Lead Partner - SME Risk

Lead Partner - SME Risk Purpose of the job: To help lead the SME Risk team to deliver Secondsight’s Health & Protection Proposition. Job summary: Reporting to the Head of Health and Protection, the role will involve leading the SME risk team, while also proactively managing an existing portfolio book, providing a high-quality consulting and advisory service to clients. The role will incorporate managing our PPA and working with the leading risk insurers. Key skills and personal attributes: · Deep experience in the group risk market as either an adviser or a supplier · Previous management experience either as a manager or team leader · Deep understanding of both life and Group Income Protection claims management · Excellent understanding of Protection and Healthcare products and the respective markets. · Proven track record of building rapport and developing strong relationships with clients and colleagues. · Ability to generate new revenue opportunities form existing clients, and to convert new prospects · Experience of dealing with client owners outside of the immediate team to establish credibility, gain trust, and generate client introductions. · Experience of negotiating with providers to secure best possible terms. Main Responsibilities: · As a Line Manager, to be directly responsible for the day-to-day management of the team including; effective resourcing, delegation of tasks, performance management (via monthly continuous performance reviews), development and engagement. Managing employee relation processes in line with FD policy with support from HR. · Assist the Head of Health and Protection in driving forwards Secondsight’s Health and Protection strategy, together with the Lead Partners for Corporate Risk, Corporate Healthcare and SME Healthcare. · Overall responsibility for a portfolio of protection schemes for a range of corporate clients, which will include: · Fact Find/initial advice calls · The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports. · Face to Face and telephone advice meetings with clients · Generating additional revenue opportunities · Answer and deal with inbound calls from clients, employees and benefit providers. · Adherence to the new business process for prospects · Ad Hoc project work which may include · Assisting Head of Health and Protection with Board reports · Any necessary catch up projects (e.g. for submissions or fees) · Drafting of technical articles and reports for compliance sign off About Us: At Secondsight we partner with HR and reward teams to design and deliver benefits strategies that help organisations attract, support and motivate employees while driving long-term business success. From workplace pensions and employee benefits communications to financial wellbeing education, healthcare broking and digital advice, we combine deep expertise with a people-first approach. Today, we support over 1,100 clients, have achieved an industry leading Net Promoter Score of +82, and have been recognised with 25 industry awards - reflecting the impact we deliver for our clients and their employees every day. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: · 25 days holiday (increasing by an additional day per annum up to 30 days) · Discretionary bonus · Foster Denovo will match your personal pension contribution up to a maximum of 7.5% · Life assurance of up to 4 x your salary; · Income protection of 75% of your basic salary in the event of long term sickness · Employees can use our financial advisers within the company for any financial advice or knowledge · Interest free season tickets loans, eye care and childcare vouchers. · Shopping discounts benefits portal (discounts on holiday, gym and high street retailers) Department Corporate Benefits Remote status Fully Remote About Foster Denovo We are a multi-award-winning national firm of financial advisers, established in 2005. Our expertise lies in providing specialist financial advice, services, and investment solutions for individuals, families, businesses, and charities. With over 30 prestigious industry awards and Platinum accreditation from Investors in People, we are proud to be recognised at the highest level. At Foster Denovo, our focus is always on people. We strive to meet every need and viewpoint, whether personal or corporate. This commitment to excellence has earned us an enviable reputation among businesses, partners, employees, and clients alike. Founded in 2005 Co-workers 500