Professional Indemnity Portfolio Manager

2 weeks ago


Limerick, Limerick, Ireland beBeeSpecialist Full time
Job Summary

We are seeking a Senior Professional Indemnity Specialist to join our team.

This is a full-time, permanent role where you will have the opportunity to manage client relationships and grow your portfolio, providing professional insurance advice and risk management solutions.

Key Responsibilities
  • Manage client/prospect relationships and grow your portfolio, providing professional insurance advice and risk management solutions.
  • Negotiate with insurers for optimal coverage and terms that meet client requirements.
  • Handle your workload to service client relationships and complete placements timely.
  • Keep client information up to date.
  • Build strong relationships and collaborate with teams, treating others fairly and respectfully.
  • Manage renewals within required timelines, obtaining renewal information and preparing submissions.
  • Issue renewal terms and policy documents, ensuring accuracy and compliance.
  • Disclose issues in line with legislative requirements and adhere to relevant codes.
  • Deliver high-quality client service to maximize retention.
  • Advise clients on policy wordings, conditions, and exclusions.
Requirements
  • Experience as an Account Handler/Advisor in a brokerage/insurance environment.
  • Minimum requirement: Certified Insurance Practitioner (CIP), working towards MDI qualification.
  • Extensive knowledge of Professional Indemnity, Cyber, and Management Liability products.
  • Strong understanding of the client market and insurance industry network.


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