Commercial Insurance Portfolio Manager
3 weeks ago
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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