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For Companies At a Glance
- Tasks: Manage property insurance accounts and build long-term client relationships.
- Company: Join a growing insurance group known for exceptional customer service.
- Benefits: Enjoy 25 days holiday, free parking, and hybrid working after probation.
- Why this job: Be part of a dynamic team focused on client satisfaction and professional growth.
- Qualifications: Previous experience in property or household insurance is essential.
- Other info: Work 2 days in the office and 3 days from home post-training.
The predicted salary is between 36000 - 60000 £ per year.
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 or general household 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 company policy.
Job Description
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.
- 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.
- 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.
Insurance Portfiolio Manager employer: Aspire Jobs
Contact Detail:
Aspire Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Portfiolio Manager
✨Tip Number 1
Familiarise yourself with the latest trends in property insurance and risk management. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who specialise in property insurance. Attend relevant events or join online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client accounts in the past. Highlight your ability to maintain high customer service levels and exceed sales targets, as these are key aspects of the role.
✨Tip Number 4
Research the company’s values and customer service philosophy. Be ready to explain how your personal approach aligns with their commitment to high levels of customer satisfaction, which is crucial for this position.
We think you need these skills to ace Insurance Portfiolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in property insurance or general household insurance. Focus on your account handling skills and any achievements related to sales targets and customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to manage client portfolios and exceed customer service expectations.
Highlight Relevant Skills: In your application, emphasise skills such as sales tracking, customer service excellence, and account management. Use examples from your previous roles to illustrate how you have successfully met client needs.
Follow Application Instructions: Ensure you carefully follow any specific instructions provided in the job listing. This may include submitting documents in a particular format or answering specific questions in your application.
How to prepare for a job interview at Aspire Jobs
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of property insurance and general household insurance. Be prepared to discuss specific types of policies, coverage options, and the nuances of managing accounts for blocks of flats and commercial properties.
✨Demonstrate Customer Service Skills
Since the company prides itself on high levels of customer service, be ready to share examples of how you've maintained or exceeded customer satisfaction in previous roles. Highlight any metrics or feedback that showcase your success in this area.
✨Showcase Your Sales Acumen
Prepare to discuss your experience with achieving sales targets, managing leads, and converting prospects into clients. Bring examples of how you've successfully tracked and monitored your sales activities to meet or exceed goals.
✨Familiarise Yourself with FCA Guidelines
Understanding the Financial Conduct Authority (FCA) guidelines is crucial for this role. Be ready to explain how you ensure compliance in your work, particularly regarding client communications and complaint handling.
