Role Purpose:
Lead and develop SME trading operations, driving strategic growth, operational excellence, and client satisfaction. Responsible for shaping broking and distribution strategies, managing key relationships, and ensuring delivery of high-quality insurance solutions across the SME portfolio.

Key Responsibilities

Trading Strategy & Execution

• Develop and implement strategies to grow revenue, improve conversion, and enhance retention.
• Set and monitor performance targets across new business, renewals, and cross-sell activities.

Performance Management

• Analyse trading data to identify trends and opportunities.
• Lead regular trading reviews with internal and external stakeholders.

Market Engagement

• Build strong relationships with insurer partners to secure competitive terms and schemes.
• Negotiate capacity, pricing, and service levels to meet trading objectives.

Team Leadership

• Lead, mentor, and develop sales and support teams.
• Promote a high-performance and collaborative culture.

Digital & eTrade Optimisation

• Enhance online quote journeys and eTrade performance in collaboration with digital and product teams.
• Ensure trading platforms operate efficiently and accurately.

Compliance & Governance

• Ensure all trading activity complies with FCA and internal risk frameworks.

Financial Performance

• Manage budgets, forecasts, and performance metrics to achieve financial targets.

Stakeholder Collaboration

• Partner with internal teams to deliver integrated solutions and improve client outcomes.

Experience & Qualifications

• Proven leadership in commercial SME broking.
• Strong commercial acumen and strategic mindset.
• Excellent communication and interpersonal skills.
• In-depth understanding of insurance products, markets, and regulation.
• Demonstrated success in driving growth and managing change.

Core Competencies

• Leadership: Inspires and motivates teams.
• Client Focus: Puts clients at the heart of decisions.
• Integrity: Acts with professionalism and honesty.
• Innovation: Continuously seeks improvement.
• Collaboration: Works effectively across teams.
• Resilience: Performs under pressure.

Success Measures

• Achievement of revenue and profit targets.
• Strong client retention and satisfaction.
• High team engagement and operational efficiency.
• Delivery of strategic initiatives aligned with growth and compliance.