Bdm Fleet Insurance

3 months ago

Brighton, United Kingdom Vermelo RPO Full time

Job Title:
Business Development Manager

Southern Central UK (Kent, W.Sussex etc)

**Individual Conduct Rules**

1. You must act with integrity.

2. You must act with due care, skill and diligence.

3. You must be open and cooperative with the FCA, the PRA and other regulators.

4. You must pay due regard to the interests of customers and treat them fairly.

5. You must observe proper standards of market conduct.

**Duties**:

- Southern Central UK (Kent, W.Sperative with the FCA, the PRA and other regulators.phone 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 in’s should be done as you are already in an area to mitigate mileage and maximum use of time. Drop in’s must be identified and detailed on a weekly call plan in addition to your 8 appointments when submitting to Agency Manager. Call plans must be submitted prior to any leave for the week during which you are returning to work.
- Ensure regional and branch managers for any National broker, e.g, AJG, Towergate and Marsh 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.
- Social Media - attempt to Linkedin with the people you meet and all others you can identify as working for a broker, where possible ensure your 100 monthly Linkedin credits are used to invite relevant brokers to follow the DCL Linkedin page. Ensure all company posts are shared with your network.
- Work with and support the New Business Department to secure new business Dialogue with existing and new brokers.
- Supply by 4pm every Friday a complete call plan to Agency Manager for the week commencing 10 days later, checking any broker on Landscape and REG, whether they have been visited before and ensuring the standard template is used.
- Advise the Agency Manager any prospect brokers visited, or to whom you speak, which you deem not to be suitable and which need to be removed from the prospects list. A report for the relevant broker will need to be submitted and the Head of Agency copied. A specific template provided for this purpose should be used.
- When visiting brokers with agencies ask for pipeline business, risks you can diary that a broker thinks may suit us. 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 8.45 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.
- Be aware of market trends and promote business awareness to colleagues.
- 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 business won as a result of your involvement in the previous month. This can be HIO or fleet but you have to 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. A minimum 10% increase in active principal agency holders is expected annually.

Signed

Dated

**Job Types**: Full-time, Permanent

**Salary**: £40,000.00-£53,000.00 per year

**Benefits**:

- Company events
- Company pension
- Health & wellbeing programme
- On-site parking
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Work Location: On the road

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