Portfolio handler Work, Jobs in Limavady, Dry (with Salaries)

Portfolio Handler
Dickson + Co —Limavady
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
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Terex Corporation —Ballymoney
- Full-time
- English
- Continuous improvement
- Free parking
2d

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Portfolio Handler

Dickson + Co -
Limavady

Quick apply

Job details

Full-time
£25,000 - £32,000 a year

Benefits

Free parking
Store discount
Company pension
Private medical insurance
Employee discount

Qualifications

Financial Conduct Authority guidelines
Client engagement
Filing
Complaint handling
Contract renewal support
Customer renewal management
Relationship management
Insurance sales
Add-on sales

Full job description

Contribute to the growth of the Dickson commercial book by servicing clients to maximise retention and client satisfaction, and provide competitive, value for money quotations to prospects to maximise new business conversion. Work closely with the Portfolio Manager(s) and insurers to provide a seamless offering to clients, all in accordance with agreed procedures and regulatory requirements

1. Achieve or over-achieve against quarterly and annual New Business, Renewal, and where specified cross-sell and up-sell targets

2. Work with the Portfolio Manager(s) to complete comprehensive fact-finding with prospects and clients to identify all risk requirements and gaps in cover, liaise with underwriters to provide a quotation that meets their requirements, and convert the prospect into business

3. Seek areas to up-sell or cross-sell additional relevant covers throughout the year, obtain competitive terms, and work with the Portfolio Manager(s) to present and convert

4. Maintain clear and accurate systems and file records throughout the year of all discussions and negotiations relating to the client’s insurance programme, including those with insurers, and ensure that client and underwriter documentation is checked for accuracy and issued in a timely manner

5. Build close working relationships with clients that will maximise likelihood of retention, by servicing their requirements throughout the year

6. Work closely with Portfolio Manager(s) to ensure that responsibilities for servicing clients and pursuing new business are clearly agreed, understood, and fairly shared

7. Develop technical knowledge on farm and ancillary products, and market knowledge through discussions with insurers, colleagues and other industry experts, reading the press, and in general keeping up to date with relevant industry and sector developments

8. Support colleagues in accounts in ensuring the timely collection of outstanding premiums, and achievement of aged debt targets

9. Ensure that relevant FCA regulations with regard to client management are adhered to, including complaints management, the issue of policy documentation, and disclosure to insurers

Job Type: Full-time

Pay: £25,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Private medical insurance
Store discount

Work Location: In person

Quick apply

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