Currently building and maintaining relationships for an account panel comprised of key Employee Benefit Consultant and/or intermediaries in the Group Risk market.I deliver profitable sales and customer retention that meet or exceed targets. In addition, partner with operational teams to deliver a service proposition that creates a clear differential advantage and provide expert input into the Zurich Corporate Risk proposition and development.Key Accountabilities:- Relationship Management - Create, develop and manage relationships with Intermediaries to influence them to do business with ZCR- Demonstrate Service Proposition - Work effectively with, and actively support, Financial Underwriters and Customer Relationship Managers to maximise the positive impact on Intermediaries and their customers- Grow ZCR - In conjunction with Financial Underwriters, price and complete quotation requests received directly or through the account panel. Evaluate business opportunities on the basis of agreed criteria to optimise profitable sales and retention, to achieve business targets - Promote Zurich - Attend and present the Zurich proposition at Beauty Parades. Attend Customer meetings when requested through account panel or by management- Develop ZCR proposition - Contribute to the tactical and strategic development of the proposition and engage account panel in this development- Group Risk expertise - Demonstrate an understanding of the Group Risk market and how ZCR proposition and product solutions can benefit intermediaries and their customers. - Compliance - Understand and comply with responsibilities associated with the FSA and the Training & Competence scheme. Manage entertainment /expenses in accordance with budgets

- Responsible for the team’s performance against quality and service delivery.- Responsible for developing skills via Individual Development Plan’s which helps identify the individual’s key strengths and weaknesses along with building future succession to support the business growth.- Responsible for individual’s contribution and development through performance management process.- Ability to inspire individuals to achieve outstanding performance through personal leadership style and behaviours – always leads by example.- Embraces a culture of continuous improvement and focuses on enhancing the end to end customer experience – within 3 months saved the company £32,000 by improving 7 internal processes.- Maintains appropriate level of functional and technical expertise within the team/department/company, ensure I have the ability to get into detail to resolve issues/improve processes when required.- Strong advocate of building external relationships to help maintain and build on the company’s ‘positive’ reputation – has built strong relationships with many Independent Financial Advisors- Promotes positive customer relationships within the team – ensures ownership is embedded within the team. - Enhances the overall customer journey and builds strong rapport in and out of the office.- Encourages change through personal commitment and ownership of initiatives and uses this as a development opportunity along with understanding the positive impact any change can have on the business plans on own team in order to identify and facilitate change to meet an evolving business model.

- Manage various customer service teams across all Group Risk product lines, ensuring service level target are fully understood and met, quality standards are maintained and costs/costing is appropriate. - Lead and develop five direct reports to ensure their capabilities are developed to ensure an ethos of continuous process improvement and ability to adapt to change are embedded.- Embed an “Exceeding Delivering Group Excellence” culture of professionalism within the company to ensure we offer a quality service.- Recruit, develop, coach and monitor direct reports to ensure departmental and individual objectives are achieved, incorporating:-- Oversight of Training & Competent requirements and commitment to the development of any Training and Competency scheme- Development of all employees to ensure succession plans exist for any short/medium and long term development needsManage on a day to day basis the service delivery of teams reporting to the role focusing on:-- The end to end cycle time i.e. customer experience - Quality of delivery - Service turnaround - Delivery on a cost effective basis

- Manage and develop the team in order to optimise the performance of the employees in line with department objectives. This will include full supervisory duties including recruitment, resourcing, absence and performance management.- Ensure that all quote enquiries for new business within agreed segment parameters are followed up and feedback entered into the format to accommodate the Business.- To ensure that outbound retention calls are made on 100% of agreed cases with the aim of achieving organisational agreed and stretch persistency targets.- Investigate and resolve complaints, in line with the divisional & regulatory complaint procedures, conducting root cause analysis and balancing the needs of the Customer, the Company and the Regulator.- Ensure a consistency of service is maintained during any period of sales absence.- “Process owner”, monitoring and reporting on the effectiveness and efficiency of the overall support process, initiating and implementing continuous process improvements to meet customer needs and company objectives.- Ensure effective working relationships with other business areas are developed and maintained. - Implement and deliver a development plans for the unit on an annual basis and deliver to the annual agreed targets.- Provide support and guidance on products and procedures to external and internal customers ensuring the policy terms, legislative requirements and departmental practice are adhered to.- Flexible resource management (people, skills and availability) in order for the business to adapt quickly and effectively to existing and new business volumes.- Help plan and organise corporate events for our Account Managers, from lunch to formal events.

To recruit, manage, motivate and develop an effective team to process and deliver a quality and efficient customer service to agreed productivity and quality levels.To ensure this service contributes to business retention.To maintain and update relevant company records in accordance with agreed standards.

To ensure the administration of an assigned portfolio of Group Life, IP & CI policies are processed in a timely and accurate manner, ensuring at all times that the relevant productivity and quality standards are me. To update relevant company records and ensure that regulatory and business standards of documentation and verbal responses are met.