Identify market opportunities for your area of responsibility and produce a Business Plan that reflects how to develop, and manage prospects.
Retain existing base and grow it to help ensure Brolink Sales targets for the GWP and profitability are met and exceeded.
Maintain and accurately report on the sales pipelines, to ensure that GWP targets will be met or exceeded
Assist with and track larger renewals, and cancellations within portfolio, to ensure a high retention rate of business.
Develop the Broker portfolio, and effectively onboard new brokers, whereby the Business Development Growth.
Targets are achieved through influence and persuasions.
Strategically analyze the Brokers business plan and identify future business opportunities for development.
Implement agreed underwriting measures aligned to underwriting and Insurer mandates to attain targeted loss.
Ratios and rates
Ensure adherence to the Regional Teams Sales plan.
Actively assist with portfolio management and policy screening, to ensure that profitability targets are achieved.
Deliver and enhance client satisfaction of the highest level by working with brokers to map and determine their Business needs in delivering superior client service.
Effectively assist by redirecting service complaints, to the correct division and manager, in order to resolve all complaints received from brokers or clients.
Track Productivity levels by successful completion of Internal systems.
Maintain correct and updated broker contact information, correct broker agency details, and ensure that changes in agencies are correctly communicated and updated on all required systems.
In collaboration with Underwriting and other departments ensure that technical and operational underwriting standards, procedures and controls are complied with
Follow laid down procedures for on boarding; development and maintaining of business
Follow laid down procedures for submission of ex gratia claim motivations
Actively promote relationships with key role players in your broker portfolio, and the management team of Brolink. Also manage the relationship between the broker and support teams at Brolink.
Effectively identify, and action cross selling opportunities with other divisions within the Company.
Assist with credit control management on assigned portfolio, in order to retain GWP.
Assist with portfolio management actions, and compliance requirements.
Effectively identify and report compliance breaches, and implementation of compliance requirements post audit.
Track provisional and actual premiums raised under group schemes, to maintain correct GWP levels.
At all times adhere to your agreed delegated authority agreement.
System training to broker and any other requirements
Business Accountabilities
Analysis Governance and risk management
Relationships
Internal:
Executives
BDC
Underwriting and Claims Manager
Underwriters
Claims
Credit control
Specialist divisions
Portfolio management teams
And any other department within Brolink
External:
Brokers
Industry Associations
Insurers
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