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Generate new workplace pension business by advising corporate clients, developing referrals with risk and healthcare consultants, attending industry events, and supporting the firms established pension proposition. Focus on business development and client relationship building while maintaining professional qualifications and continuous development.

Manage renewals and new business for private clients, conduct pre-renewal reviews, recommend suitable insurer policies, handle claims support, maintain accurate client records, meet retention and sales targets, and comply with training, regulatory and credit-control procedures.

Develop and retain commercial insurance clients by sourcing new business, preparing quotations, renewals and MTAs, placing cover across commercial lines, maintaining insurer relationships, meeting FCA requirements, and delivering sales and service targets.