Senior Business Development Underwriter

The Senior BDU represents Beacon at our major clients and is the single/first point of contact for the customer representing all aspects of Beacon within the customer base.

KEY POSITION RESPONSIBILITIES: 

• To Develop Business from the Broking Community through development of relationships and marketing of Beacon’s products with Brokers, Account Executives and Account Managers.
• Bind coverage for quotations provided and accept New Business for all classes of insurance.
• To sign Broker slips in keeping with The Beacon’s guidelines and provided Limits of Authority.
• Provide immediate Proof of Cover as may be required.
• To Provide technical advice to Brokers or Customers when necessary.
• To deliver all Policy and other Documents to Brokers
• To conduct risk surveys as required.
• To manage the collection of premiums (receivables) for all business (new and renewal) for which you are responsible.
• To meet and exceed clear performance targets across assigned Broker and customer base.
• Continuously working to ensure a consistent approach to growing Beacon’s Customer base.
• Lead the Broker Business Development activities in the achievement of business targets inclusive of setting activity and revenue targets for individuals.
• Plan and execute new customer and customer retention strategies.
• Monthly reporting on all agreed KPI’s including daily target achievements compared to assigned targets.
• To prepare monthly reports on Production metrics for the Divisional Manager and VP Sales and Business Development.
• Prepare monthly scorecard for Customers/Brokers of the Unit as required.
• Provide briefs to the claims department on the claimant and the respective risk(s).
• People Management Manage time and attendance of staff members
• Conduct Performance evaluations
• Set and monitor the achievement of SMART goals and initiatives within the Division
• Conduct coaching and mentoring for team members