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For Companies At a Glance
- Tasks: Join us as a Portfolio Handler, focusing on client relationships and business growth in insurance.
- Company: Be part of a leading, independent Insurance Brokerage with 33 years of success and 15 branches across NI.
- Benefits: Enjoy a competitive salary, bonuses, private medical care, and 22 days annual leave plus stats.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make a real impact.
- Qualifications: 1+ years in insurance, strong communication skills, and a knack for building client relationships required.
- Other info: We value diversity and are committed to providing equal opportunities for all applicants.
The predicted salary is between 21600 - 42000 £ per year.
Honeycomb is delighted to partner with a leading Insurance Brokerage Company to recruit for a Portfolio Handler. This role would suit someone who\’d like to join an expanding business, and who wants to get rewarded for a job well done. Must have experience in business development and building relationships with clients in the insurance industry.
The Client
Our client is one of the largest independently owned Insurance Brokers in NI, with their head office based in Omagh. They have been trading for 33 years, and through organic growth and acquisitions, have built a network of 15 branches across NI & 2 locations in ROI. They put their customers at the heart of everything they do and have an excellent reputation on the market as a leader in their field.
The Role
The role as a Portfolio Handler will sit within the Commercial division. Typical duties will include:
- Fact finding to ensure appropriate insurance needs are met
- Contribute to growth by generating new leads, identifying opportunities, and developing new business
- Identify opportunities for up selling against quarterly, and annual New Business and Renewal targets
- Staying updated on industry regulations and ensuring compliance
- Working closely with internal teams and external stakeholders
- Updating computer systems with customer details to ensure accurate records are maintained
Essential Criteria
- At least 1 years experience in the insurance industry developing client relationships, generating leads, and meeting sales targets
- Good understanding of insurance products, policies and industry regulations
- A desire to contribute to the growth of the client book by building new client relationships
- Ability to identify and address client needs, negotiate, and resolve issues
- High attention to detail
- Excellent communication and interpersonal skills
Package
- Salary up to £30k, depending on skills & experience
- Potential to earn up to £6k annually in bonus
- Pension contribution
- Private medical care
- Store discount
- 22 days annual leave, plus stats
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Gabriella Tomb, Specialist Recruitment Consultant at Honeycomb on 028 96207050. If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. #J-18808-Ljbffr
Insurance Portfolio Handler employer: Honeycomb
Contact Detail:
Honeycomb Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Portfolio Handler
✨Tip Number 1
Network within the insurance industry by attending local events or joining relevant online forums. Building relationships with professionals in the field can lead to valuable insights and potential job referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in the insurance sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry and your potential employer.
✨Tip Number 3
Prepare specific examples of how you've successfully developed client relationships and generated leads in your previous roles. Being able to articulate your achievements clearly can set you apart from other candidates.
✨Tip Number 4
Research the company thoroughly before your interview. Understanding their values, culture, and recent developments will allow you to tailor your responses and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Insurance Portfolio Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the insurance industry, particularly in business development and client relationship management. Use specific examples to demonstrate how you've met sales targets and contributed to growth.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of insurance products and regulations, and explain how your skills align with the responsibilities of a Portfolio Handler.
Highlight Relevant Experience: In your application, emphasise any previous roles where you developed client relationships or generated leads. Be specific about your achievements and how they relate to the requirements outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Honeycomb
✨Know Your Insurance Products
Make sure you have a solid understanding of various insurance products and policies. This knowledge will help you answer questions confidently and demonstrate your expertise in the field.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your ability to identify client needs and provide tailored solutions.
✨Demonstrate Your Business Development Experience
Be ready to discuss specific instances where you've generated leads or contributed to business growth. Use metrics or achievements to illustrate your impact in previous roles.
✨Stay Updated on Industry Regulations
Familiarise yourself with current industry regulations and compliance requirements. Being knowledgeable about these aspects shows your commitment to professionalism and can set you apart from other candidates.
