Insurance Portfolio Manager

4 weeks ago


London, Greater London, United Kingdom Harrison Holgate Full time

At Harrison Holgate, we are seeking a highly skilled Insurance Portfolio Manager to lead our team in the development and customer service of allocated broker partners and their clients. This role requires assessing insurance needs and risk profiles, negotiating with relevant markets/underwriters to secure suitable insurance for clients at best terms, and enhancing revenue streams from existing client bases while proactively developing new business opportunities.

Key Responsibilities:
  • We expect you to collate information from clients/agents, assess their insurance needs and risk profiles, research underwriters' risk appetite, and negotiate with relevant markets to secure the most suitable insurance for clients at the best terms.
  • You will be responsible for preparing and updating accurate client presentations/analysis for underwriters and arranging surveys as necessary.
  • Present underwriting terms and rates with relevant information to clients/agents.
  • Growth of revenue and profitability for an assigned portfolio of clients/agents is crucial in this role.
  • Maintain compliance with Group, Company, and Regulatory policies, procedures, regulations, and requirements by monitoring the progress of placements.
  • Meet individual income budgets including monthly targets for new and renewal business.
  • Develop and manage relationships with existing and new insurer partners in the London/Lloyds market.
  • Foster strong long-term relationships with key broker partners through trust-building and exceeding commitments.
  • Support colleagues in managing aged debt and premium collection.
  • Develop and mentor allocated Account Handlers in understanding placement terms.

Estimated salary: £70,000 - £100,000 per year based on experience and location.



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