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Insurance portfolio manager

Tralee
beBeeNegotiation
Portfolio manager
Posted: 26 September
Offer description

Our team is seeking a skilled Insurance Portfolio Manager. This role involves managing and servicing personal lines insurance accounts, focusing on Motor and Home policies.

* Manage Renewals: Review, re-broker, and negotiate Home & Motor insurance renewals.
* Customer Service: Handle queries, perform mid-term adjustments, and maintain strong customer relationships.
* New Business & Quotations: Set up new insurance quotations, take payments, and issue client documentation.
* Provider Liaison: Negotiate with insurers and maintain productive relationships with providers.
* Record Keeping & Reporting: Maintain accurate computer records, prepare reports, and research insurance policies and products.
  • * APA qualified at a minimum.
    * Strong understanding of personal lines insurance (Home & Motor).
    * Experience working in a customer-facing insurance role, ideally within a personal lines team.
    * Familiarity with Applied systems or similar insurance administration platforms is an advantage.

    * Personal lines insurance home insurance motor insurance renewals customer service negotiation

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