Branch Manager - Insurance

Branch Manager

Role Purpose / Summary:

- Strategically lead and develop the Branch

- Strategically lead the Business Development and Client Retention for the Branch

- Build and strengthen relationships with both new and existing clients by delivering the desired client experience and value proposition;

Key Accountabilities:

- Accountable for the development of new and retention of existing business;

- Develop and maintain effective relationships with Clients;

- Responsible for being an effective leader of Branch;

- Act as a role model in the business by consistently demonstrating integrity, professionalism, and quality;

- Accountable for maintaining and improving client satisfaction and profitability;

- Ensure effective working relationships between the Product Specialist, Sales, CRM and Placement teams, so that together they drive revenue and profit growth;

- Responsible for improving client retention revenue;

- Responsible for supporting the effective delivery of global service through network relationships, where appropriate;

- Ability to understand the Client, their industry, and their risks and match them with potential Global Solutions;

- Ability to cross sell (or champion cross selling), where possible;

- Accountable and responsible for articulating the value delivered by Global and effectively lead remuneration negotiations;

- Responsible for formulating with Product Specialist, Sales, and CRM, Placement teams as appropriate, a coherent client, market and remuneration strategy;

- Develop promotional materials and participate in trade shows, conferences, marketing and PR campaigns and other activities designed to enhance the image of products and services;

- Responsible for compliance with IRDAI, other, regulatory requirements and Global business procedures (including usage of CRM System, and application of Insurer security policies where relevant).