Job Overview:
We are seeking a detail-oriented and proactive Insurance Portfolio Manager to join our team. As a key member, you will provide day-to-day support and servicing to existing clients on their insurance needs, delivering exceptional service with professionalism and efficiency.
Key Responsibilities:
* Manage renewals and renewal comparisons
* Handle ad-hoc customer requests including mid-term adjustments, claims reporting and management
* Identify new business opportunities and issue quotations to the client
* Carry out due diligence on customer risks and identify suitable market options and cover solutions
* Maintain accurate and clear documentation and file notes in line with system protocols
Requirements:
* APA or CIP qualification (or working towards)
* Experience working within a broking team with an understanding of insurance products and processes
* Strong interpersonal and communication skills with a customer-centric mindset
* A prominent level of attention to detail
* Collaborative team player who supports teammates and team leaders alike
What We Offer:
* Supportive and collaborative team culture
* Continuous professional development opportunities
* Competitive salary and benefits package