Insurance Portfolio Manager

Location: Ringwood

Salary: £ DOE

Hours: 8.30am-5pm Mon-Fri - hybrid after probation

Benefits: 25 days hols, free parking, opportunity to buy more holiday

Aspire Jobs are working in partnership with our client within their H/O. They are a growing group and are now looking for an experienced Property Insurance Portfolio Manager to join their busy property team based in Ringwood.

The successful Property Insurance Portfolio Manager will have previous account handling experience from within property insurance. The role will see you managing accounts that deal with insurance for blocks of flats, residential property lets and commercial property lets.

Working 2 days a week in the office (Mon & Tues) the rest of the time will be spent working from home after training/probationary period.

They pride themselves on their high levels of customer service, and part of this Property Manager role will be about maintaining and exceeding these in line with Co. policy.

The role will see you developing and maintaining a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact and the preparation of presentations and the maintenance of manual and IT based office systems.

SALES

• To realise individual sales targets through the achievement of new business and renewal figures, self monitoring individual sales activity to ensure all avenues are maximised.
• To track and monitor progress of activity monitoring conversion rates for leads, appointments, quote and sales activity
• To adhere and support new and existing sales incentives across the company, i.e. Cross-selling, networking and referrals

CUSTOMER SERVICES

• To ensure that customer service levels are implemented and maintained to a high level, ensuring that team achieve results whereby at least 90% of clients are satisfied with the level of service provided
• To ensure that there are no more than 1% complaints per month for the department
• To ensure that telephone response times are maintained in accordance with specified parameters
• To ensure that all complaints are dealt with within 1 working day in accordance with FCA requirements, or if unresolved/unsatisfied such complaints are passed to compliance manager immediately

ACCOUNT MANAGEMENT

• Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team
• To ensure that full presentations are sent out to market, and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client
• Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients
• To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients
• Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date.
• Ensure that all renewals are actioned within FCA guidelines.