Insurance Portfolio Manager

4 dni temu


Warszawa, Mazovia, Polska Aon Hewitt Pełny etat
Account Management Role
Aon Hewitt is seeking a skilled Insurance Portfolio Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of retail insurance accounts. You will serve as the primary point of contact for clients, ensuring their insurance needs are met while identifying opportunities for upselling and cross-selling our products.

Key Accountabilities
  • Develop and maintain strong relationships with clients to understand their insurance needs and objectives.
  • Collaborate with internal teams to create customized insurance solutions that align with client needs.
  • Monitor industry trends and changes to ensure clients are informed about relevant updates and new offerings.
  • Maintain accurate records of client interactions and account activity in the CRM system.

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