Commercial & Fleet Broking Manager

Nashrock Insurance Recruitment
Harlow, Essex
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

A great opportunity to work for a well-respected independent insurance broker, based in North Essex.

Purpose of the Role:

As the Commercial & Fleet Manager you will have overall responsibility for the performance and delivery of the sales targets and budget achievement within the department. Delivering sustainable commercial growth in income in line with targets. Leading by example and driving the performance of your team, by encouraging new business, high retention levels and maintaining customer relationship’s leading cross sales opportunities.

Working with the Group’s Board of Directors and Managers to ensure that all strategic and operational objectives and KPIs are achieved.


To create and develop marketing campaigns with other Managers

Communicate with existing, prospective and previous clients to gather information regarding their policies with a view to offering them a quotation

Arrange and meet clients if required

Provide a high degree of technical expertise so that clients and brokers needs can be assessed and any particular gaps in existing cover can be identified and used as a selling point

Knowledge of a wide range of trades is required, with an excellent knowledge and understanding of available markets and current market conditions

Provide timely and professional responses to both clients and brokers

Produce insurer presentations, organise and lead team meetings

Maintain strong relationships with clients, insurers and affiliates

Incept new business and transact renewals and adjustments

Complaints handling

Maintain clients records and data in line with systems and protocols, making sure that all data is kept up to date and changes are recorded appropriately

Ensuring all client information is correct on all paperwork

Collate, prepare and submit reports and statistics accurately within defined deadlines

Timely management and delivery of projects

Managing debts and ensure that funding has been received by the relevant person / finance company

Take immediate and any appropriate action in the event of a premium default

Prioritising and managing own workload

Understanding and meeting both service and industry standards

Cross selling of other products

To pro-actively seek and recommend improvements to processes and service, participate fully in the implementation within the team and be an advocate for change

Manage your team efficiently and effectively

Conduct annual performance appraisals and monthly 1-2-1’s with team members. Identifying any training or development needs to be managed and monitored

Goals setting

Work collaboratively and closely with all departments within the Group.

Personal Attributes:

Articulate and accurate with a high level of attention to detail

Focused, successful and target driven

Reliable and confident with an emphasis on customer service

Possess a positive can do attitude

Enthusiastic, self-motivated and able to inspire others to drive opportunities

Excellent time management skills

Be able to communicate professionally at all levels

Strong team player with a passionate approach for work.


Proven track record for leading a successful team

High standard of literacy & numeracy

Must be computer literate

Knowledge of PHD / Open GI advantageous but not essential

Minimum 1 year of commercial broking experience

Understanding of commercial insurance is desirable

Cert CII qualification is essential

You must be able to demonstrate a high level of understanding of FCA, compliance and industry regulations and requirements and adhere to them

IDD & TCF knowledge and understanding of the Insurance Act 2105.


× Annual bonus & pay review (dependent on performance)

× Contributory Workplace Pension Scheme

× Opportunity to accrue more holidays for length of service reward