Lead and develop SME trading operations, driving strategic growth, operational excellence, and client satisfaction. Responsible for shaping broking and distribution strategies, managing key relationships, and ensuring delivery of high-quality insurance solutions across the SME portfolio.
Key Responsibilities
Trading Strategy & Execution
*Develop and implement strategies to grow revenue, improve conversion, and enhance retention.
*Set and monitor performance targets across new business, renewals, and cross-sell activities.
Performance Management
*Analyse trading data to identify trends and opportunities.
*Lead regular trading reviews with internal and external stakeholders.
Market Engagement
*Build strong relationships with insurer partners to secure competitive terms and schemes.
*Negotiate capacity, pricing, and service levels to meet trading objectives.
Team Leadership
*Lead, mentor, and develop sales and support teams.
*Promote a high-performance and collaborative culture.
Digital & eTrade Optimisation
*Enhance online quote journeys and eTrade performance in collaboration with digital and product teams.
*Ensure trading platforms operate efficiently and accurately.
Compliance & Governance
*Ensure all trading activity complies with FCA and internal risk frameworks.
Financial Performance
*Manage budgets, forecasts, and performance metrics to achieve financial targets.
Stakeholder Collaboration
*Partner with internal teams to deliver integrated solutions and improve client outcomes.
Experience & Qualifications
*Proven leadership in commercial SME broking.
*Strong commercial acumen and strategic mindset.
*Excellent communication and interpersonal skills.
*In-depth understanding of insurance products, markets, and regulation.
*Demonstrated success in driving growth and managing change.
Core Competencies
*Leadership: Inspires and motivates teams.
*Client Focus: Puts clients at the heart of decisions.
*Integrity: Acts with professionalism and honesty.
*Innovation: Continuously seeks improvement.
*Collaboration: Works effectively across teams.
*Resilience: Performs under pressure.
Success Measures
*Achievement of revenue and profit targets.
*Strong client retention and satisfaction.
*High team engagement and operational efficiency.
*Delivery of strategic initiatives aligned with growth and compliance.