63 Odoo Implementation jobs in the United Kingdom

Neighborly (yes, without a u) was established over 40 years ago in the United States as a small family business. Since then, Neighborly has grown into a world-leading company in home services. Landing in the UK in 2010 as Neighbourly with a focus on acquiring and developing premium franchise brands within the home service industry. In the 15 years that Neighbourly has been in the UK, it has shown its keen intent for growth, with over 330 locations across 6 brands, and over 4,000 frontline operatives. Gaining a strong reputation for investment and franchisee development, consistently growing year-on-year.

Our Brands:

• Pimlico Plumbers
• Drain Doctor
• Bright & Beautiful
• Countrywide Grounds Maintenance
• Dream Doors
• Greensleeves Lawn Care

Brand Info:

Whilst the role may encompass other brands within the group, the role will be mainly working for Pimlico Plumbers:

At Pimlico Plumbers, we are London's No.1 Premium Service Provider and have been improving and maintaining properties for over 45 years. Since 1979, our growth has been fuelled by our commitment to excellence, both in the quality of our service and the effectiveness of our sales strategies. As part of the Neighborly family, we now have even more resources and broader opportunities for further growth.

Purpose of the role:

The Business Solutions Manager will design, develop, and implement a new Business Solution system across our network. The Business Solutions Manager is data-driven and creative and can map out the company’s process in buying, data, sales, field management, finance, and other areas to ensure the Business Solution can be developed correctly. After assisting with design and development they will then be responsible for implementation across the business. Promoting across the business and educating and training where necessary. They will lead and deliver the Business Solution vision and strategy to drive acquisition, engagement, retention, and loyalty.

Key responsibilities:

• This role will support departments, customers, and internal business process activities across the business through the effective use of Business Solution.
• Hands-on technical lead who can make complex configuration changes to support business processes.
• Manage the analysis, configuration, testing and implementation of the Business Solution
• Manage the development the Business Solution and associated systems.
• Ability to follow prescribed methodology in understanding the current business processes, gathering requirements, and producing a specification that will form the basis of the new system.
• Maintain all required documentation including process maps and specifications to support the business change and development programme.
• Consider and evaluate the opportunities and potential risks attached to the recommendations made suggesting appropriate mitigation options.
• Collaborate across all levels of the business from Executives to end users to fully understand their needs.
• Collaborate with developers and business partners for system enhancements and upgrades.
• Fully own the Business Solution. Defend data quality, preserving a view of engagement behaviour to understand communications performance/KPIs.
• Manage all future changes, releases, updates, and enhancements to the system.
• Identify continuous improvement opportunities for assigned systems and processes.
• Provide end user training, ensuring process and procedures are always followed.
• Work closely with internal teams to establish data insights, quality/knowledge of the data and develop reporting views to visualise performance of programmes & campaigns.
• Use insights and analytics to refine concepts and deliverables.
• Any other reasonable duty that falls within your capabilities.

This role profile provides an indication of the role’s key accountabilities and is not intended to cover the whole scope of the role.

Experience and skills:

• We are looking for someone who can take complex systems and create clarity, simplicity and be able to share their findings with the wider team. You will be inquisitive and have no issues with asking lots of questions, or for diagrams or documentation of existing systems to help you discover more. You bring people together to dive into problems, ensuring you do not become the centre of all knowledge.
• You engage stakeholders and understand the objectives using empathy. You will need to be patient and proactive to understand what people do, not just what they say they do.
• You will have the skills and confidence to identify and engage key business stakeholders and other development to build a clear picture of requirements using shared context and domain language that everyone understands.
• Demonstrative success in implementing and developing a Business Solutions platform for data management.
• Ability to manage and prioritise multiple projects from messaging and channel strategy to design and technical requirements.
• Proven track record of turning data insight into commercial, actionable recommendations.
• Knowledge of customer segmentation, list management, deliverability, compliance and GDPR regulation.
• Experience in delivering Business Solutions strategy suitable to B2B and B2C services and the overall customer journey.
• Excellent interpersonal skills and the ability to build strong relationships with a wide variety of people.
• Comfortable getting 'hands on' in a fast-paced, target driven environment.
• Exceptional communication skills - both written and verbal.

Inclusivity statement:

Neighbourly is fully committed to Equal Employment Opportunity and to attracting, retaining, developing, and promoting the most qualified employees without regard to their age, sex, disability, gender reassignment, marriage and civil partnership, race, religion or belief and sexual orientation. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.

