Insurance Portfolio Development Specialist

3 weeks ago


Croydon, Greater London, United Kingdom Allianz Popular SL. Full time
Key Responsibilities

Develop and manage a portfolio of new direct individual client accounts to achieve individual, team, and global targets within the direct channel for individual business.

Key Skills and Qualifications

  • Strong sales and pipeline management experience
  • Excellent phone manner and communication skills
  • Ability to identify leads and opportunities, prioritize them, and achieve sales targets
  • Customer follow-up and lead actioning within agreed SLAs
  • Liaising with underwriting and sales support regarding missing or further information requested to complete the application process
  • Negotiation in conflict situations to achieve a win-win outcome
  • Solving problems and proactively establishing client satisfaction
  • Continual training and education to keep pace with product modifications, industry trends and changes, and sales knowledge
  • Fostering positive relationships with internal stakeholders to achieve the best outcome for the client

Personal Qualities

  • Perseverance
  • Customer-focused and strong service orientation
  • Strong interpersonal and communication skills
  • Ability to effectively communicate verbally and in writing
  • Excellent problem-solving skills
  • Highly motivated with a positive attitude and innovative approach
  • Ability to work under pressure and meet tight deadlines and service standards
  • Capable of prioritizing work and working on own initiative
  • Strong organizational, time management, and negotiation skills
  • Proven sales skills and business acumen

At Allianz, we care for our employees, their ambitions, dreams, and challenges, which makes us a unique employer. We believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer.



  • Croydon, Greater London, United Kingdom Towergate Insurance Full time

    About the RoleWe are seeking an Insurance Account Handler to join our team at Towergate West Midlands. As an Account Handler, you will be responsible for supporting a designated client portfolio, acting as the first point of contact, building strong relationships, and providing exceptional customer service.Key ResponsibilitiesSupport a designated client...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Job Title: Insurance Commercial SpecialistWe are seeking a highly skilled Insurance Commercial Specialist to join our team in Croydon. The ideal candidate will have a minimum of 2 years' experience working with commercial products and be able to support the team in managing clients' insurance requirements.The successful candidate will be responsible for...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    We are seeking a skilled Development Underwriter with expertise in Property Owners to join our dynamic team at Lawes Insurance Recruitment.The ideal candidate will have a strong background in underwriting and a deep understanding of property owners underwriting processes.Responsibilities:Analyse and evaluate property owners insurance risks to determine...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Role OverviewThis exciting opportunity is available in Croydon and offers a competitive salary package of £50,000 - £70,000 per annum, depending on experience. As a Development Underwriter, you will be responsible for analysing and evaluating property owners insurance risks, determining potential profitability, and developing productive relationships with...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    **Job Title:** Development Underwriter – Property Owners**Location:** Flexible**Job Type:** Full TimeWe are seeking a talented and experienced Development Underwriter with expertise in Property Owners to join our dynamic team. The ideal candidate will have a strong background in underwriting and a deep understanding of property owners underwriting...


  • Croydon, Greater London, United Kingdom Howden Group Full time

    Job Description:We are seeking a skilled Insurance Business Development Specialist to join our team at the Howden Group.About the Role:This is a full-time, permanent opportunity based in our Croydon office. You will be expected to work onsite for approximately 3 days per week once past training.The successful candidate will be responsible for handling...


  • Croydon, Greater London, United Kingdom Peregrine Full time

    About the RoleWe are seeking a skilled Portfolio Delivery Specialist to join our team at Peregrine. This is a fantastic opportunity to work with a portfolio of clients, including the Home Office, and contribute to their transformation journeys.The Data Strategy, Capability and Oversight Team (DSCO) is responsible for setting the direction for data strategy,...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Job Title: Commercial Sales HandlerSalary: £35,000Location: CroydonDuties and Accountabilities:Manage incoming sales and member/customer enquiry calls to provide exceptional customer service.Produce and issue quotation, new business and renewal documentation to meet customer needs.Assist customers to protect their material assets and liabilities by...


  • Croydon, Greater London, United Kingdom Zurich Insurance Full time

    Key ResponsibilitiesAs a Risk Management Specialist at Zurich Insurance, you will be responsible for ensuring the timely submission of Risk Assessment Questionnaires from our DA Owners and Due Diligence Questionnaires from our Brokers/MGAs via SYNERGi.Working Closely with Cross-Functional TeamsWe work closely with other departments such as Legal, Marketing,...

