Insurance Portfolio Manager
3 days ago
About the Role
We are seeking a highly motivated and results-driven Client Executive to join our team at Howden Group Holdings. As a Client Executive, you will be responsible for managing and developing a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.
Key Responsibilities
- Manage, develop, and renew a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.
- Establish suitable distribution methods to effectively negotiate renewal rates and terms, compiling adequate data to compose a professional renewal presentation.
- Ensure ongoing contact with our existing partners to maintain strong relationships.
- Carefully monitor the performance of our partners to ensure agreed forecasts are met.
- Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
- Use initiative to identify opportunities for leads to other areas of the business as part of the Beyond Broking project - Provide introductions and support cross-sell process to increase the amount of business we receive from our partners.
- Track and maintain annual monitoring checks for all partners, both Exempt and AR.
Requirements
- Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.
- A minimum of 2 years' experience working in the insurance industry is preferred but not essential.
What We Offer
A career that you define. At Howden Group Holdings, we value diversity – there is no one Howden type. Instead, we're looking for individuals who share the same values as us:
- Our successes have all come from someone brave enough to try something new
- We support each other in the small everyday moments and the bigger challenges
- We are determined to make a positive difference at work and beyond
Reasonable Adjustments
We're committed to providing reasonable accommodations at Howden Group Holdings to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.
If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application – if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.
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