Property Portfolio Coordinator
1 week ago
About the Job
Exact Search UK Limited is seeking an experienced Property Portfolio Coordinator to join our team and support our clients in managing their insurance portfolios effectively.
Responsibilities
- Maintain and strengthen relationships with property and corporate clients, delivering excellent customer service.
- Manage the end-to-end process of policy renewals, mid-term adjustments, and new business applications.
- Understand clients risks and requirements, ensuring that appropriate insurance cover is provided.
- Obtain quotations from insurers, negotiate terms, and present the most suitable options to clients.
- Assist clients with the claims process, providing advice and liaising with insurers to ensure efficient resolution.
- Prepare accurate and compliant documentation, including reports, summaries, and presentations for clients.
- Ensure all activities adhere to FCA regulations and company policies.
- Work closely with Account Executives and other team members to provide seamless support and meet client needs.
Requirements
- Minimum 3 years of experience in an account handling role within the insurance industry, preferably in property or corporate insurance.
- Cert CII qualification or working towards it is preferred.
- Strong knowledge of property and corporate insurance products.
- Excellent communication and interpersonal skills for client interaction.
- High attention to detail and organizational skills.
- Ability to manage multiple tasks and deadlines effectively.
- Proficiency in insurance software and Microsoft Office applications.
Benefits Package
- Competitive salary: £35,000 - £45,000 per annum.
- Opportunities for professional development and industry qualifications.
- Collaborative and supportive team environment.
- Exposure to diverse and high-value insurance portfolios.
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