Insurance Portfolio Handler in Omagh
Insurance Portfolio Handler

Insurance Portfolio Handler in Omagh

Omagh Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage insurance portfolios, exceed targets, and build strong client relationships.
  • Company: Join a respected insurance brokerage with a supportive team culture.
  • Benefits: Negotiable salary, Β£5K bonus, and fantastic benefits.
  • Why this job: Make an impact in the insurance industry with real progression opportunities.
  • Qualifications: Relevant insurance experience and strong communication skills.
  • Other info: Dynamic role with a focus on professional growth and client satisfaction.

The predicted salary is between 36000 - 60000 Β£ per year.

VANRATH is partnering with a well-established, highly respected insurance brokerage to recruit an Enterprise Portfolio Handler.

Monday - Friday - Permanent role

Salary - Negotiable + OTE Β£5K Bonus & Real Progression Opportunities

Key Responsibilities
  • Meet or exceed new business, renewal, and cross-/up-sell targets
  • Conduct fact-finding, secure suitable quotes, and convert prospects
  • Identify and convert cross- and up-sell opportunities
  • Maintain accurate records and issue documentation promptly
  • Build strong client relationships to maximise retention
  • Collaborate with the Enterprise Team Lead on client servicing and new business
  • Develop technical and market knowledge of commercial products
  • Support premium collection and aged debt targets
  • Comply with FCA regulations and client management requirements
The Ideal Candidate

Relevant Insurance Experience

Benefits

Fantastic Benefits & Bonus

Insurance Portfolio Handler in Omagh employer: VanRath

VANRATH is an exceptional employer, offering a dynamic work environment in the heart of Belfast where employees can thrive in their careers as Insurance Portfolio Handlers. With a strong focus on professional development, competitive salaries, and a generous bonus structure, the company fosters a culture of collaboration and support, ensuring that every team member has the opportunity to excel and build lasting client relationships. Join us to be part of a respected insurance brokerage that values your contributions and prioritises your growth.
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Contact Detail:

VanRath Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Insurance Portfolio Handler in Omagh

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for an Enterprise Portfolio Handler role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their products and services, especially in commercial insurance. This will help you tailor your answers and show that you're genuinely interested in the role.

✨Tip Number 3

Practice your pitch! Be ready to explain how your relevant insurance experience makes you the perfect fit for the Enterprise Portfolio Handler position. Highlight your achievements in meeting targets and building client relationships.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about landing that job with us at VANRATH.

We think you need these skills to ace Insurance Portfolio Handler in Omagh

Insurance Experience
Client Relationship Management
Sales Skills
Fact-Finding
Quote Generation
Cross-Selling
Up-Selling
Record Keeping
Documentation Management
Collaboration
Technical Knowledge of Commercial Products
FCA Compliance
Premium Collection
Debt Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Insurance Portfolio Handler role. Highlight relevant experience and skills that match the job description, like your ability to meet targets and build client relationships.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific achievements in your previous roles that demonstrate your expertise in insurance and client management.

Showcase Your Knowledge: Demonstrate your understanding of the insurance industry in your application. Mention any relevant qualifications or experiences that show you’re up-to-date with market trends and FCA regulations.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!

How to prepare for a job interview at VanRath

✨Know Your Insurance Stuff

Make sure you brush up on your insurance knowledge, especially around commercial products. Familiarise yourself with the latest trends and regulations in the industry, as this will show that you're serious about the role and can hit the ground running.

✨Showcase Your Sales Skills

Prepare to discuss specific examples of how you've met or exceeded sales targets in the past. Think about times when you successfully converted prospects or identified cross-sell opportunities, as these stories will highlight your ability to drive business growth.

✨Build Rapport with the Interviewer

Remember, building strong client relationships is key in this role. Practice your interpersonal skills before the interview, and be ready to demonstrate how you can connect with clients and maintain their trust and loyalty.

✨Ask Insightful Questions

Prepare a few thoughtful questions about the company and the role. This shows your genuine interest and helps you understand how you can contribute to the team. For instance, ask about the company's approach to client retention or how they support their employees' professional development.

Insurance Portfolio Handler in Omagh
VanRath
Location: Omagh

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