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Corporate - SME Insurance (Broking Insurance)

IAssess Consultants LLP
Full Timemid
INPosted 19 days ago

Job Description

You will be responsible for managing and growing a portfolio of small and medium enterprise clients in the insurance sector. Your role involves deeply understanding the insurance needs of clients, delivering tailored solutions, and ensuring exceptional service throughout the client journey. By partnering with businesses, you will assist in protecting their assets, minimizing risk, and maximizing value, thereby driving client satisfaction, retention, and revenue growth.

  • *Key Responsibilities:**
  • Oversee a portfolio of SME clients, monitor their insurance requirements, and engage proactively to ensure high satisfaction and loyalty.
  • Build and nurture strong client relationships by understanding business needs and providing personalized guidance on suitable insurance products.
  • Identify and pursue new business opportunities within the SME sector to expand the client base and contribute to revenue growth.
  • Sell core insurance solutions and cross-sell other financial products strategically to meet broader client needs.
  • Collaborate with internal teams (underwriting, operations & customer support) to deliver seamless service, addressing client inquiries and concerns promptly.
  • Conduct regular portfolio reviews, identify coverage gaps, and provide advice on renewals and policy enhancements.
  • *Qualifications:**
  • Bachelor's degree in Business, Finance, Insurance, or a related field.
  • Experience in insurance sales, client servicing, or SME relationship management.

The ideal candidate should possess excellent communication, interpersonal, and negotiation skills. They should have a proven ability to achieve sales targets and grow business relationships. A strong understanding of insurance products relevant to SMEs, a customer-centric approach, as well as the ability to work collaboratively across teams while managing priorities effectively are essential for this role. Additionally, insight into the unique needs and challenges facing SME clients will be beneficial.

Please note that additional details about the company were not provided in the job description. You will be responsible for managing and growing a portfolio of small and medium enterprise clients in the insurance sector. Your role involves deeply understanding the insurance needs of clients, delivering tailored solutions, and ensuring exceptional service throughout the client journey. By partnering with businesses, you will assist in protecting their assets, minimizing risk, and maximizing value, thereby driving client satisfaction, retention, and revenue growth.

  • *Key Responsibilities:**
  • Oversee a portfolio of SME clients, monitor their insurance requirements, and engage proactively to ensure high satisfaction and loyalty.
  • Build and nurture strong client relationships by understanding business needs and providing personalized guidance on suitable insurance products.
  • Identify and pursue new business opportunities within the SME sector to expand the client base and contribute to revenue growth.
  • Sell core insurance solutions and cross-sell other financial products strategically to meet broader client needs.
  • Collaborate with internal teams (underwriting, operations & customer support) to deliver seamless service, addressing client inquiries and concerns promptly.
  • Conduct regular portfolio reviews, identify coverage gaps, and provide advice on renewals and policy enhancements.
  • *Qualifications:**
  • Bachelor's degree in Business, Finance, Insurance, or a related field.
  • Experience in insurance sales, client servicing, or SME relationship management.

The ideal candidate should possess excellent communication, interpersonal, and negotiation skills. They should have a proven ability to achieve sales targets and grow business relationships. A strong understanding of insurance products relevant to SMEs, a customer-centric approach, as well as the ability to work collaboratively across teams while managing priorities effectively are essential for this role. Additionally, insight into the unique needs and challenges facing SME clients will be beneficial.

Please note that additional details about the company were not provided in the job description.

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