Insurance Portfiolio Manager

www.topfinancialjobs.co.uk - Jobboard; Ringwood; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A growing property team in Ringwood is seeking an experienced Insurance Portfolio Manager. The role involves managing accounts for residential and commercial properties, ensuring high customer service standards, and achieving sales targets. This position offers a hybrid working model after probation and includes benefits such as 25 days of holiday and free parking.

Benefits

25 days holiday

Free parking

Opportunity to buy more holiday

Qualifications

• Prior account handling experience in property insurance or general household insurance.
• Ability to maintain high customer service standards.
• Experience in managing client interactions and documentation.

Responsibilities

• Develop and maintain a portfolio of clients, focusing on long-term relationships.
• Achieve individual sales targets through new business acquisition and renewals.
• Maintain high customer service levels, aiming for at least 90% client satisfaction.

Skills

Account handling

Customer service

Sales

Job description

Location: Ringwood

Salary: £ DOE

Hours: 8.30am-5pm Mon-Fri - hybrid after probation

Benefits: 25 days hols, free parking, opportunity to buy more holiday

Aspire Jobs is partnering with our client at their Head Office. They are a growing group seeking an experienced Insurance Portfolio Manager to join their busy property team in Ringwood.

The successful candidate will have prior account handling experience in property insurance or general household insurance. Your responsibilities will include managing accounts related to insurance for blocks of flats, residential properties, and commercial properties.

The role involves working in the office on Mondays and Tuesdays, with the option to work from home thereafter, following training and probation.

The company prides itself on high customer service standards. As a Property Manager, you'll focus on maintaining and exceeding these standards in line with company policy.

Job Description

You will develop and maintain a portfolio of clients, fostering long-term relationships through new business, renewals, and adjustments. This includes client contact, preparing presentations, and managing office systems manually and digitally.

Key Responsibilities

Sales

• Achieve individual sales targets through new business acquisition and renewals, monitoring activity to maximize opportunities.
• Track and analyze progress, conversion rates for leads, appointments, quotes, and sales.
• Support sales incentives such as cross-selling, networking, and referrals.

Customer Service

• Maintain high customer service levels, aiming for at least 90% client satisfaction.
• Keep complaints below 1% per month.
• Respond to telephone inquiries promptly.
• Handle complaints within one working day, escalating unresolved issues to the compliance manager as needed.

Account Management

• Meet clients’ insurance and risk management needs satisfactorily.
• Send comprehensive market presentations and manage them to secure the best premiums and coverage.
• Inform clients of all relevant insurance matters promptly and accurately, presenting recommendations clearly.
• Follow administration procedures to produce and distribute documentation accurately.
• Record all client interactions thoroughly in manual and digital systems, keeping files up to date.
• Process renewals within FCA guidelines.