Neighborly (yes, without a u) was established over 40 years ago in the United States as a small family business. Since then, Neighborly has grown into a world-leading company in home services. Landing in the UK in 2010 as Neighbourly with a focus on acquiring and developing premium franchise brands within the home service industry. In the 15 years that Neighbourly has been in the UK, it has shown its keen intent for growth, with over 330 locations across 6 brands, and over 4,000 frontline operatives. Gaining a strong reputation for investment and franchisee development, consistently growing year-on-year.

Our Brands:

• Pimlico Plumbers
• Drain Doctor
• Bright & Beautiful
• Countrywide Grounds Maintenance
• Dream Doors
• Greensleeves Lawn Care

Brand Info:

Whilst the role may encompass other brands within the group, the role will be mainly working for Pimlico Plumbers:

At Pimlico Plumbers, we are London's No.1 Premium Service Provider and have been improving and maintaining properties for over 45 years. Since 1979, our growth has been fuelled by our commitment to excellence, both in the quality of our service and the effectiveness of our sales strategies. As part of the Neighborly family, we now have even more resources and broader opportunities for further growth.

Purpose of the role:

The Business Solutions Manager will design, develop, and implement a new Business Solution system across our network. The Business Solutions Manager is data-driven and creative and can map out the company’s process in buying, data, sales, field management, finance, and other areas to ensure the Business Solution can be developed correctly. After assisting with design and development they will then be responsible for implementation across the business. Promoting across the business and educating and training where necessary. They will lead and deliver the Business Solution vision and strategy to drive acquisition, engagement, retention, and loyalty.

Key responsibilities:

• This role will support departments, customers, and internal business process activities across the business through the effective use of Business Solution.
• Hands-on technical lead who can make complex configuration changes to support business processes.
• Manage the analysis, configuration, testing and implementation of the Business Solution
• Manage the development the Business Solution and associated systems.
• Ability to follow prescribed methodology in understanding the current business processes, gathering requirements, and producing a specification that will form the basis of the new system.
• Maintain all required documentation including process maps and specifications to support the business change and development programme.
• Consider and evaluate the opportunities and potential risks attached to the recommendations made suggesting appropriate mitigation options.
• Collaborate across all levels of the business from Executives to end users to fully understand their needs.
• Collaborate with developers and business partners for system enhancements and upgrades.
• Fully own the Business Solution. Defend data quality, preserving a view of engagement behaviour to understand communications performance/KPIs.
• Manage all future changes, releases, updates, and enhancements to the system.
• Identify continuous improvement opportunities for assigned systems and processes.
• Provide end user training, ensuring process and procedures are always followed.
• Work closely with internal teams to establish data insights, quality/knowledge of the data and develop reporting views to visualise performance of programmes & campaigns.
• Use insights and analytics to refine concepts and deliverables.
• Any other reasonable duty that falls within your capabilities.

This role profile provides an indication of the role’s key accountabilities and is not intended to cover the whole scope of the role.

Experience and skills:

• We are looking for someone who can take complex systems and create clarity, simplicity and be able to share their findings with the wider team. You will be inquisitive and have no issues with asking lots of questions, or for diagrams or documentation of existing systems to help you discover more. You bring people together to dive into problems, ensuring you do not become the centre of all knowledge.
• You engage stakeholders and understand the objectives using empathy. You will need to be patient and proactive to understand what people do, not just what they say they do.
• You will have the skills and confidence to identify and engage key business stakeholders and other development to build a clear picture of requirements using shared context and domain language that everyone understands.
• Demonstrative success in implementing and developing a Business Solutions platform for data management.
• Ability to manage and prioritise multiple projects from messaging and channel strategy to design and technical requirements.
• Proven track record of turning data insight into commercial, actionable recommendations.
• Knowledge of customer segmentation, list management, deliverability, compliance and GDPR regulation.
• Experience in delivering Business Solutions strategy suitable to B2B and B2C services and the overall customer journey.
• Excellent interpersonal skills and the ability to build strong relationships with a wide variety of people.
• Comfortable getting 'hands on' in a fast-paced, target driven environment.
• Exceptional communication skills - both written and verbal.

Inclusivity statement:

Neighbourly is fully committed to Equal Employment Opportunity and to attracting, retaining, developing, and promoting the most qualified employees without regard to their age, sex, disability, gender reassignment, marriage and civil partnership, race, religion or belief and sexual orientation. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.

• BASELINE INFORMATION

  JOB TITLE:
  Business Solutions Manager

  JOB TYPE:
  Permanent

  LOCATION:
  London (with occasional travel to another UK site)

  TYPE:
  Office-Based - 5 days per week

  HOURS:
  40 hours per week
  
  

  ABOUT US
  
  

  The organisation was established over 40 years ago as a small family business and has since grown into a world-leading company in home services. It expanded into the UK in 2010 with a focus on acquiring and developing premium franchise brands within the home service industry.

