Functional Area Description
As a part of the commercial business team, manage all operational aspects of the policy right from
renewal of policy, working closely with claims & risk services, client meetings, policy compliance, manage
partners and brokers etc.. Working on key deliverables at the start and end of the policy. Key aspects are
product delivery, risk management and profitability.
Key Deliverables:
Account Management
∙Managing your own portfolio of SME and Large customers
∙Set up policy on the system
∙Establish policy terms and conditions (including pricing and risk assessment).
∙Proactively managing the overall relationship with customers and brokers
∙Provide customer service and support
∙Development and retention of existing customer relations with the aim of maximizing
income growth
Core Competencies:
General Profile
- Demonstrates competence in own product area
- Acts within clearly defined and easily understood product area
- May enlarge client list; building sales in a particular product
- Typically works with moderate guidance
- Works within an assigned area or client base
- May have some supervisory responsibility
Technical Expertise
1. Building & Maintaining
- Broadens selling skills and deepens knowledge in own product/service area
- Applying & Anticipating
- Applies knowledge/skills to a variety of standard day-to-day activities
- Client / Business Orientation
- Client Response
- Interprets client needs and works to meet those needs; identifies potential business opportunities, referring more complex leads
- Business Understanding
- Understands the key business drivers; uses this knowledge to focus own work activities
- Cost & Profitability
- Is aware of costs related to potential profitable activities Creating & Delivering Solutions
- Problem Solving
- Identifies the problem and all relevant issues in straightforward situations; generates solutions, assesses each using standard procedures and makes a sound decision
- Planning & Organising
- Prioritises and organises own work to deliver to agreed targets and deadlines Working Relationships
8. Communicating, Negotiating & Influencing
- Probes and listens carefully, presents information clearly and in appropriate style, makes technical information clear, persuades others in straightforward situations
9. Teamwork, Coaching & Guiding
- Contributes actively in team activities, sharing experience and ideas
- Networking
- Acquires productive relationships internally and externally amongst clients in own defined sales area