a diverse portfolio of commercial insurance clients. This is a senior leadership role that requires strong client relationship management skills, strategic thinking, and operational excellence.

About the Role
  • We are looking for an experienced professional with a proven track record in commercial insurance portfolio management, who can build and maintain strong relationships with clients, understand their unique needs, and deliver tailored solutions.
  • The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams, including underwriters, brokers, and clients.
  • As a key member of our team, you will be responsible for identifying opportunities for portfolio expansion, assessing risk profiles, and recommending appropriate insurance solutions.

Key Responsibilities:

  • Client Relationship Management: Build and maintain strong relationships with commercial insurance clients, understanding their unique needs and delivering tailored solutions.
  • Operational Excellence: Oversee daily office functions, ensuring efficient workflows and compliance with industry standards.
  • Strategic Growth: Identify opportunities for portfolio expansion by analysing market trends and client needs.
  • Risk Assessment: Collaborate with clients to assess their risk profiles and recommend appropriate insurance solutions.
  • Financial Management: Monitor and manage the financial performance of the portfolio, including budgeting, forecasting, and reporting.
  • Training and Development: Organise training sessions and workshops to enhance the skills of team members.

Salary: $120,000 - $180,000 per annum, depending on experience.



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