Personal Lines Insurance Manager

16 hours ago

Dublin, Dublin City, Ireland beBeePortfolio Full time €40,000 - €60,000
Insurance Portfolio Manager Job Summary

We are seeking a highly skilled Insurance Portfolio Manager to join our team. The successful candidate will be responsible for managing a portfolio of clients, ensuring their needs are met and fostering long-term loyalty.

The Insurance Portfolio Manager will oversee the renewal process for personal lines insurance policies, including reviewing terms, negotiating renewals, and ensuring timely completion. They will also evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options.

  • Key Responsibilities:

  • Maintain and strengthen relationships with existing clients to ensure high levels of satisfaction and retention.

  • Oversee the renewal process for personal lines insurance policies, including reviewing terms, negotiating renewals, and ensuring timely completion.

  • Evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options.

  • Provide exceptional service by addressing client inquiries, resolving issues promptly, and ensuring a high level of client satisfaction.

  • Ensure New Business/Renewal targets are achieved.

  • Implement Company Compliance and office procedures including New Business Development and Renewal Procedures document.

  • Stay up-to-date with market practice and product availability, providing feedback to Management in relation to market issues, including pricing, service levels, and product development.

  • Collaborate with other teams within the Group to facilitate training, product development, and operational efficiencies.

  • Attend client visits with Management as required.

  • Adhere to Compliance outlined in Handbook and Procedures Manual.

Requirements:

  • Minimum 1-3 years' experience in an insurance role.

  • Minimum APA Personal Lines or Grandfathered with proof of up-to-date CPD.

  • Excellent technical product knowledge and knowledge of personal lines insurance market.

  • Proven track record of managing a portfolio of clients, particularly handling policy renewals and addressing client inquiries.

  • Ability to build and maintain strong relationships with clients to ensure high levels of satisfaction and retention.

About Us

We are a global insurance intermediary group with over 500 employees across 24 local offices advising clients on their commercial insurance, personal insurance, health insurance, life, and pensions requirements.

Our success is primarily down to the incredible people we employ. We value diversity and are looking for individuals who share our values:

  • Bravery to try something new.

  • Supporting each other in small everyday moments and bigger challenges.

  • Determination to make a positive difference at work and beyond.

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