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Reporting to the SDD, this is an external home-based sales role. The KAM will be responsible for supporting our top broker firm relationships so they can deliver budgeted volume and value for the panel of firms, with a focus on our industry profile and reputation.
The KAM will take ownership of the firms to develop strategic partnerships, agree business plans, and deliver MI focused on improving business levels and quality of business.
The KAM will be required to develop a deep understanding of each account and ensure that the Gen H proposition is understood and supported and that all brokers within the firms are educated on how to place business in our target market. The KAM will be responsible for ensuring all firms are aware of any new products and messages and will work closely with colleagues across the business to help support our growth.
You would be a great match for this role if you are/have:
- Looking for a role in an exciting, friendly, mission-oriented startup scale-up environment
- Proven ability to build strong meaningful relationships with internal colleagues and external firms
- Minimum 5 years of successful commercial experience within the mortgage/financial services industry at business development/key account level
- Clear written and verbal communication skills with the ability to build rapport with the firms and brokers you speak with
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Responsibilities
- Events and representation: Attend broker events, meetings, and training days to represent Gen H and build stronger relationships face-to-face. Ensure all firms in the Key Account Panel have regular review meetings (either face to face or virtually) and new advisers are onboarded and trained.
- Webinars and training: Host educational webinars and onboarding sessions for new brokers to drive engagement and awareness.
- Process development: Contribute to improving internal sales processes, such as monitoring outbound activity and optimising CRM functionality.
- Market feedback: Share insights and broker feedback with the wider team to help improve propositions, service delivery, and communications.
- Case enquiries: Respond to new case enquiries and DIP queries to generate repeat business and deepen broker relationships.
- Case management: Actively support brokers to progress their cases, including working with internal teams to remove friction and improve time to offer.
- Cross-functional collaboration: Liaise with underwriting, operations, pricing, and risk to help troubleshoot and push cases forward.
- Policy expertise: Maintain strong working knowledge of Gen H criteria and policies, and policies and apply this confidently in complex or nuanced scenarios.
- Creative problem solving: Think critically and resourcefully to help brokers find solutions for cases that don’t fit the traditional mould.
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Benefits
- Private Health Care with Vitality
- Enhanced maternity leave
- 38 days’ holiday (including bank holidays)
- Regular Snacks and Learns
- Cycle to Work Scheme
- Flexible and hybrid working
- Half day Fridays once per month
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