Job Description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.


Join the Close Brothers Premium Finance Team where you will be the designated contact for the portfolio of brokers you are given, providing support and assistance with the agencies and products that Close Brothers provide. Working as part of the Premium Finance team our ideal team member will have previous experience in providing management of an allocated Portfolio, taking responsibility for results delivery with excellent selling skills.

RESPONSIBILITIES

Define and implement a focused, structured and regular calling plan to maximise broker business potential within the Portfolio. Ensure consistent activity and attention to all brokers, within Portfolio to minimise the loss of business to competitors. Provide swift and decisive action to ensure broker issues are highlighted to the relevant department heads and corrected quickly or reported to Regional Sales Manager. To be consistently committed to maintaining business on behalf of the company. To achieve sales target on both volume and cases. Analyse regular management information to review Portfolio and broker performance/ quality trends and to be proactive in identifying and addressing low profit or under-performing brokers. Ensure all required reporting is completed and updated regularly as requested. Identify underperforming brokers and develop strategies for increased penetration.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

Target Driven, self-motivated and have a high level of professionalism The ability to multi-task Excellent phone skills and professional phone manner. Competitive Intelligence Managing existing and building new broker relationships Negotiation skills and are customer focused Strong organisational skills Judgement, decision making and problem solving Evidence of delivering results

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

In depth commercial/business knowledge of Broker/Insurer market

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.


Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page:

https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion Close Brothers Group


#LI-AB1 #LI-HYBRID


At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.


We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.


We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.


Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.


Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.


We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities.