Job Competencies for Responsible Officer
- Motivate and lead a team
- Set staff business goals
- Develop & counsel staff capabilities
- Develop, implement and achieve strategic business plans.
- Implement adequate resources & support systems for the business to achieve its strategic goals:
- staff levels
- training
- information support system
- supplier relationships
- Ensure an acceptable return on capital invested and shareholders' funds.
- Ensure the development, monitoring and controlling of revenue and expenditure budgets.
- Identify business opportunities by monitoring product and service trends
- Acquire new clients and retain and develop existing clients according to the strategic plan of the business;
- Implement promotional strategies
- Monitor and review sales plan implementation
- Develop guidelines for broking services
- Establish client risk assessment methodology
- Establish client contact criteria
- Determine procedures for documentation
- Implement operational procedures to ensure compliance with all relevant statutory and industry requirements and codes.
- Establish, implement and monitor client service standards
- Develop and maintain an appropriate knowledge of the insurance industry, markets and products.
Use personal effectiveness techniques at a level appropriate to the position:
- negotiation and sales skills
- Plan and organise work
- Develop and deliver presentations
Management
Qualification Programs:
Planning and control
- Brokerage business planning review processes
- Brokers’ professional Indemnity
- Information support systems in a broking office
- Human resources management in a broking office
- Staff training programs in a broking office
Project management courses:
Communications management
Human Resource Management
Microsoft Project:
Sales & marketing
Client service
Establishing broking client risk assessment methodology
Establishing supplier relationships in a broking business
Operations & compliance
Technical knowledge
Personal effectiveness
Excel Courses:
Outlook Courses:
PowerPoint Courses
Word Courses:
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