Facilities Broker in Manchester

Pipeline Management & Governance

• Manage and monitor the flow of opportunities through facilities.
• Validate opportunities against agreed facility eligibility criteria.
• Track pipeline progression, ageing, bottlenecks and outstanding actions.
• Maintain accurate records and reporting of opportunities and outcomes.
• Escalate delays or issues where required and support delivery of agreed service standards.

Performance Analysis & Reporting

• Produce regular management information and performance reports.
• Track conversion rates, utilisation, retention and premium performance.
• Track and monitor placement outcomes across facilities.
• Analyse trends and identify opportunities to improve outcomes.
• Report back to leadership and stakeholders on placement outcomes and facility performance.
• Support quarterly business reviews and performance discussions with insurer partners.

Relationship Management

• Build strong working relationships internally with brokers, placement teams, client service teams and business leaders.
• Act as a key point of contact for facility-related enquiries.
• Promote understanding and appropriate utilisation of facilities across the business.
• Develop productive relationships with insurer underwriting and distribution teams.
• Coordinate engagement activity and maintain clear stakeholder communication.

Insurer Engagement

• Arrange and coordinate insurer meetings and review sessions.
• Prepare agendas, performance packs, presentations and discussion materials.
• Track actions arising from insurer meetings and ensure follow-up activity is completed.li>
• Support the ongoing development of insurer and capacity partner relationships.

Continuous Improvement

• Identify opportunities to improve facility utilisation, data quality and operational effectiveness.
• Assist with reporting, data and process improvement initiatives.
• Help standardise pipeline reporting, governance and review processes.li>
• Contribute to initiatives that enhance client and business outcomes.

Essential

• Strong analytical and problem-solving skills;
• Advanced Excel and data analysis capability;
• Ability to interpret information and identify trends;
• eExcellent organisational skills;
• Strong communication and presentation skills;
• Ability to build relationships and influence stakeholders;
• Attention to detail and accuracy;
• Commercial awareness and results-focused mindset.

Experience

• Experience in an analytical, operational, account management, business support or project coordination role;
• Experience producing management information, reports or business insights;
• Experience working with a range of internal and external stakeholders

Desirable

• Experience within insurance, financial services or professional services;
• Experience preparing management reports, presentations or business reviews;
• Familiarity with CRM, reporting or workflow management tools.

Not essential

• Technical insurance qualifications, detailed underwriting knowledge or previous placement/broking experience. Training and support will be provided.