Insurance Portfolio Manager
7 days ago
We are seeking an experienced Account Handler to join our Liverpool team. The successful candidate will have at least 12 months experience in an Account Handling role, preferably in Personal Lines or Commercial Insurance.
The ideal candidate will possess a passion for building strong working relationships with clients and colleagues, as well as an appetite to learn and develop successfully. They will be computer literate with good experience of using MS Office Suite and have a basic understanding of the broking insurance market and the role of regulation and compliance.
A competitive salary between £25,000 - £35,000 depending on experience, as well as great company culture that values internal growth and professional development, is offered. Our Benefits Scheme includes annual bonus, pension, and study support.
Key Responsibilities:
- Acquire and maintain knowledge of Insurance products.
- Upon completion of training, you will be assigned specific medium-sized portfolio.
- Dealing with a book of renewals.
- Develop and sustain effective working relationships with account executive and customers.
- Building and maintaining relationships with insurers.
- Produce correspondence to required timeframes and quality standards.
- Issuing and processing new business documents, mid-term adjustments, cancellations, and renewals.
- Provide new business quotations and re-broking existing renewals.
- Face-to-face client meetings occasionally both inside and outside the office.
- Keeping accurate records always and filing in the agreed manner.
- Answering general queries competently by telephone, email, post, or in person.
- To attend any appropriate training courses given inside and outside the office.
- To complete and pass mandatory training modules set within the time given to remain compliant.
- Assisting the Managers and other members of the team.
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