As a Relationship Manager, you will be dedicated to maintaining efficient relationships and providing customer services to clients. The role will involve the crafting, review and issuance of policy documents and proposals. The position will work alongside the direct partnership team to develop a successful network of direct clients on a national basis.

You will be highly organised and comfortable building relationships and working with all levels of the firm. Stakeholder management and communication will be vital to the success of the role.

This position requires a self-driven, high-energy, creative professional who’s passionate about disrupting an industry and wants to be rewarded for their performance and contributions.

We believe that with a growth mindset, tech-first innovation, and focused execution, anything is possible. We value others’ insights and ideas to build a collaborative, entrepreneurial, and lighthearted environment.

Key Responsibilities;

• Open Trading Relationships at a national level with all direct partners
• Develop continued lead generation for Direct customers in the SME space in the US Market. Call identified leads and onboard with technology and/or applications to underwriting for the territory.
• Continue to review and refine the pipeline of direct leads coming into the company, Provide performance data on success ratios, targeted communication strategies and sales techniques to grow and scale our book of direct business relationships.
• Development of a target list of all Direct Key Accounts.
• Utilizing open source data for technology forward freight companies and potential partners. Champion Loadsure at industry conference events.

Client Relationships;

• Be the first point of contact for client inquiries.
• Handle inbound and outbound sale calls
• Perform accurate data entry and maintain integrity of customer information in the client system

Administration;

• Set and attend client meetings for new business and relationship management
• Day to day project admin including input into our project management system, to facilitate the management of business capacity and the organised flow of projects through the business

Business Development;

• Gain knowledge of the full range of resources available and use this to develop a broad understanding of the business
• Identify and pursue opportunities to get involved and contribute to the accounts, team and business
• Identify opportunities for up-sell
• Retain and sell new business to new and existing customers
• Support project teams in pitches for new business
• Review and provide clearance on High Value Shipment referrals within your partners and territory;
• Ensure timely and accurate data entry into Loadsure’s portal;
• Maintain your book of business by providing timely renewals to assureds;
• Liaising with claims, finance, compliance and engineering etc on matters affecting or related to accounts within the portfolio;
• Help maintain team standards through supporting other team members in achieving their service/quality levels and targets as required;
• Provided weekly reports to CCO outlining production, referrals and booked premiums;
• Complete required continued education training as assigned;
• Provide a professional service to clients in person, writing, email and telephone;
• Attend client meetings as required
• Other duties as assigned by your manager

Key Competencies;

Delivery

• Excellent communication skills and proven ability to forge and maintain relationships with clients
• Solutions focused attitude to resolve any challenges
• Excellent organizational skills – ability to provide the client with clear and accurate agendas, status reports and updates on request
• Monitor project deadlines and budgets; identify and communicate potential changes that may be required.
• Prepare materials for client presentations.
• Answer any queries regarding customer policies in a compliant and timely manner
• Generate and provide policy quotes for immediate coverage and short-term needs
• Ability to produce high quality documentation.
• Experience delivering presentations to senior stakeholders.
• The ability to facilitate workshops and meetings. For example, requirements gathering, project boards, technical review sessions or process design workshops.
• Proven ability to influence those outside of their direct reporting line.
• Proven attention to detail/extreme precision about the content of requirements of documents, weekly reports and status updates.
• The ability to work within an unstructured environment and without clear guidance.
• A good knowledge of corporate systems such as CRM etc.

Key relationships

• External
• Internal

Skills and Qualifications;

ESSENTIAL

• Understanding of insurance and insurance distribution
• Background in Underwriting/ Assistant Underwriting/ Commercial Accounts
• Proven experience in wholesale brokerage or in a retail broker role and looking to move into a sales role.
• Strong numeracy skills
• Excellent time management and organisational skills
• Strong communication skills
• Comfortable dealing with internal and external senior representatives
• Eagerness and willingness to learn
• Accuracy and attention to detail
• Self-starter and takes initiative
• Effective listening, strong verbal and written communications skills (including grammar)
• Must have outstanding interpersonal and problem solving skills

DESIRABLE

• Desired background in cargo/commercial auto/transportation
• Enthusiastic about emerging technology and insurtech
• Proficiency in Microsoft Word, Excel, PowerPoint
• Google Workspace

About Us;

We’re a human-centric insurtech startup, and we’re leveraging our proprietary smart technology to disrupt the global cargo and freight insurance market.

Now, having just closed an 8-figure Series A funding round with prestigious VC investors, we’re rapidly scaling to address broad risk exposure in the just-in-time supply chain and become the next insurtech unicorn.

The way we see it, the opportunities to innovate and create meaningful change are great. How so?

Today, 60-90% of cargo in transit is under or uninsured, creating unsustainable losses for some. The reason: Traditional insurance simply can’t work as fast as the supply chain moves.

Founded in November 2018, we’re taking direct aim at this massive global underinsurance crisis. Committed to agile value delivery, solid engineering principles, and continuous improvement, we’re delivering the instant, dynamic, one-click transactional insurance businesses need through AI and automation.

In short, we’re reinventing how the transportation and supply chain industries manage and mitigate risks—protecting the future growth of businesses and the people who rely on them.

Would you like to help drive the digital evolution of the 300-year-old global transportation insurance industry?

Drop us a line. This isn’t just another job, not any other office space. With Loadsure, you’ll have direct access to a strong, supportive, and highly-collaborative community that listens and grows with you. You’ll also enjoy the flexibility of remote working, commensurate pay, equity, and benefits.

Discover your rewarding career.

Credo

We believe with a growth mindset, tech-first innovation and focused execution, anything is possible. We value others’ insights and ideas to build a collaborative, entrepreneurial, and lighthearted environment.

Vision

Through the use of human-centric technology, we will be a global leader in end-to-end risk management.

Mission

We help Assureds understand risk and reduce loss by enabling Brokers to better serve their communities. We’re industry experts, using data and technology to create Insurance. Simplified.

Why work for Loadsure?

• Competitive salary
• Company stock options
• 25 annual leave days, in addition to our recognised national holidays
• Strong healthcare coverage for employees and their families
• A culture of work-life balance
• A community that gives back
• Remote working with great flexibility
• Engaging and collaborative work environment
• An exciting opportunity to work with a talented team that’s passionate about what they do and believes in their product and people
• Career development opportunities
• Access to corporate travel agents, allowing for discounted flight and hotel rates on personal travel

loadsure.net