Up to £120,000 per annum - OTE £140,000 - Birmingham, Bristol or Newbury

Purpose

Reporting to the Broking CEO, the Branch Director is ultimately responsible for leading their branch to achieve the budgeted P&L. The Branch Director will support the firms strategic growth and development plans, helping to deliver revenue growth, new business, profitability, long-term client retention and have a desire to contribute to our overall client experience.

The role has responsibility for leading, developing and motivating the branch's Development Executives as direct reports, to achieve high performance targets, role modelling best practice in building and maintaining effective relationships, quality service provision and pipeline development of new business opportunities.

You will also support the senior branch staff in managing their Account Handling teams, engendering a culture of pride and belief in ownership, service excellence and ensuring efficient and effective processes that contribute to both the client experience and delivery of revenue growth, long-term client retention and long-term sustainable business growth.

Role and Responsibilities

· Lead the branch by example in the development and maintenance of your own portfolio of clients, adhering to the necessary internal process/strategy.

· Deliver sales and growth with a focus on new business and retention targets by:

o Developing prospect pipelines

o Planning and managing marketing activities

o Encouraging growth on existing client portfolios

· Have a growth mindset coupled with an ability to develop your own pipeline and network of clients through strategic and consultative long-term relationship building.

· Attend regular client meetings to identify their needs and present recommendations of cover, maximising opportunities and recognise areas of under insurance / gaps in cover and offer solutions in these areas.

· Forward upselling and cross-selling opportunities to colleagues where colleagues can provide in depth specialist advice, supporting the evolution and innovation of our client positions.

· Utilise the company's in-house claims service in the development of new and existing business.

· Motivate, lead, and develop branch Account Executives to strengthen their sales and service skills and be on hand to coach and mentor when required in order to create a positive environment which leads to a high performing team.

· Take the lead in 'pitch' meetings in order to secure new business contracts with significant prospects. Possible 'pitch' meetings to be identified in monthly Sales Meetings with progress being tracked and reported to CEO.

· Manage direct reports within the branch and carry out the performance development process, in line with company policy.

· Take responsibility for overseeing the branch credit control policy, ensuring all clients pay within the terms agreed and appropriately manage any debtors.

· Achieve and maintain a high level of customer service within the branch whilst always promoting exceptional customer care standards, putting customer interests at the centre of all activities delivering on TCF expectations through the provision of an end-to-end sales and service experience.

· Develop and maintain professional working relationships with all clients and internal colleagues, ensuring expert advice is given in all areas of the business.

· Develop and manage relationships with internal and external business partners, specifically regional insurer office personnel and the Group Resources Team by ensuring communications between all parties are clear, timely and relevant.

· Undertake opportunities to promote our extensive portfolio, collaborating with colleagues across the wider group in order to forge strong relationships within the business to meet defined targets.

· Attain compliance and contract certainty targets and handle any complaints in accordance with regulations, the company's conduct policy, guide to best practice and the FCA, resolving professionally, effectively, and quickly.

· Update and populate internal databases with accurate and timely information to provide transparency of activity and demonstrate progress with prospects, retention, placement, strategy, and HR processes.

Education / Qualifications

· Strong commercial insurance knowledge

· Minimum of 7 years' experience (essential)

· ACII (preferable)

Person Specification

· Ambitious nature and a target driven, a highly motivated self-starter with a 'can do' winning mentality.

· Ability to lead by example, providing clear direction and effective management.

· Ability to take ownership and responsibility with strong professional pride, and integrity.

· Ability to create a culture where colleagues are encouraged to contribute, thrive and excel.

· Ability to drive and inspire an outstanding team performance, including the delivery of objectives and targets whilst ensuring a positive client experience.

· Ability to influence, negotiate, build, and manage internal and external relationships.

· Effective at managing customer client expectations with the ability to work to strict deadlines.

· A focus on quality, professional standards of delivery and personal growth.

· A team player who collaborates with colleagues.

· Ability to work independently to achieve agreed personal objectives.

· Strong interpersonal skills, communication, facilitation, and presentation skills.

· Demonstrable problem solving and analytical skills.

· Inquisitive, driven to learn and proactive with self-development, ensuring all learning and development modules (CPD) are up to date.

Skills and Experience

· Always demonstrates integrity, not only is this essential within a financially regulated organisation, but it is also one of our core values.

· In-depth knowledge of the Insurance Broking industry, competitors, processes, and practices.

· A proven track record of successful new business generation and management. Sales and service process knowledge, particularly sales through service.

· Demonstrable entrepreneurial spirit to identify opportunities to retain and grow our business.

· Experience of leading a team. Someone who is ambitious, purposeful and passionate in driving success, continuous improvement, knowledge sharing, learning and development and creating a positive team environment.

· A proven track record in operational excellence, including leading, driving, and motivating a team to achieve KPIs and business objectives.

· Good knowledge of Financial Services industry and regulatory framework.

· In-depth market knowledge and use of insurer products and solutions.

· Resilient in all client-facing sales situations and the ability to adapt to whatever changes come your way.

· Use of account management systems and Microsoft Office. Previous experience of Acturis is desirable.