To act as a business partner with assigned intermediaries in order to profitably grow the business and meet sales and growth targets.
Primary Responsibilities
• Strategy and Planning
•Plan and implement a strategy to penetrate markets though brokers/ intermediaries.
•Attract and retain high value customers and to eliminate poor performing portfolios.
•Foster and grow the channel for sourcing business.
•Implement strategies to strengthen relations and enhance productivity.
•Policy, Process and Procedures
•Keep self-knowledge up to date with current product range and any modifications.
•Ensure all personal accreditation levels are met and compliance requirements are adhered to.
•Environmental Awareness/Customer Focus
•Establish and develop relationships and promote company image with key clients
•Monitor client and market requirements and client feedback by conducting client calls / visits.
•Network internally and externally to promote the Company’s interests and aid in identifying recent opportunities
•Maintain regular contact with Brokers/Agents (where applicable) to strengthen business relationships and equip Brokers/sales agents with information and tools that support the achievement of new business and retention sales objectives for
•Facilitate delivery and participate in execution of business plans for assigned agents (where applicable) to achieve agency business goals that are in alignment with the region’s profitability and growth expectations
•Coordinate event planning
•Act as primary contact for agency compensation program issues
•Conduct research and analysis on emerging industry trends, issues, and competitive intelligence; evaluate operational issues to determine if competitive and current.
•Technical Performance
•Review existing portfolios and recommend strategies for increased growth
•Generate new business premium and policy growth Assist in the agency appointment process (where applicable) to