Business Partner

**JOB PURPOSE**

Assists in planning and implementing pursuit of strategic opportunities for
Business Insurance, by cultivating client relationships or other commercial
relationships and identifying new markets for Business Insurance products or
services.

**RESPONSIBILITIES**

**Business Development**
Monitor and assess sales and market data for a specific geographic region and
market segment; and produce reports that will assist management in formulating
strategy and identifying areas in the market where business can be developed.

**Customer Relationship Development / Prospecting**

Develop and implement relationship management plans for complex potential
customer accounts to identify and build relationships with relevant decision
makers and influencers within the customer organisation and to enable effective
two-way flow of information and resolution of issues.

**Customer Needs Clarification**

Set clear objectives for each sales call; develop and make presentations that are
tailored to the known interests, needs, issues, and concerns of decision makers
and influencers within the customer organisation; gather and analyse relevant information; and gain agreement to a statement of customer requirements.

**Sell Customer Propositions**

Use personal expertise to identify the complex standard products and/or services
offered by the organisation that meet the customer's needs, together with
quantities and product configurations. Present these to the customer with a clear
rationale and at standard commercial terms, referring to senior colleagues where
necessary to ask for concessions (e.g., price reduction) that gain the customer's
agreement.

**Sales Opportunities Creation**

Develop a personal network within the business sector and represent the
organisation at business sector events. Obtain market intelligence and enhance
the visibility and reputation of the organisation, its products, and its services.
Customer Relationship Management / Account Management
Develop and implement a customer contact plan to communicate product
launches and engage the customers in relevant sales campaigns. Act as first
point of contact for customer queries and complaints and resolve these, referring
complex issues to others and ensuring that the customer receives an appropriate
response.

**Customer Relationship Management (CRM) Data**

Enter customer information that has been gathered through research and/or
through direct customer contact into the customer relationship management
system, to ensure that the organisation has quality data to enable effective
customer retention and business development activities OR Ensure that team
members maintain up-to-date customer relationship management data,
identifying and resolving issues.

**Operational Compliance**

Maintain and renew a deep knowledge and understanding of the organisation's
policies and procedures and of relevant regulatory codes and codes of conduct,
and ensure own work adheres to required standards.

**Personal Capability Building**

Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation (CPD, Class of Business) where relevant to improve performance and fulfill personal potential. Maintain an indepth understanding of technology, external regulation, and industry best
practices through ongoing education, attending conferences, and reading
specialist media.

**BEHAVIORAL COMPETENCIES**

**Customer Focus**

Builds strong customer relationships and delivers customer-centric solutions. For
example, keeps in contact with customers to ensure problems are resolved, or to
improve customer service. Studies customer feedback and emerging customer
needs and uses these to determine some creative new ideas.

**Drives Results**

Consistently achieves results, even under tough circumstances. For example,
holds self to high standards of performance; sets some challenging goals; wants
to achieve meaningful results; pursues initiatives/efforts to successful completion
and closure. Focuses on key goals, even during setbacks and obstacles.

**Communicates Effectively**

Develops and delivers multi-mode communications that convey a clear
understanding of the unique needs of different audiences. For example, listens
attentively and takes an interest. Keeps others well informed; conveys
information clearly, concisely, and professionally when speaking or writing.

**Interpersonal Savvy**

Relates openly and comfortably with diverse groups of people. For example,
takes time to build rapport in meetings; speaks about common interests and
priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains
productive relationships with a wide variety of people and from a range of
backgrounds.

**Manages Complexity**

Makes sense of complex, high quantity, and sometimes contradictory information
to effectively solve problems. For exa