Job Description
Corporate -SME Insurance (Broking Insurance)
Manage and grow a portfolio of small and medium enterprise clients by deeply understanding their insurance needs, delivering tailored solutions, and ensuring exceptional service at every stage of the client journey. I partner with businesses to protect their assets, minimise risk, and maximise value while driving client satisfaction, retention, and revenue growth.
What I Do
Oversee a portfolio of SME clients, continuously monitoring their insurance requirements and proactively engaging to ensure high satisfaction and loyalty.
Build and nurture strong client relationships by understanding business needs and providing personalised 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 strategically cross-sell other financial products 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, uncover coverage gaps, and advise on renewals and policy enhancements.
Skills & Strengths
Excellent communication, interpersonal, and negotiation skills.
Proven ability to achieve sales targets and grow business relationships.
Strong understanding of insurance products relevant to SMEs.
Customer-centric approach with a focus on long-term relationship development.
Insight into the unique needs and challenges facing SME clients.
Ability to work collaboratively across teams while managing priorities effectively.
Qualifications
Bachelor's degree (Business, Finance, Insurance, or related field)
Experience in insurance sales, client servicing, or SME relationship management.
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Skills: broking insurance,b2b,corporate sme,genral insurance,broking,insurance
