Job title: Branch Manager
Salary: £65,000 Plus car allowance
Location: Hampshire
PURPOSE OF ROLE
As the Branch Manager, you will report to the Regional Director and be responsible for overseeing the day-to-day operations of the executive teams, supporting the delivery of team key performance objectives.
ROLE AND RESPONSIBILITIES
- Managing the team of executives on a day-to-day basis, including service level delivery and maintaining adequate resources.
- Monitoring team renewal, new business, and task progress daily.
- Ensuring team compliance with FCA requirements.
- Develop and execute strategic plans to achieve sales targets and expand the customer base within the commercial segment.
- Build and maintain strong relationships with key stakeholders and decision-makers within commercial accounts.
- Identify and address client needs, providing tailored solutions and recommendations to drive business growth and customer satisfaction.
- Collaborate with internal teams to ensure seamless delivery of products and services to commercial clients.
- Proactively monitor and analyse account performance, identifying areas for improvement and implementing strategies to maximize customer retention and revenue growth.
- Stay current with industry trends and market conditions, providing insights and recommendations to internal teams and clients.
- Leading and developing the team to achieve KPI targets.
- Working with senior managers to implement change for business benefits.
- Presenting monthly results to the team and providing feedback to senior management.
- Providing broking solutions and support to handlers when required.
- Communicating and managing relationships with key stakeholders.
- Coaching team members to improve customer service.
QUALIFICATIONS
- Minimum of Certificate in Insurance status within two years of joining.
- Minimum of 12 months experience in the insurance/broking sector.
PERSON SPECIFICATION
- Strong communicator with the ability to manage internal and external relationships.
- Strong influencing, negotiating, problem-solving, and analytical skills.
- Highly organised, target-driven, and motivated.
- Adaptable, focused, and professional.
- Confident telephone manner and a team player.
- Effective at managing expectations.
- Recognises the importance of self-development.
SKILLS AND EXPERIENCE
- Good knowledge of the Financial Services market and regulatory framework.
- Broking skills and a detailed knowledge of insurance policies.
- Ability to maintain a high level of customer service at all times.
- Knowledge and use of insurer products and solutions.
- Sales and service process knowledge, particularly sales through service.
- Up-to-date with insurance industry developments and regulatory changes.
- Proficient in account management systems and Microsoft Office.
If you have the relevant experience or know someone that does please contact me now on or email us at