BDM South East

Direct Commercial Ltd; Chelmsford; On-site; GBP 40,000 - 60,000; Full time

Job summary

An insurance company is looking for a Business Development Manager based in the South East and East of England. The ideal candidate will have at least 3-4 years of experience in insurance sales, specifically with a focus on managing relationships with brokers. Responsibilities include identifying new business opportunities, conducting broker visits, and providing professional service. This is a full-time role requiring strong sales skills and a proactive approach to business development.

Qualifications

• 3 - 4 years of industry-related experience preferred.
• Proven track record of exceeding sales targets.
• Strong understanding of broker needs.

Responsibilities

• Develop and maintain relationships with brokers in the region.
• Proactively identify and secure new business opportunities.
• Conduct a minimum of 8 broker visits per week.

Skills

Insurance sales experience

Broker relationship management

Target-driven

Knowledge of fleet market

Education

Cert CII or willingness to achieve it

Job description

Overview

Be among the first 25 applicants. We’re hiring a Business Development Manager in the South East and East of England. Do you have experience working as a BDM within the insurance industry or as an insurance broker with motor experience looking for a change of direction?

Key Responsibilities

• Develop and maintain relationships with brokers within the South East and East of England area.
• Proactively identify and secure new business opportunities, driving growth for the business.
• Collaborate with internal teams to provide solutions that meet the unique needs of each broker.

Skills & Experience

• 3 - 4 years of prior industry-related experience.
• Cert CII or willingness to work to achieve this.
• Proven experience in insurance sales with a good understanding of the fleet market and broker needs.
• Target-driven with a strong track record of exceeding sales targets.

Duties

• Take personal responsibility for managing workflow for email, diaries, and telephone calls on a day-to-day basis.
• Provide brokers with professional, efficient, and compliant service, handling new business, renewals, accounts, and MTA issues with support from relevant departments.
• Conduct a minimum of 8 broker visits per week with a minimum of 2 being prospects over a 3-day period maximum (excluding Mondays/Fridays if possible); an additional 10 development video/calls to promote DCL products and drop-ins. Drop-ins should be planned to mitigate mileage and maximize time; document them in the CRM with details (F2F, Teams, or Conference Call).
• Update the CRM after visits/drop-ins with feedback/actions and ensure all contacts within a brokerage are noted for future maildrops.
• When visiting brokers with agencies, request pipeline business and maintain a pipeline spreadsheet available on request.
• Ensure all previously quoted risks are canvassed via relevant brokers to encourage submission again as workload permits.
• Attend Teams meetings at 9:15am on Monday and Friday.
• Complete learning modules and maintain CPD with a minimum of 15 hours per annum.
• Submit to Accounts by the first week of the month a completed spreadsheet and expense receipts using the provided template.
• Be aware of market trends and promote business awareness to colleagues.
• Email complaints to the responsible person with copies of responses.
• Represent the business professionally and dress appropriately to maximize networking opportunities.
• By the fifth working day of each month, submit to the Head of Agency a list of all new business won due to your involvement in the previous month (certain exclusions apply). The report should include client name, broker name, GWP and inception date.
• Regularly engage brokers in your region who do not currently have an agency with DCL.
• Ensure regional and branch managers for National brokers (e.g., AJG, Towergate, Marsh) are contacted and met regularly (not less than every 6 months); visits with presentations to AE teams when possible.
• On all visits, check HIO setup and EDI live on OpenGi, Acturis, and Applied.
• Use LinkedIn to network with brokers and share company posts within your network.
• Work with and support the New Business and Renewal departments to secure new business and maintain dialogue with brokers.
• Inform the Agency Manager of any prospect brokers not suitable, and update the CRM accordingly.

Employment details

• Employment type: Full-time
• Job function: Business Development
• Industries: Insurance

Referrals increase your chances of interviewing at Direct Commercial Limited by 2x