  Over the past 15 years in the UK, the company has demonstrated a strong commitment to growth, now operating hundreds of locations across multiple brands and employing thousands of frontline operatives. It has built a strong reputation for investment, franchisee development, and consistent year-on-year growth.

• Brand Info:
  While the role may encompass other brands within the group, it will mainly support one of the leading premium service providers in London. The brand has been operating for over 45 years, recognised for its high-quality service and sales strategies.

  As part of the wider group, the company benefits from substantial resources and opportunities for further growth.
  
  

  REPORTING STRUCTURE
  
  

  REPORTS TO:
  Managing Director (Group)

  DIRECT REPORTS:
  N/A

  KEY RELATIONSHIPS:

  • Franchise Network

  • Head Office Team

  • Group IT Functions
    
    

  PURPOSE OF THE ROLE
  
  

  The Business Solutions Manager will design, develop, and implement a new Business Solution system across the network. They will be data-driven and creative, mapping company processes across multiple departments (buying, data, sales, field management, finance, etc.) to ensure correct development and integration.

  After assisting with design and development, they will oversee implementation, promotion, education, and training. They will lead and deliver the vision and strategy for the Business Solution to drive acquisition, engagement, retention, and loyalty.
  
  

  KEY RESPONSIBILITIES
  
  

  • Support departments, customers, and internal processes through effective use of the Business Solution.

  • Act as a hands-on technical lead capable of making complex configuration changes.

  • Manage analysis, configuration, testing, and implementation.

  • Oversee development of the Business Solution and related systems.

  • Follow structured methodologies for mapping current processes, gathering requirements, and producing technical specifications.

  • Maintain all required documentation, including process maps and specifications.

  • Assess opportunities and risks, proposing mitigation options.

  • Collaborate across all levels of the business to understand needs.

  • Work with developers and business partners for enhancements and upgrades.

  • Own the Business Solution, maintaining data quality and engagement insights.

  • Manage updates, releases, and future enhancements.

  • Identify continuous improvement opportunities.

  • Provide user training and ensure adherence to procedures.

  • Work with internal teams to enhance data insights and reporting.

  • Use analytics to refine concepts and deliverables.

  • Carry out other reasonable duties as required.
    
    

  EXPERIENCE / SKILLS / KNOWLEDGE
  
  

  EXPERIENCE:

  • Ability to simplify complex systems and communicate findings effectively.

  • Inquisitive and thorough approach to understanding existing systems and processes.

  • Strong stakeholder engagement and collaboration skills.

  • Proven experience implementing and developing Business Solutions for data management.

  • Ability to manage and prioritise multiple concurrent projects.

  • Demonstrated success turning data insights into actionable recommendations.

  SKILLS / KNOWLEDGE:

  • Understanding of customer segmentation, list management, deliverability, compliance, and GDPR.

  • Experience delivering Business Solutions for B2B and B2C services.

  • Strong interpersonal and communication skills.

  • Comfortable working in a fast-paced, results-oriented environment.
    
    

  BEHAVIOURS
  
  

  • Hard-working

  • Detail-oriented

  • Motivated
    

Venquis is acting as an Employment Agency in relation to this vacancy.

• BASELINE INFORMATION

  JOB TITLE:
  Business Solutions Manager

  JOB TYPE:
  Permanent

  LOCATION:
  London (with occasional travel to another UK site)

  TYPE:
  Office-Based - 5 days per week

  HOURS:
  40 hours per week
  
  

  ABOUT US
  
  

  The organisation was established over 40 years ago as a small family business and has since grown into a world-leading company in home services. It expanded into the UK in 2010 with a focus on acquiring and developing premium franchise brands within the home service industry.

  Over the past 15 years in the UK, the company has demonstrated a strong commitment to growth, now operating hundreds of locations across multiple brands and employing thousands of frontline operatives. It has built a strong reputation for investment, franchisee development, and consistent year-on-year growth.

• Brand Info:
  While the role may encompass other brands within the group, it will mainly support one of the leading premium service providers in London. The brand has been operating for over 45 years, recognised for its high-quality service and sales strategies.

  As part of the wider group, the company benefits from substantial resources and opportunities for further growth.
  
  

  REPORTING STRUCTURE
  
  

  REPORTS TO:
  Managing Director (Group)

  DIRECT REPORTS:
  N/A

  KEY RELATIONSHIPS:

  • Franchise Network

  • Head Office Team

  • Group IT Functions
    
    

  PURPOSE OF THE ROLE
  
  

  The Business Solutions Manager will design, develop, and implement a new Business Solution system across the network. They will be data-driven and creative, mapping company processes across multiple departments (buying, data, sales, field management, finance, etc.) to ensure correct development and integration.

