Commercial Portfolio Service Specialist

1 day ago

Cork, Cork, Ireland beBeeManager Full time €45,000 - €60,000
Insurance Account Manager

We are currently recruiting for an Insurance Account Manager to join our team. In this role, you will service a commercial portfolio of customers and provide end-to-end servicing to a panel of mid-large customers.

Key Responsibilities:

  • Provide ongoing servicing to existing clients and closely manage the relationships throughout the renewal cycle to ensure retention of the account.
  • Analyse customer needs and identify opportunities to strengthen their risk management structures.
  • Identify cross-selling opportunities for the Sales team where possible.
  • Market and present customer accounts to insurers and negotiate premiums in turn on their behalf.
  • Collect and submit any additional information required by underwriters and follow up to ensure placement of the risk.
  • Input all information correctly onto Applied Relay and ensure clear and concise file notes.
  • Monitor and review business figures (new business, renewals, fees & commission, margins etc) and ensure collection of monies due on the account.
  • Attend customer meetings with the Sales team on prospects and provide subject matter expert support as required.
  • Lead and participate in business projects as they arise.
  • Stay abreast of insurer appetites and competitor activity in the marketplace and react accordingly.
  • Ensure compliance with regulatory requirements and business ethics.

Required Skills and Qualifications:

  • 3 + years' experience working in commercial broking OR relevant insurance experience.
  • Good knowledge of commercial insurances product ranges across the various markets.
  • Cyber Liability Insurance knowledge is desirable.
  • Customer knowledge and understanding of their business and industry sectors.
  • Proven track record in customer account management and retention.
  • Clear and comprehensive understanding of the regulatory environment.

Benefits:

  • Discounted Personal Insurances.
  • Active Sports & Social Club.
  • Pension & Associated Benefits.
  • Generous Parental Leave Policies.
  • Stock Purchase Schemes for Teammates.
  • Insurance Exam Support Scheme including paid study leave.
  • Employee Assistance Programme.
  • Onsite parking.

About the Role:

This role will be pivotal to retaining profitable existing business and generating new business where possible. We are committed to fostering an inclusive culture, which comprises people from all backgrounds, bringing their unique experiences and perspectives into work each day.

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