Insurance Portfolio Manager

Aspire Jobs; Ringwood; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the insurance sector is seeking a Property Insurance Portfolio Manager to join their team in Ringwood. The role involves managing accounts for residential and commercial properties, ensuring high levels of customer service, and achieving sales targets. The successful candidate will have a strong background in property insurance and a commitment to client satisfaction.

Benefits

25 days holiday

Free parking

Opportunity to buy more holiday

Qualifications

• Previous account handling experience within property insurance or general household insurance.
• Experience in managing insurance accounts for residential and commercial properties.

Responsibilities

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

Skills

Customer Service

Account Management

Sales

Job description

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

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

Aspire Jobs are working in partnership with our client at their Head Office. They are a growing group and are now looking for an experienced Property Insurance Portfolio Manager to join their busy property team based in Ringwood.

The successful Property Insurance Portfolio Manager will have previous account handling experience within property insurance or general household insurance.

The role involves managing accounts related to insurance for blocks of flats, residential property lets, and commercial property lets.

Working 2 days a week in the office (Monday & Tuesday), with the rest of the time working from home after training/probation.

They pride themselves on high levels of customer service, and maintaining and exceeding these standards will be part of this Property Manager role in line with company policy.

Location: Ringwood

Job Description

The role involves developing and maintaining a portfolio of clients to foster long-term relationships, including new business, renewals, and adjustments, through client contact, presentations, and maintaining manual and IT-based systems.

Sales

• Achieve individual sales targets through new business and renewal figures, self-monitoring activity to maximize all avenues.
• Track and monitor progress of activity, including 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.
• Ensure complaints are kept below 1% per month for the department.
• Maintain telephone response times within specified parameters.
• Handle all complaints within 1 working day per FCA requirements, escalating unresolved issues to the compliance manager.

Account Management

• Meet clients' insurance and risk management needs to their satisfaction.
• Send out and actively manage market presentations to obtain the best premiums and coverage.
• Inform clients of all insurance matters promptly and accurately, presenting recommendations and options clearly.
• Follow established administration processes for documentation and communication.
• Accurately record all instructions and conversations, ensuring client files are up-to-date.
• Action all renewals within FCA guidelines.