Corporate Broking Manager

Bath, Somerset
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Position - Corporate Broking Manager

Location - Clevedon/Somerton

Salary - Negotiable + car allowance & benefits

Overview

We are currently looking for a Corporate Broking Manager to join the successful regional team in the South West based out of Clevedon or Somerton.

This is a senior role that requires close working with the Sales Director to provide appropriate oversight, leadership and support to the B&B South-West corporate strategy and B&B South-West corporate teammates when handling and broking our largest existing clients & new prospect relationships. You will take a lead role in insurer liaison when discussing Corporate Placement and manager those relationships to obtain best mutual outcome.

Whilst engaging with wider B&B group you will ensure the region continues to align to UK strategy you will provide expertise and feedback to help shape our ongoing development. A key aspect is being a strong technical resource and referral point who can problem solve and find solutions.

This is a long term and progressive opportunity with a growing and exciting future, we are keen to hear from those with the right commercial/corporate insurance broking and leadership experience.

The Day to Day;

Influence & support the delivery of the corporate new business budget and the retention of B&B South-West corporate clients.
Be available and thoroughly reliable in supporting the needs of B&B South-West corporate teammates.
Attend relevant corporate client visits, providing expertise and guidance to key client relationships.
Contribute to the corporate pipeline creation and telesales function, attend relevant meetings and maintain a list of pipeline opportunities.
Support the delivery of quarterly corporate meetings, providing content and contributing to the creation of stimulating agendas.
Liaise with insurers and share relevant existing and new business opportunities in line with the B&B insurer partner strategy.
Provide technical expertise and support to teammates
Contribute to the development of the overall B&B corporate strategy and documentation suite
Complete all roles and tasks as required by your line manager, ensuring you adhere to B&B procedures and policies at all times
Create a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered.
Debt Management - ensure all monies are collected and allocated appropriately, report any current, potential or perceived problems with bad debt.
Carry out Annual and Mid Year reviews with any/all direct reports
Performance manage any underperforming teammates, get support from HR or Line manager when needed
Complete any training that is deemed necessary for your role and fully prepare for your regular 1-2-1s and year-end review. Ensure you agree and complete the actions set in line with your development plan.
Adherence to the B&B Training & Competency scheme. Receive audit feedback and ensure any improvements identified and communicated to you are implemented.
Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD)

What's on offer

Negotiable salary and car allowance plus bonuses
Wide range of additional addon benefits and discounts (Pension Holiday etc)

Your Experience

Exceptional technical knowledge of the commercial insurance market
A wide knowledge of commerce and industry and familiarity with as well as ability to study the market and forecast economic trends
Ability to develop and maintain business contacts and goodwill
Excellent interpersonal, written and verbal communication skills
Ability to prepare and present reports
Pro-active and self-motivated
Excellent planning and organisation skills to meet deadlines
Excellent attention to detail
Co-operative and supportive team player
Represent the Company in a professional manner at all times

Job Info
CV-Library logo
Job Title:
Corporate Broking Manager
Company:
CV-Library
Location:
Bath, Somerset
Salary:
Competitive
Posted:
Jun 12th 2025
Closes:
Jul 13th 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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