Portfolio Renewal Specialist - General Insurance

Trusted Union Limited; Hong Kong; On-site; HKD 300,000 - 480,000; Full time

Job summary

Trusted Union Limited is seeking a capable General Insurance renewals specialist to manage a renewal portfolio from initial review to policy issuance. The role involves servicing commercial lines including employees' compensation, public liability, PI, property and cyber, with direct client and insurer interaction.

Candidate should have solid HK GI experience, strong attention to detail and be fluent in English and Cantonese, with HK licensing.

Qualifications

• Solid Hong Kong General Insurance experience.
• Strong knowledge of commercial General Insurance classes.
• Experience managing an existing renewal book or client portfolio.
• Ability to communicate with clients and insurers.
• Detail-oriented with ability to handle multiple deadlines.
• Experience with Employee Benefits / Group Medical.

Responsibilities

• Manage an existing portfolio of General Insurance renewals from initial review and quotation through recommendation, client confirmation, binding and policy issuance.
• Servicing commercial General Insurance including Employees' Compensation, Public Liability, Professional Indemnity, Property, Cyber, Directors & Officers, Crime and SME package policies.
• Review renewal premiums and coverage against existing policies and identify where alternative market terms should be considered.
• Manage Employee Benefits and Group Medical clients, employee additions and deletions, mid-term changes and insurer liaison.
• Support Private Medical Insurance enquiries, renewals and ongoing servicing.
• Communicate clearly and professionally with clients throughout the insurance and renewal process.
• Obtain quotations and follow up insurers on outstanding terms and requirements.
• Prepare clear insurance comparisons and client recommendations.
• Maintain accurate client, policy, renewal, task and follow-up information within our CRM.
• Managing deadlines and follow-ups in a structured and disciplined manner.

Skills

General Insurance

Portfolio management

Client-facing

Attention to detail

English and Cantonese

Education

Hong Kong General Insurance licence

Life licence

Tools

CRM software

Insurance quoting tools

Job description

Trusted Union Limited is seeking a capable General Insurance renewals specialist to manage a renewal portfolio from initial review to policy issuance. The role involves servicing commercial lines including employees' compensation, public liability, PI, property and cyber, with direct client and insurer interaction.

Candidate should have solid HK GI experience, strong attention to detail and be fluent in English and Cantonese, with HK licensing.