Broker Relationship Manager
| Company | Aviva |
|---|---|
| Location | Edmonton, AB, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- University – undergraduate degree or equivalent experience
- CIP designation an asset
- 8-10 years of related experience in the insurance industry
- Portfolio management and marketing experience
- Strong analytical and decision-making capabilities
- Relationship management skills
- Customer and results focused
- Strong networking capabilities
- Very strong business management (business plans, marketing plans, metrics, understands business drivers) capabilities
- Sophisticated negotiation skills
- Strategic problem solver
- Excellent oral and written communication skills
Responsibilities
- Ongoing performance management, including monitoring mix of business, new business support, LR and retention trends, and other key success indicators
- Identify strategic opportunities with broker partners, including succession planning gaps, merger or acquisition potential, business planning, digital readiness and portfolio transfers
- Act as the single point of contact for a broker partner, coordinating and orchestrating internal and external resources as vital
- Provide brokers with creative solutions to their business challenges, strengthening our partnerships
- Drive sales and marketing activities by aligning to the business plan, help brokers to grow their portfolios with Aviva
- Profit management through disciplined broker / portfolio management
- Give brokers insights into their portfolios to help them manage their business (and ours)
- Use analytics to identify trends, mix of business problems, LR issues, etc.
- Business planning and execution through the development of plans with brokers that align with Aviva’s territorial and line of business objectives
- Identifying strategic opportunities via portfolio transfers that add profitable volume to a broker’s book of business and identifying acquisition targets as well as consolidators
- Distribution assessment activities to fill any gaps
- Relationship management through building and strengthening relationships with principals, mid-managers, key producers and frontline staff
- Drive performance improvement tactics where applicable
- Develop solutions and find answers for their brokers by understanding their individual needs and providing expertise on how they can grow their business with Aviva.
Preferred Qualifications
- CIP designation an asset