Senior Commercial Insurance Broker

Purpose of role

The purpose of this role is to support the People Development Manager & Senior Consultants across the full life cycle of activities that take place within the line of business, in particular co-ordination and delivery activities which ensure our clients experience a fantastic delivery service from Connor and our delivery team are supported to achieve this.  

This role will be responsible for select activities in the following key areas: 

 Associate allocations, capacity planning and administration support

• Project coordination and administration for both client facing and internal projects
• Project managing events such as assessment and CPD days
• Project tracking, reporting and coordination.

Billable client delivery.

Operational tracking, reporting and coordination for People Development work. 

• Tracking all work via the line of business work plan & sales pipeline ensuring an accurate picture of upcoming and past client delivery. 
• Managing delivery and Zoom calendars to ensure no conflicts in delivery scheduling. 

30%

• Coordinate all client projects end to end alongside project manager (if applicable)
• Complete accurate administration in relation to all projects e.g. VoicePrint set up, chasing, printing and binding.
• Create and manage client reporting as agreed in project plan. Includes setting up survey monkey surveys for delivery and coaching evaluation.

50%

Associate allocations, capacity planning and administration support

• Act as first point of contact for all associate queries.
• Manage associate availability for delivery and send associate rate cards.
• Manage onboarding process for new associates and ensure they are set up smoothly and efficiently
• Participate in community calls and events.

15%

• Coordinate all events such as associate assessment days & CPD events
• Liaise with attendees

5%

Mandatory skills & experience

• Strong communication and influencing skills and can build instant credibility and long-term relationships with stakeholders of all levels
• Comfortable working across organisational levels (HR Director and down)
• Demonstrable project coordination experience with an eye for detail and accuracy
• Excellent writing skills
• Practical, pragmatic and hands on, thriving under pressure and responsibility
• Is happy working at pace on numerous simultaneous tasks
• Must have thick skin, tenacity and be able to demonstrate being able to work in ambiguity
• Competent in MS office suite with excellent Excel, PowerPoint and word skills

Desired skills & experience

• Background/qualification in HR, L&D or Psychology
• Worked in a sales driven and or customer facing organisation preferably in an SME and/or start-up scenario where things are being built from scratch or created for the first time.