
Commercial Portfolio Specialist
6 days ago
We are seeking a skilled and experienced professional to fill a key role within our Operations Team. In this position, you will be responsible for servicing a commercial portfolio of customers and providing end-to-end servicing to a panel of mid-large customers.
Key Responsibilities:- Provide ongoing support to existing clients and closely manage relationships throughout the renewal cycle to ensure retention of the account.
- Analyse customer needs and identify opportunities to strengthen risk management structures.
- Identify cross-selling opportunities for the Sales team where possible.
- Market and present customer accounts to insurers and negotiate premiums on their behalf.
- Collect and submit additional information required by underwriters and follow up to ensure placement of the risk.
- Input all information correctly onto our system and ensure clear and concise file notes.
- Monitor and review business figures and ensure collection of monies due on the account.
- Attend customer meetings with the Sales team and provide subject matter expert support as required.
Requirements:
- 3 + years' experience working in commercial broking or relevant insurance experience.
- Good knowledge of commercial insurances product ranges across various markets.
- Professional qualifications such as APA/CIP would be beneficial.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits:
- Market competitive salary.
- Discounted personal insurances.
- Active sports and social club.
- Pension and associated benefits.
- Generous parental leave policies.
- Stock purchase scheme.
- Hybrid working opportunities.
- Employee assistance programme.
- Onsite parking.
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