Manages a personal lines insurance client portfolio, focusing on policy renewals, retention, client satisfaction, risk assessment, product advice, and new business development. The role requires negotiating renewal terms, resolving client inquiries, meeting sales and renewal targets, maintaining compliance, monitoring market developments, and collaborating with internal teams. Occasional client visits may be required.

Drives new business growth and provides tailored financial planning advice across life assurance, pensions, investments, protection, and savings. Generates leads, manages client relationships and portfolios, conducts financial reviews, presents compliant recommendations, achieves sales and retention targets, and identifies cross-selling opportunities. Maintains accurate client records, completes suitability assessments, stays current on regulations and products, and collaborates with sales and advisory teams.