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As the Branch Manager, you will report to the Regional Director and be responsible for overseeing the day-to-day operations of the executive teams, supporting the delivery of team key performance objectives.
Job Responsibility:
Managing the team of executives on a day-to-day basis, including service level delivery and maintaining adequate resources
Monitoring team renewal, new business, and task progress daily
Ensuring team compliance with FCA requirements
Develop and execute strategic plans to achieve sales targets and expand the customer base within the commercial segment
Build and maintain strong relationships with key stakeholders and decision-makers within commercial accounts
Identify and address client needs, providing tailored solutions and recommendations to drive business growth and customer satisfaction
Collaborate with internal teams to ensure seamless delivery of products and services to commercial clients
Proactively monitor and analyse account performance, identifying areas for improvement and implementing strategies to maximize customer retention and revenue growth
Stay current with industry trends and market conditions, providing insights and recommendations to internal teams and clients
Leading and developing the team to achieve KPI targets
Working with senior managers to implement change for business benefits
Presenting monthly results to the team and providing feedback to senior management
Providing broking solutions and support to handlers when required
Communicating and managing relationships with key stakeholders
Coaching team members to improve customer service
Requirements:
Minimum of Certificate in Insurance status within two years of joining
Minimum of 12 months experience in the insurance/broking sector
Strong communicator with the ability to manage internal and external relationships
Strong influencing, negotiating, problem-solving, and analytical skills
Highly organised, target-driven, and motivated
Adaptable, focused, and professional
Confident telephone manner and a team player
Effective at managing expectations
Recognises the importance of self-development
Good knowledge of the Financial Services market and regulatory framework
Broking skills and a detailed knowledge of insurance policies
Ability to maintain a high level of customer service at all times
Knowledge and use of insurer products and solutions
Sales and service process knowledge, particularly sales through service
Up-to-date with insurance industry developments and regulatory changes
Proficient in account management systems and Microsoft Office
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