Key Responsibilities
Align with the clients business growth objectives by supporting strategies to maximize new and existing business opportunities and enhance market presence.
Leverage internal business data and industry intelligence to provide insights that inform strategic revenue and customer growth planning, supporting future underwriting activities.
Explore new revenue streams and market opportunities by adopting innovative approaches to identify diverse and exciting possibilities.
Monitor and evaluate client activity to maintain a strategic focus on profitable accounts.
Build strong relationships with key internal and external stakeholders to influence, negotiate, and secure engagement, enabling the delivery of strategic growth plans and maximizing underwriting opportunities.
Collaborate with Strategic Account Managers to enhance lead generation efforts.
Work closely with Product Leads and Underwriting Managers to ensure efficient business acquisition that aligns with customer needs.
Promote nationwide collaboration to drive cross-selling, improve retention rates, and meet segment and business-wide targets.
Support effective loss ratio management by ensuring adherence to established business strategies.
Knowledge Leadership
Serve as a referral point for underwriting team members, ensuring consistent service delivery in line with underwriting authority and segment targets.
Enhance the technical and trading capabilities of the underwriting team by acting as a technical mentor and reference for all policy classes.
Work with the Leadership Team to cultivate a high-performance culture, setting an example by adhering to the clients behavioural standards.
Maintain accurate records of all client interactions and activities in CRM systems (Dynamics 365) to support proactive cross-segment collaboration and future opportunities.
Implement and uphold procedures and processes to meet internal service standards and regulatory compliance.