BDM South East

Overview

We are hiring:
Business Development Manager in the South East and East of England. Do you have experience working as a BDM within the insurance industry or are you an insurance broker with motor experience looking for a change of direction?

• Developing and maintain relationships with brokers within the South East and East of England Area.
• Proactively identify and secure new business opportunities, driving growth for the business.
• Collaborate closely with internal teams to provide solutions to meet the unique needs of each broker.
• Take personal responsibility for managing workflow for email, diaries, telephone calls on a day to day basis.
• Provide brokers with a professional, efficient and compliant service, meeting their demands and needs to include new business, renewal, account and MTA issues with the support of relevant departments.
• Conduct a minimum of 8 broker visits per week with a minimum of 2 being prospects over 3 days maximum (NOT Mondays or Fridays where at all possible) and a further 10 development video/calls to promote DCL products and in addition drop-ins. Drop ins should be done as you are already in an area to mitigate mileage and maximum use of time.
  
  Drop ins must be identified and detailed on the CRM system which feeds into your call plan in addition to your 8 appointments. The CRM system must be updated by 4pm on Friday to enable Agency to run the relevant reports ahead of Income Meetings. The CRM system must be updated prior to any leave for the week during which you are returning to work.
• Update CRM following all visits/drop ins as soon as possible with feedback/actions, again clearly stating whether it was a F2F, Teams or a Conference Call. You MUST ensure that all contacts within a brokerage are noted as a contact on the CRM System for future maildrops.
• When visiting brokers with agencies ask for pipeline business, risks you can diary that a broker think may suit DCL. Maintain a pipeline spreadsheet which can be available on request.
• Ensure all previously quoted risks are canvassed via the relevant broker to encourage risks being submitted again. Where workload permits make use of the previously seen but not quoted risk list to again encourage submission again.
• Attend Teams meetings at 9.15am Monday & Friday.
• Complete learning modules in a timely manner and ensure your CPD is continuous and up to date with a minimum of 15 hours per annum.
• Submit to Accounts by the first week of the month a completed spreadsheet and receipts of expenses for approval, ensure you use the template provided.
• Be aware of market trends and promote business awareness to colleagues.
• Email any complaints to the responsible person ensuring you obtain copies of responses
• Ensure you represent the business in a professional manner and dress appropriately enhancing reputation and maximize networking opportunities.
• By the fifth working day of any month submit to the Head of Agency a list of all new business won due to your involvement in the previous month. This can be HIO or fleet but you must have been instrumental on the risk for it to count. Business written by an existing broker direct with London does not count; business written via the portal on HIO does not count.
  
  HIO business that had required referral can count, HIO team will need to agree to validate your involvement. Business written via wholesalers can count if London will validate your involvement. The report should include client name, broker name, GWP and inception date.
• Regularly, and at least annually, review and attempt to engage brokers in your region that do not currently have an agency with or utilise DCL to place business.
• Ensure regional and branch managers for any National broker, e.g, AJG, Towergate and Marsh etc in your area are contacted and met with on a regular basis and not less than every 6 months; all must be visited every 12 months and wherever possible presentations also made to teams of AE’s.
• On all visits to existing agency holder’s check HIO is setup and being utilised also EDI made live on Open Gi, Acturis and Applied.
• Social Media – attempt to Linkedin with the people you meet and all others you can…