Business Development Executive (Start Immediately) in Chelmsford, Essex

We're Hiring! 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?

Key Responsibilities include:

• Developing and maintaining 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.

Skills & Experience:

• 3 - 4 years' prior industry related experience
• Cert CII or the willingness to work to achieve this
• Proven experience in insurance sales, with a good understanding of the fleet market and broker needs.
• Target-driven with a strong track record of exceeding sales targets.

Duties:

• 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.
• Clearly stating whether these are F2F, Teams or a Conference Call.
• 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 maximise 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 OpenGi, Acturis and Applied.
• Social Media – attempt to Linkedin with the people you meet and all others you can identify as working for a broker, 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.
• This should also include the Renewal Team as and when required.
• 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.
• The CRM will need to be updated accordingly to reflect this.