Corporate SME ( Insurance Broking)_Rz

Below is a polished, ready‑to‑publish version of the SME Insurance Relationship Manager role.
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Job Title: SME Insurance Relationship Manager

Location: [City, Country] – Hybrid/Remote options available
Employment Type: Full‑time, Permanent
Reports To: Head of Commercial Insurance / Business Development Director

About Us

[Company Name] is a leading insurance broker dedicated to helping small‑ and medium‑sized enterprises protect what matters most. Our client‑centric culture, innovative product suite, and data‑driven approach enable us to deliver tailored risk‑management solutions that drive growth for our partners. We’re expanding our commercial team and looking for a dynamic, client‑focused professional to own and grow a portfolio of SME accounts.

Why This Role Matters

As the primary point of contact for our SME clients, you will blend relationship management, service delivery, and sales to:

• Protect and grow our clients’ businesses through the right insurance solutions.
• Drive revenue by uncovering new opportunities and cross‑selling complementary products.
• Elevate client satisfaction and retention through proactive, high‑quality service.

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Key Responsibilities

Area	What You’ll Do
Portfolio Management	• Own a defined portfolio of SME clients, understanding their business models, risk exposures, and insurance needs. • Conduct regular review meetings and risk assessments to keep coverage current.
Business Development	• Identify, qualify, and pursue new business opportunities within the SME segment. • Generate leads through networking, referrals, and market research.
Solution Design & Cross‑Selling	• Develop tailored insurance and financial solutions (e.g., property, liability, group health, cyber, employee benefits). • Execute cross‑sell strategies to increase wallet share and meet revenue targets.
Sales & Performance	• Meet or exceed individual and portfolio sales targets. • Track pipeline, forecast revenue, and report on key performance metrics.
Client Service & Coordination	• Respond promptly to client inquiries and issues. • Liaise with underwriting, claims, and operations teams to ensure seamless service delivery.
Retention & Satisfaction	• Implement retention initiatives (e.g., loyalty programs, value‑add services). • Monitor Net Promoter Score (NPS) and act on feedback to improve the client experience.
Compliance & Documentation	• Ensure all proposals, policies, and communications comply with regulatory standards and internal guidelines.

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What You’ll Bring

Skill / Experience	Desired Level
SME Relationship Management	Proven experience managing a portfolio of small‑ to medium‑size business clients.
Insurance Sales & Product Knowledge	Strong understanding of commercial lines (property, liability, group health, cyber, etc.).
Business Development & Lead Generation	Demonstrated ability to source, qualify, and close new business.
Cross‑Selling & Revenue Growth	Track record of expanding product penetration within existing accounts.
Customer Service & Negotiation	Excellent communication, problem‑solving, and negotiation abilities.
Target‑Driven & Organized	Ability to manage multiple accounts, priorities, and deadlines while hitting sales quotas.
Education	Bachelor’s degree (or equivalent).
Preferred Background	Experience in insurance broking, corporate/group insurance, or a related financial services role.

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What We Offer

• Competitive base salary + uncapped commission structure.
• Comprehensive benefits package (health, dental, retirement, life insurance).
• Ongoing professional development – certifications, training, and industry events.
• Collaborative, high‑performance culture with clear career progression pathways.
• Flexible working arrangements and modern office environment.

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How to Apply

1. Submit your CV and a brief cover letter outlining:

   • Your most relevant SME insurance experience.
   • A specific example of how you grew revenue through cross‑selling.
   • Why you’re excited about joining [Company Name].

2. Application Deadline: [Insert Date]

We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

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[Company Name] is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Feel free to adjust the location, company name, benefits, or any other details to match your organization’s specifics.