Broker Specialist Account Manager/Portfolio Manager

Salary: £56,000 - £84,000 per annum, plus annual bonus

Location: Eastleigh, Hampshire (Hybrid Working)

Contract Type: Permanent, Full Time

Our client is an award-winning Insurance Company and have been recognised as a UK Top Employer for the last three consecutive years.

They are looking for an experienced, Specialist Portfolio Manager to lead a team of highly specialised Key Accounts Managers, as well as driving the success of the business.

As the Broker Specialist Account Manager/Specialist Portfolio Manager, you will need to be an adept negotiator who demonstrates sensitivity towards the needs of internal and external stakeholders without allowing it to detract from objective decision making.
strategic thinking, commercial awareness, and the ability to plan and prioritise will be key for this role.

Main Responsibilities:

• To deliver and own budgeted GWP and COR targets in line with the business strategy across Specialist portfolio, designated Broker accounts and the Telematics portfolio.
  Drive growth opportunities in target markets and segments.


• Lead, develop and coach a team of Key Account Managers contributing to a robust succession plan linked to the wider Key Accounts/ Distribution ambition and direction.


• Set clear business and personal objectives for direct reports and ensure they take ownership/ accountability for their own personal development plans.


• Develop team members and promote continual learning to differentiate the clients Distribution Team from the rest of the market; become technical experts in the market, attaining and promoting a deep knowledge of non-standard products and product development.


• Deliver “best in market” account management to our Key Brokers and continue to create competitor envy.


• Build and maintain strong internal networks across the key business functions.


• Work closely with the Director of Distribution on strategic priorities and foster a culture of innovation from the wider team.


• Develop and own robust strategic business plans for each assigned Broker.


• Provide assigned Brokers with timely strategic and wider business updates.


• Provide market feedback and information that assists internal business functions.


• To create the right environment and performance culture across the team

Skills/Experience required as Specialist Portfolio Manager:

• Proven capability in senior portfolio management role, ideally within a business development or commercially focused role.


• Specialist Personal Lines insurance experience/expertise with a clear understanding of the Broker Distribution channel


• Demonstrable experience of developing and implementing account strategies and delivering new business opportunities.


• Proven delivery of core business targets and strategic objectives


• Detailed technical understanding and commercial awareness of the insurance market and regulatory framework.


• Previous line management experience and evidence of people development setting clear objectives and goals to support succession planning.


• The ability to lead, shape and influence negotiations with senior internal/external stakeholders.


• Collaborative approach to solving problems ensuring all perspectives are considered.


• Exceptional communication and presentation skills


• Proficient in Data Analytics

In return for your hard work and commitment, our client offers fantastic benefits, including:

• Flexible Working - our client gives employees flexibility around location (as long as it's within the UK) and, for many of our roles, flexibility within the working day to manage other commitments, such as school drop offs etc.


• Minimum of 31 days holiday (inc.
  bank holidays) and you can buy and sell days.


• Dental Insurance Health Cash Plan, Health Screening, Will Writing, Voluntary Critical Illness, Mental Health First Aiders, Well Being Activities - Yoga, Mindfulness.


• Annual Bonus Schemes, Annual Salary Reviews, Competitive Pension, Employee Savings, Employee Loans.


• Well-being activities, yoga, mindfulness sessions, Sports and Social Club events and more.


• Partner Life Assurance and Critical Illness cover


• Car Salary Exchange, Cycle Scheme, Vehicle Breakdown Cover


• Deals on various gadgets including Wearables, Tablets and Laptops.