Placement Executive
Skills
BDMDatabasesExecutive PlacementsInsuranceInsurance PoliciesInterviewingNetwork Strategy
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proactive influencer with strong relationship management skills
- Effective communication skills
- Planning and organising skills
- Self-motivated and driven
- Works well in a team
- Initiative and resourcefulness
- Experience in insurance industry
- Extensive product knowledge in personal and commercial lines markets
- CII qualifications are a bonus but not essential
Nice to have
- Good working knowledge of Insurer appetites
- Current knowledge of Network Divisions proposition
Day to day
- Identifying placement opportunities to increase partner Insurer penetration.
- Supporting the placement of business with Strategic Partner Insurers and assisting members to grow GWP.
- Keeping the central database of pipeline activity updated consistently.
- Reviewing and reporting the success of new business placements monthly.
- Developing and maintaining strong relationships with internal teams and external partners.
- Producing monthly management information (MI) for BDM and Line Manager, and acting on identified opportunities.
- Ensuring business activities comply with FCA regulation and company conduct framework.
Hiring process
- Relevant employment checks prior to beginning employment. Verify recent employment, address, credit history & standard criminal record check.