Trainee Insurance Portfolio Manager

We are working on behalf of a well-respected insurance specialist who is looking to grow its commercial team. They are seeking a motivated individual with a background in Household insurance who is ready to take the next step in their career and transition into a Property Insurance Portfolio Manager role.

This is an excellent opportunity to join a professional, forward-thinking company that will provide full support and on-the-job training to help you develop the skills needed for success in the commercial property insurance space.

The Opportunity

• Step into a commercial insurance role with structured support and development.
• Manage a growing portfolio of property insurance clients - starting with renewals and adjustments, and moving into full account handling.
• Learn how to build and maintain long-term client relationships across a range of property and real estate risks.
• Be part of a collaborative and supportive team environment.

Key Responsibilities

• Handle client enquiries, policy renewals, and mid-term adjustments.
• Learn to prepare insurance presentations, liaise with insurers, and provide tailored recommendations to clients.
• Develop an understanding of commercial insurance products, market placement, and FCA compliance.
• Maintain accurate client records using manual and digital systems.
• Deliver excellent customer service and contribute to strong retention levels.

Key Skills

• Experience working in household insurance
• Keen to develop a career in commercial/property insurance.
• Strong communication and customer service skills.
• A proactive, team-oriented approach with a willingness to learn.
• Good administrative and organisational abilities.
• Ideally working towards or interested in gaining CII qualifications (support provided).

What’s on Offer

• Full training and support to transition into a commercial insurance role.
• Opportunity to build a long-term career in a stable and growing business.
• Competitive salary and benefits package.
• Supportive, professional working environment with a focus on development.

Hybrid working when fully trained