Distribution Quality Manager

  • MERJE Ltd
  • Dec 07, 2021
Full time Insurance

Job Description

Reporting to the Head of Intermediated Sales Quality, the role is to own, enhance and report on distribution quality management (DQM) within the business' intermediated distribution chains.

Key Responsibilities

  • Promote protection sales quality within adviser firms through the monitoring of sales quality scorecards and the profitability.
  • Take action with adviser firms based on these scores by co-ordinating:
    • Terms alterations
    • Targeted training / coaching
    • Enhanced Service offerings;
    • Targeted risk controls
  • Provide the business with regular reports on progress and KPI measurement.
  • The role requires working with a variety of stakeholders and subject matter experts at all levels of the business as well as some nationwide travel between offices, it's franchise partners and end distributors where required.

Accountabilities

  • Collation, analysis and dissemination of sales quality scorecards.
  • Quality coaching on best practice and practical ways to embed quality within broker firms.
  • Augmentation of commission terms and added value propositions to reward high quality firms and penalise those of poor quality.
  • Be a point of contact and ambassador for distribution quality management to both external brokers and internal sales support functions.
  • Liaise closely with senior distribution stakeholders to define, promote and embed sales quality practices in conjunction with commercial imperatives and sales targets.
  • Provision of relevant best practice content for learning and development teams.
  • Manage DQM communications and actions tracking through CRM platform.
  • Track and report on the efficacy of DQM efforts through monitoring of quality KPIs and profitability of new business inflows.
  • Contribute to discussions with the business' reinsurance partners regarding the management of protection sales quality.

Skills Required

  • Experience within regulated protection sales industry.
  • Work experience with an FCA regulated protection / insurance broker.
  • Advanced working knowledge of Microsoft Excel and data consolidation/analysis.
  • Experience of quality management and sales development with regulated protection sales.
  • Strong balance of risk / quality vs commercial imperatives.
  • Excellent verbal and written communication skills.
  • Ability to convey complicated ideas in a simple, relatable way as well as achieve by in to pushing quality focused agenda.
  • Diplomacy and tact in dealing with business sensitive information
  • Ability to multi-task and prioritise activities.
  • Able to analyse and report on data - Data manipulation, Formula creation, Charts and graphs, Pivot tables.
  • Ability to produce accurate reports within short time periods.
  • Demonstrate a high attention to detail in performing tasks.
  • Self-starter able to work under pressure to tight deadlines.
  • Able to work both independently and within a team environment.