Manage the broker / intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and / or corporate client experience.
Duties and Responsibilities
-Build and maintain relationships with Brokers / Intermediaries -Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio. -Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution. -Continuously identify new broker / intermediary solution opportunities within the client's environment. -Identify new potential intermediaries & opportunities for block business & book take overs. -Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates. -Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments. -Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business. -Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis. -Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios. -Identify cross & up selling opportunities across all products.
Qualifications and Experience
-Grade 12 with Insurance Level IV qualification. -Relevant tertiary qualification would be advantageous -Regulatory Exams RE 5 -5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers. -3 – 8 years' experience in insurance sale underwriting and Portfolio Management.
