Head of Practice, Financial Lines
Core
Lead the financial services client practice for a specialist insurance broker, managing key relationships and driving business growth in Financial Lines.
Role type
Senior IC financial lines broker (practice head)
Builds
Financial lines insurance coverage and advisory services for wealth and financial services clients
Domain
Insurance broking / Financial services
Deliverable
client delivery
Required skills
Financial Lines broking expertise, client relationship management, business development, insurance placement and negotiation, strategic planning, CRM and data tools management
Preferred skills
Experience with financial services clients (advice businesses, licensees, platforms, fund managers), offshore insurer relationships, technology adoption
Technologies
CRM systems, data-driven tools
Responsibilities
Lead and grow the financial services client practice; Own relationships with senior decision makers at clients, insurers and referral partners; Build new business through referral and partner channels; Guide prospective clients through a structured advisory process; Place and negotiate cover with domestic and overseas insurers; Shape business strategy, operations and new products; Improve systems, CRM and data-driven tools