  After assisting with design and development, they will oversee implementation, promotion, education, and training. They will lead and deliver the vision and strategy for the Business Solution to drive acquisition, engagement, retention, and loyalty.
  
  

  KEY RESPONSIBILITIES
  
  

  • Support departments, customers, and internal processes through effective use of the Business Solution.

  • Act as a hands-on technical lead capable of making complex configuration changes.

  • Manage analysis, configuration, testing, and implementation.

  • Oversee development of the Business Solution and related systems.

  • Follow structured methodologies for mapping current processes, gathering requirements, and producing technical specifications.

  • Maintain all required documentation, including process maps and specifications.

  • Assess opportunities and risks, proposing mitigation options.

  • Collaborate across all levels of the business to understand needs.

  • Work with developers and business partners for enhancements and upgrades.

  • Own the Business Solution, maintaining data quality and engagement insights.

  • Manage updates, releases, and future enhancements.

  • Identify continuous improvement opportunities.

  • Provide user training and ensure adherence to procedures.

  • Work with internal teams to enhance data insights and reporting.

  • Use analytics to refine concepts and deliverables.

  • Carry out other reasonable duties as required.
    
    

  EXPERIENCE / SKILLS / KNOWLEDGE
  
  

  EXPERIENCE:

  • Ability to simplify complex systems and communicate findings effectively.

  • Inquisitive and thorough approach to understanding existing systems and processes.

  • Strong stakeholder engagement and collaboration skills.

  • Proven experience implementing and developing Business Solutions for data management.

  • Ability to manage and prioritise multiple concurrent projects.

  • Demonstrated success turning data insights into actionable recommendations.

  SKILLS / KNOWLEDGE:

  • Understanding of customer segmentation, list management, deliverability, compliance, and GDPR.

  • Experience delivering Business Solutions for B2B and B2C services.

  • Strong interpersonal and communication skills.

  • Comfortable working in a fast-paced, results-oriented environment.
    
    

  BEHAVIOURS
  
  

  • Hard-working

  • Detail-oriented

  • Motivated
    

Venquis is acting as an Employment Agency in relation to this vacancy.

At Capgemini Invent, we believe difference drives change. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients to deliver cutting-edge solutions. Join us to drive transformation tailored to our client's challenges of today and tomorrow. Informed and validated by science and data. Superpowered by creativity and design. All underpinned by technology created with purpose.

YOUR ROLE

In this role you will play a key role in:

Solutions Design:

· Leading the end-to-end design of AI-driven business solutions using Microsoft technologies.

· Translating business challenges into scalable, secure, and high-performing solutions.

· Collaborating with clients, delivery teams, and Microsoft to define solution roadmaps and strategies.

· Ensuring alignment with enterprise architecture, data governance, and security standards.

Product Leadership:

· Acting as a subject matter expert on Microsoft AI capabilities, including Azure OpenAI, Copilot Studio, and Power Platform AI Builder.

· Guiding clients in selecting and adopting the right Microsoft AI tools for their business needs.

· Staying ahead of Microsoft product updates and roadmap to advise clients on innovation opportunities.

· Leading product demos, proof-of-concepts, and workshops to showcase value and drive adoption.

· Serving as a trusted advisor to senior stakeholders, shaping AI strategy and solution vision.

· Supporting pre-sales activities including proposal development, solutioning, and client presentations.

· Overseeing delivery quality, ensuring solutions meet business objectives and technical excellence.

· Mentoring and coaching junior consultants within the Microsoft practice.

Operational Excellence

· Demonstrating a passion for high-quality solutions, setting design standards and best practices

· Ensuring capacity, skills, and availability are maintained proactively

· Contributing to practice development, including operations, recruitment, and team activities

· Completing operational tasks with accuracy and timeliness to support smooth execution

· Advocating and contributing to the growth of the Microsoft practice and wider community

YOUR PROFILE

Solutions Consulting experience

· 8+ years’ experience in consulting, product or technical Microsoft advisory.

· Proven experience in designing and delivering Microsoft-based AI or data solutions.

· Strong understanding of Azure AI services, Power Platform, and Microsoft Copilot capabilities.

· Skilled at bridging business and technical domains, with excellent communication and consulting skills.

· Demonstrate functional expertise in Microsoft technologies, business processes, and cloud deployment.

· Brings an innovation mindset, crafting solutions for complex business and technical challenges.

