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Insurance Portfolio Manager

1 month ago

York, York City, United Kingdom Claims Recruitment Services Full time

Job Title: Account Executive

Job Summary:

We are currently recruiting for an Account Executive on behalf of our client, a leading brand in the UK insurance market. The successful candidate will act as the port of call for their portfolio of High Net Worth customers, as well as supporting the wider team in the management of very large, complex accounts.

Key Responsibilities:

  • Having full responsibility for the retention of your client portfolio.
  • Building and enhancing both external and internal relationships, dealing with varied and wide ranging private client contacts on a daily basis.
  • Negotiating mid-term and renewal terms, as well as new business terms on occasion, for dream homes, unique collections, supercars, and holiday villas.
  • Growing the team's existing business income through retention, cross-sell, and up-sell.
  • Ensuring client data security and privacy is maintained at all times.

Key Requirements:

  • Must have experience of working in a similar role within insurance. Candidates will ideally have experience of High Net Worth Insurance, but Personal Lines experience will also be considered.
  • Excellent customer service and client management skills.
  • Able to use expert product knowledge to effectively service customers.

About Us:

Claims Recruitment Services is a leading recruitment agency specializing in the insurance industry. We are committed to providing exceptional service to our clients and candidates.