Insurance Portfolio Manager

3 weeks ago


Toms River, New Jersey, United States CPS Full time
Job Title:
Insurance Portfolio Manager

Location:
Toms River, NJ

Job Description:
We are seeking a dedicated and experienced Insurance Portfolio Manager to manage a portfolio of personal insurance accounts, providing exceptional service to clients, and assisting with the growth and retention of our business.

Responsibilities:
Serve as the primary point of contact for a designated portfolio of personal insurance clients.
Review and analyze insurance policies to ensure adequate coverage and recommend appropriate adjustments as needed.
Process policy endorsements, renewals, and cancellations accurately and in a timely manner.
Assist clients with inquiries, claims, and billing issues, providing prompt and professional resolution.
Develop and maintain strong relationships with clients, insurance carriers, and underwriters.
Educate clients on insurance products, coverage options, and risk management strategies.
Collaborate with insurance carriers to negotiate terms, pricing, and coverage for clients.
Conduct annual policy reviews to assess coverage needs and identify opportunities for account growth.
Stay informed about industry trends, regulations, and best practices to effectively advise clients.

Requirements:
Proven experience as an Insurance Portfolio Manager or similar role in the insurance industry.
Strong knowledge of personal insurance products, coverage options, and underwriting processes.
Excellent interpersonal and communication skills, both verbal and written.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Detail-oriented with a high level of accuracy in data entry and documentation.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and insurance management software.
Property and Casualty

Benefits:
Health, dental, and vision insurance plans.
Retirement savings plan with employer matching.
Paid time off and holidays.
Professional development and training opportunities.
Hybrid schedule 1-2 days in office

CPS
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