Senior Portfolio Manager
6 days ago
As a key member of Carlysle Human Capital's team, we are seeking an experienced and skilled Senior Portfolio Manager to join our organization. This is an exciting opportunity for the right individual to drive business growth and develop their expertise in portfolio management.
About the RoleThe ideal candidate will be responsible for managing a portfolio of existing clients, providing high-level service and support to ensure their needs are met and exceeded. Key responsibilities include:
- Client Portfolio Management: Provide proactive underwriting and administrative support to assigned clients, ensuring their policies are up-to-date and their needs are met.
- Premium & Payment Management: Monitor unpaid premiums and resolve payment issues in a timely and efficient manner.
- Policy Renewals & Retentions: Manage policy renewals, conduct risk assessments, and implement strategies to reduce lapse rates and improve client retention.
- Policy Endorsements & Amendments: Process changes in cover, asset details, and client information in a seamless and efficient manner.
- Underwriting & Quoting: Conduct risk assessments, provide quotes, and re-broke as needed to ensure accurate and competitive pricing.
- Client Engagement: Build strong relationships with clients through regular communication, including 25+ client meetings per day via Zoom or phone to discuss policies and address concerns.
In addition to these key responsibilities, the successful candidate will also manage cancellations, track device installations, process refunds, and ensure compliance with regulatory requirements.
We are looking for a highly skilled and detail-oriented professional who is passionate about delivering exceptional results and building long-term relationships with clients. If you have a strong background in underwriting and administration, excellent communication skills, and a customer-centric approach, we encourage you to apply for this exciting opportunity.
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