Job Description
We are seeking an experienced Account Portfolio Specialist to join our team at Cammack Recruitment. The successful candidate will be responsible for maintaining a portfolio of commercial insurance clients, including commercial combined, liability, fleet, and property owners risks.
Main Responsibilities:
* Maintain accurate and up-to-date documentation for existing clients;
* Issue client documentation efficiently and effectively;
* Chase insurers for outstanding documentation and resolve any issues promptly;
* Advise insurers of mid-term adjustments and process necessary documentation in a timely manner;
* Prepare professional presentations for quotations to prospective clients;
* Broker new business risks and refer queries to line manager as needed;
* Process renewals accurately and ensure they are completed on time;
* Re-broker renewal business as required and negotiate with insurers to secure the best possible terms;
* Provide exceptional customer service and deal professionally with enquiries and queries from insurers and clients;
* Liaise with insurers and underwriters to identify business opportunities and maintain strong relationships;
* Compile and provide management information and reports to directors;
* Maintain an effective diary system to stay organized and focused.
About the Role
This is a fantastic opportunity for a skilled Account Portfolio Specialist to join our team and take their career to the next level. As a key member of our team, you will have the chance to work with a diverse range of clients and develop your skills in account management, negotiation, and customer service.
The ideal candidate will have a proven track record in account management, excellent communication and negotiation skills, and the ability to work well under pressure. You will also have a solid understanding of commercial insurance products and services.
Salary and Benefits
We offer a competitive salary of £45,000 per annum, plus benefits including a bonus structure based on performance, professional development opportunities, and a supportive team environment.