Senior Insurance Portfolio Manager

1 month ago


Liverpool, Liverpool, United Kingdom IDEX Consulting Full time
About the Role

We are seeking a skilled and experienced Broking Manager to oversee a diverse portfolio of commercial insurance clients. The successful candidate will be responsible for building and maintaining strong relationships with clients, understanding their unique needs and delivering tailored solutions.

Key Responsibilities
  • Client Management: Foster a positive work environment that encourages professional development and high performance.
  • 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.
Requirements
  • A competitive salary of £60,000 - £80,000 per annum, depending on experience.
  • Opportunities for professional development and career progression.
  • A collaborative culture that fosters growth and empowers our team to deliver exceptional service to clients.


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