Insurance Portfolio Manager - Growth & Client Leadership

VanRath; Remote; GBP 40,000 - 60,000; Full time

Job summary

A renowned insurance brokerage is seeking a skilled Portfolio Manager to drive new business growth while managing an existing client portfolio throughout Northern Ireland. The role requires senior insurance sales experience and a thorough understanding of various insurance classes. The candidate will generate new business opportunities, maintain strong client relationships, and ensure compliance with FCA standards. This position involves frequent field visits and offers the chance to work within a well-established team.

Qualifications

• Senior insurance sales experience at Account Executive/Portfolio Manager level.
• High level knowledge of various classes of insurance.

Responsibilities

• Generate new business opportunities through referrals and relationships.
• Identify client risks and present tailored insurance solutions.
• Manage client relationships throughout the policy lifecycle.
• Liaise with insurer partners to negotiate competitive terms.
• Ensure accurate client records as per regulatory standards.
• Oversee timely policy documentation issuance.
• Stay informed of industry trends for client support.

Skills

Client relationship management

Commercial awareness

Cross-selling

Negotiation skills

Job description

A renowned insurance brokerage is seeking a skilled Portfolio Manager to drive new business growth while managing an existing client portfolio throughout Northern Ireland. The role requires senior insurance sales experience and a thorough understanding of various insurance classes. The candidate will generate new business opportunities, maintain strong client relationships, and ensure compliance with FCA standards. This position involves frequent field visits and offers the chance to work within a well-established team.