Sales & Development Manager (Maternity Cover) – Private Clients – closing applications 13th September 2019

Job Title: Sales & Development Manager (Maternity leave cover)

Reports To: Head of Private Clients

Hours of Work: 9.00-5.00 Monday to Friday

Contract: Permanent

Job Purpose

  • To achieve agreed new business production targets
  • To have full responsibility for building and maintaining relationships with our introducer partners and Sales Management team within a designated regional area and to increase the company’s insurance income from this source
  • To educate the introducers to provide the right introductions
  • To identify and respond to new business opportunities from other sources
  • To discuss insurance requirements with Private Clients and Corporate clients, seek suitable quotations and convert leads

Key Accountabilities

  • To build strong relationships with and educate introducers to ensure a constant flow of quality referrals
  • To provide a timely, professional and efficient follow up on referrals to conversion and handover stage, ensuring all documentation is complete
  • To assimilate prospective private and corporate clients’ insurance risks/needs and devise suitable solutions and obtain quotations wherever possible
  • To provide introducer with the management information they require
  • To provide management information to SPL Directors as required
  • To comply with relevant regulatory requirements, binding authorities and the company’s procedures
  • To develop and maintain good working relationships with clients, colleagues, insurers and other suppliers
  • To undergo training in line with agreed objectives and keep up to date with technical, legal and market developments
  • To maintain and develop personal knowledge and skills through Continuing Professional Development (CPD)
  • Immediately to advise your Manager of any problems which may fall outside your authority, level of experience or which in any way detract from your ability to achieve your work objectives
  • To undertake any additional duties as may be reasonably requested by your Manager or the Directors

Main Knowledge

  • Intermediate – household and motor insurance; the main classes of business insurance; the company’s procedures & rules; FCA regulation and compliance (to the extent that they relate to the job); insurance market practice; principles of insurance; the main methods of controlling/reducing insurance risk
  • Basic – other classes of private client insurance; other classes of business insurance; specific law (insurance and otherwise); claims handling; Health and Safety

IT Knowledge

  • Intermediate level of MS Office Suite

Levels of Authority

  • New Business Lines only
  • All Classes of personal lines and commercial insurances
  • Quotes direct from insurer for non-binder business

Essential Skills/Qualifications

  • CII
  • The ability to apply knowledge and understanding to the Job
  • The ability to prioritise and organise own workload
  • The ability to negotiate effectively with insurers and clients
  • The ability to communicate effectively, both verbally and in writing
  • The ability to write reports and make presentations
  • The ability to sell
  • The ability to work as a member of a team

Eligibility to work in the UK Essential

Competitive Benefits Package

Company Information

Established in 1974 Stackhouse Poland has grown significantly achieving significant success in delivering the highest quality insurance advice and service. The company organises its client service and support by trading division in order to ensure appropriate and tailored service and product to meet the needs of its customers.  The trading divisions comprise Commercial & Community, Private Clients, Healthcare & Protection, Real Estate and a number of specialisms including Lloyds, Medical Malpractice, Yacht and International business. Stackhouse Poland is now part of Gallagher, a global leader in insurance, risk management and consulting services. Gallagher prides itself in helping businesses grow, communities thrive and people prosper. All employees of Gallagher live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customised solutions that will protect them and fuel their futures.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

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