Role Overview
This role grows the Retail General Insurance portfolio by developing new business and retaining existing accounts across assigned markets and intermediary channels. You will work closely with brokers, agents, and clients to build sustainable partnerships, meet sales and retention goals, and support reliable service from quotation through policy administration.
Key Responsibilities
- Build and maintain productive relationships with assigned intermediaries, supporting them through regular visits, performance discussions, training, and business development.
- Manage sales activity across the full client journey, using a service-led approach to identify opportunities, prepare quotations and tender submissions, and follow through on business.
- Monitor sales and renewal performance against agreed targets, report results, and coordinate daily activities with intermediary partners to grow revenue.
- Explain new and existing insurance products to clients and intermediaries, and arrange market outreach activities in locations with potential for growth.
- Work with internal teams to resolve service issues and ensure clients and intermediaries receive timely, coordinated support.
- Support departmental planning and budgeting, while monitoring competitor activity for relevant market opportunities and risks.
- Promote compliance with credit-control requirements through cash-and-carry processes and appropriate follow-up on outstanding debt.
- Check that proposal forms and supporting client documents include complete proposer details; follow the Market Outreach operations manual and Code of Ethics, confirm intermediaries are licensed, and record customer feedback for escalation to the Deputy Manager, Business Development.
Requirements & Qualifications
- The source does not specify required education, years of experience, or formal qualifications.
- Ability to manage sales and renewal targets and develop business through intermediary relationships is central to the role.
- Relevant capability includes preparing quotations and tender documents, supporting client service, monitoring performance, and maintaining accurate proposal documentation.
- Familiarity with insurance sales operations, intermediary licensing, credit control, and compliance procedures would support success in the position.
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