About this role
Role Overview
- Manage a portfolio of micro/small SME group risk clients
- Proactively contact clients at renewal points
- Ensure that renewal income from the portfolio remains at appropriate levels
- Proactively explore opportunities to expand income from existing clients
- Win new group risk business through referral channels
- Maintain high levels of client satisfaction
- Ensure compliance and business standards KPI scores
- Transparent and timely reporting of renewal income and new business figures
- Develop and maintain strong relationships with insurance providers
Requirements
- Group risk experience in a broking or advisory environment
- Strong understanding of group risk products
- Experience managing and maintaining a portfolio of group risk clients
- GR1 qualified (or working towards)
- Experience in using Microsoft Office programmes
Benefits
- Renewal and new business bonuses
- Training and development opportunities