Account Handler
Core
Managing a portfolio of approximately 250 customers to optimize retention and grow the portfolio through tailored insurance solutions.
Role type
Account Manager (Commercial Insurance)
Builds
Customer retention and portfolio growth
Domain
Commercial Insurance
Deliverable
client delivery
Required skills
Commercial insurance experience, technical acumen across business sectors, advisory skills, communication skills, planning skills, analytical skills, risk awareness, upselling ability
Responsibilities
Managing a portfolio of circa 250 customers, sourcing appropriate products and placement solutions, assisting in the renewal process, liaising with third-party insurers, identifying opportunities to upsell and grow the portfolio