Role Purpose:
Lead and develop SME trading operations, driving strategic growth, operational excellence, and client satisfaction. Responsible for shaping broking and distribution strategies, managing key relationships, and ensuring delivery of high-quality insurance solutions across the SME portfolio.
Key Responsibilities
Trading Strategy & Execution
* Develop and implement strategies to grow revenue, improve conversion, and enhance retention.
* Set and monitor performance targets across new business, renewals, and cross-sell activities.
Performance Management
* Analyse trading data to identify trends and opportunities.
* Lead regular trading reviews with internal and external stakeholders.
Market Engagement
* Build strong relationships with insurer partners to secure competitive terms and schemes.
* Negotiate capacity, pricing, and service levels to meet trading objectives.
Team Leadership
* Lead, mentor, and develop sales and support teams.
* Promote a high-performance and collaborative culture.
Digital & eTrade Optimisation
* Enhance online quote journeys and eTrade performance in collaboration with digital and product teams.
* Ensure trading platforms operate efficiently and accurately.
Compliance & Governance
* Ensure all trading activity complies with FCA and internal risk frameworks.
Financial Performance
* Manage budgets, forecasts, and performance metrics to achieve financial targets.
Stakeholder Collaboration
* Partner with internal teams to deliver integrated solutions and improve client outcomes.
Experience & Qualifications
* Proven leadership in commercial SME broking.
* Strong commercial acumen and strategic mindset.
* Excellent communication and interpersonal skills.
* In-depth understanding of insurance products, markets, and regulation.
* Demonstrated success in driving growth and managing change.
Core Competencies
* Leadership: Inspires and motivates teams.
* Client Focus: Puts clients at the heart of decisions.
* Integrity: Acts with professionalism and honesty.
* Innovation: Continuously seeks improvement.
* Collaboration: Works effectively across teams.
* Resilience: Performs under pressure.
Success Measures
* Achievement of revenue and profit targets.
* Strong client retention and satisfaction.
* High team engagement and operational efficiency.
* Delivery of strategic initiatives aligned with growth and compliance.