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Commercial insurance portfolio manager

Shannon
beBeeBusiness
Portfolio manager
Posted: 6 December
Offer description

Job Overview:

This role involves managing a portfolio of commercial clients to deliver tailored insurance solutions and drive business growth.

The ideal candidate will possess strong technical knowledge, excellent communication skills, and experience in commercial insurance.

* Portfolio Management: Manage and retain a portfolio of commercial clients to foster long-term relationships and ensure client satisfaction.
* Renewals and New Business: Handle renewals, Master Trading Agreements (MTAs), and new business with professionalism and accuracy, ensuring seamless transitions and minimal disruptions.
* Insurance Expertise: Provide expert advice across Property, Liability, Fleet, Professional Indemnity (PI), and other areas of commercial insurance.
* Negotiations and Partnerships: Negotiate competitive terms with insurer partners to secure the best possible outcomes for clients.
* Sales and Growth: Identify and pursue new business opportunities to drive revenue growth and expand the client base.

Maintain accurate client records and ensure compliance with all relevant regulations and industry standards at all times.

Collaborate with colleagues to deliver exceptional client experiences and achieve collective goals.

* Achieve high levels of client satisfaction through proactive portfolio management and tailored insurance solutions.
* Develop and maintain strong relationships with insurer partners to negotiate favorable terms and ensure smooth claim settlements.
* Pursue opportunities to expand the client base and drive revenue growth through strategic sales and marketing initiatives.

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