What are the responsibilities and job description for the Insurance Portfolio Manager position at International Citizens Insurance?
International Citizens Insurance (ICI) is seeking an Insurance Portfolio Manager to join our Group Benefits team. As a trusted partner for individuals navigating life abroad, we offer a unique opportunity to build long-term relationships with clients and drive business growth.
About the Role
The Insurance Portfolio Manager will be responsible for managing client portfolios, resolving service issues, and driving business growth. Key responsibilities include:
- Managing client relationships to ensure timely delivery of services and meeting client expectations.
- Identifying and resolving service issues related to billing, claims, eligibility, and coverage.
- Developing and executing strategies to improve client satisfaction and retention.
- Collaborating with the sales team to identify opportunities for upselling, cross-selling, and renewals.
- Demonstrating expertise in the insurance marketplace and building relationships with carrier representatives.
- Contributing to team efforts to drive customer satisfaction and organizational success.
Responsibilities
The Insurance Portfolio Manager will be responsible for:
- Managing client portfolios to ensure timely delivery of services and meeting client expectations.
- Developing and implementing strategies to improve client satisfaction and retention.
- Collaborating with the sales team to identify opportunities for upselling, cross-selling, and renewals.
- Demonstrating expertise in the insurance marketplace and building relationships with carrier representatives.
- Contributing to team efforts to drive customer satisfaction and organizational success.
Qualifications
To be successful in this role, candidates should have:
- A minimum of 3 years of experience in customer success, account management, or related roles, preferably in insurance or financial services.
- Exceptional written and verbal communication skills, with the ability to articulate complex information clearly.
- Proven ability to manage multiple clients and priorities in a fast-paced environment.
- Strong problem-solving skills and the ability to think critically and strategically.
- Experience with CRM systems and external portals.
- Proficiency in Google Workspace and Microsoft Office Suite.
- A proactive, customer-focused mindset with a commitment to delivering exceptional service.