  • Data Insight Analyst

    3 weeks ago


    Croydon, Greater London, United Kingdom Zurich Insurance Full time

    At Zurich Insurance, we're seeking a skilled Regional Portfolio Analyst to join our team. In this role, you'll be responsible for utilizing data to drive improvements to our regional portfolio's by providing data-led insights to our underwriting, sales, and management teams.You'll be part of a team that's key to supporting our Retail business by delivering...


  • Croydon, Greater London, United Kingdom Howden Insurance Brokers Ltd Full time

    About Howden - Corporate & CommercialWe’re a dynamic team at Howden - Corporate & Commercial, and we're on the hunt for an Insurance Support Professional to join us. As an Assistant Account Handler, you'll play a crucial role in delivering an excellent service to our customers, ensuring their needs are met through suitable cover and pricing.Your main...


  • Croydon, Greater London, United Kingdom Rev & Regs Full time

    **Job Title:** Insurance Claims Resolution SpecialistRev & Regs is recruiting for an Insurance Claims Resolution Specialist to work for a leading Insurance company based in Manchester.**Key Responsibilities:**The Insurance Claims Resolution Specialist will provide efficient claims handling services to all customers by responding to LEI claims using excellent...


  • Croydon, Greater London, United Kingdom PIB Group Full time

    Company OverviewThe PIB Group is a leading insurance intermediary, committed to delivering exceptional service and support to its clients. Our team of experts work tirelessly to provide tailored solutions that meet the unique needs of our clients.SalaryWe are offering a highly competitive salary of £45,000 per annum, plus benefits, to successful...


  • Croydon, Greater London, United Kingdom Peregrine Full time

    Job OverviewPeregrine is a leading recruitment agency specializing in placing top talent with our clients across various industries. We are currently seeking an experienced SEO Portfolio Specialist to join our team.Salary and BenefitsThe salary range for this position is £40,000 - £60,000 per annum, depending on experience. In addition to a competitive...


  • Croydon, Greater London, United Kingdom PIB Group Full time

    The Role: We are seeking a highly skilled Commercial Insurance Specialist to join our team at PIB Group. As a Senior Account Handler for Commercial Lines, you will be responsible for providing professional advice and service to our clients. Your key responsibilities will include effectively managing policy events, retaining existing customers, and writing...


  • Croydon, Greater London, United Kingdom Howden Group Holdings Full time

    About UsAt Howden, we strive to push the boundaries of what is possible in the insurance industry. Our commitment to work-life balance, career progression, sustainability, and volunteering sets us apart from the rest.SalaryThe estimated annual salary for this position is around £50,000 - £70,000, commensurate with experience and qualifications.Job...

  • Claims Specialist

    7 days ago


    Croydon, Greater London, United Kingdom American International Group Full time

    Job DescriptionWe are seeking a Claims Specialist to join our team at American International Group (AIG). As a key member of our motor insurance claims team, you will play a vital role in managing complex claims from inception to resolution.About the RoleThis is an exciting opportunity for a skilled and results-driven individual to take their career to the...


  • Croydon, Greater London, United Kingdom Howden Insurance Brokers Ltd Full time

    About UsHowden, Corporate & Commercial is a leading international team of insurance professionals. We support our clients through the complex landscape of commercial risk, meticulously crafting bespoke solutions to empower businesses to navigate uncertainty and achieve unwavering growth.The RoleWe are seeking a highly skilled Claims Handler to join our team....


  • Croydon, Greater London, United Kingdom Peregrine Full time

    At Peregrine, we empower Specialist Talent to drive business growth through strategic data management. We are seeking a highly skilled Data Portfolio Manager to join our team and support our clients in achieving their goals.The successful candidate will have proven experience in programme or portfolio environments, with expertise in benefits management,...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    About the RoleWe are seeking a skilled Development Underwriter with expertise in Property Owners to join our dynamic team. The ideal candidate will have a strong background in underwriting and a deep understanding of property owners underwriting processes.The successful applicant will be responsible for analysing and evaluating property owners insurance...