Leadership experience

· Experience in managing client and partner relationships, focus on value, impact and drive successful outcomes.

· Skilled at leading and mentoring teams, taking responsibility for performance and development.

· Confidence in delivering high-quality hybrid presentations and workshops to senior business and technology leaders.

Certifications

· Professional degree (MSc, MBA or PhD) in Computer Science, Engineering, Finance, or Business.

· Microsoft certifications (across Microsoft 365, Dynamics 365, Power Platform, Copilot, SharePoint, Azure, Fabric) are highly desirable.

· Product, Solutions and/or Delivery certifications are desirable.

· UK government security clearance (SC) preferred.

Capgemini Invent DNA

· Be at the forefront of AI innovation with access to Microsoft’s latest technologies and partner ecosystem.

· Work on high-impact projects across industries, shaping the future of intelligent business.

· Join a collaborative, inclusive, and forward-thinking team within a global leader in digital transformation.

· Enjoy career development, training, and leadership opportunities tailored to your growth.

WHAT YOU'LL LOVE ABOUT WORKING HERE:

We are a rapidly growing team who places our people and values at the heart of how we do business. You are joining a technology and innovation powerhouse with a focus on helping our clients bring to life the vision of an empowered digital workplace by applying various Microsoft Business Applications technologies (Dynamics 365 and Power Platform).

You will help clients to achieve a more connected, end-to-end employee experience to unlock their creativity and productivity so that they can achieve outcomes faster. We build trusted relationships with our clients and partners, combining empathy and pragmatism, and ensuring that we help organisations embed sustainability and social value in their solutions.

We are delighted to have received the “Glassdoor Best Places to work UK’ accolade for 5 consecutive years, to see what it’s like to work at Capgemini Invent, visit our Glassdoor page

NEED TO KNOW

At Capgemini we don’t just believe in Diversity & Inclusion, we actively go out to making it a working reality. Driven by our core values and Active Inclusion Campaign, we build environments where you can bring you whole self to work.

We aim to build an environment where employees can enjoy a positive work-life balance. We embed hybrid working in all that we do and make flexible working arrangements the day-to-day reality for our people. All UK employees are eligible to request flexible working arrangements.

Employee wellbeing is vitally important to us as an organisation. We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. To help support wellbeing we have trained ‘Mental Health Champions’ across each of our business areas. We have also invested in wellbeing apps such as Thrive and Peppy.

CSR

We’re also focused on using tech to have a positive social impact. So, we’re working to reduce our own carbon footprint and improve everyone’s access to a digital world. It’s something we’re really serious about. In fact, we were even named as one of the world’s most ethical companies by the Ethisphere Institute for the 10th year. When you join Capgemini, you’ll join a team that does the right thing.

Whilst you will have London, Manchester or Glasgow as an office base location, you must be fully flexible in terms of assignment location, as these roles may involve periods of time away from home at short notice.

We offer a remuneration package which includes flexible benefits options for you to choose to suit your own personal circumstances and a variable element dependent grade and on company and personal performance.

About Capgemini

Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2024 global revenues of €22.1 billion.

Lockton Employee Benefits

The Lockton People Solutions team supports clients across all facets of insured and non-insured employee benefits including - health, risk and wellbeing, global benefits management, workplace savings, M&A, actuarial, employee engagement and strategic consulting.

Our multi-disciplinary teams based around London, Bristol, Manchester and Scotland support clients from 250 to 100,000 employees, including major global brands and exciting start-ups.

About the Role

Your overall purpose in the role will be to generate profitable new business opportunities by cultivating professional relationships with major UK domestic and global organisations (FTSE 250/Fortune 500), in sectors such as legal and professional services, financial institutions, telecommunications, media and tech. The successful candidate will also have scope to use their knowledge and expertise to open new sectors and distribution channels.

With a great deal of autonomy, you will be encouraged to explore and identify new opportunities to develop and broaden our proposition to better meet client demand and differentiate Lockton in the market to fuel further growth.

Key Tasks and Responsibilities:

Generate profitable new business opportunities and lead conversion to the Lockton Benefits practice to meet business targets by:

• Active prospecting and managed pipeline of new business opportunities with supporting records and tracking
• Working with Lockton colleagues, Global Partners and Introducing Partners to broaden distribution channels
• Leading and/or attending prospect meetings
• Production of proposal documents, response to tenders and presentation materials
• Feeding into annual business planning and forecasting
• Maintaining and expand own client relationships, both in terms of quality and value
• Negotiating fees or commission earnings with clients and ensure credit control is compliant with group standards
• Supporting and coaching other Producers and junior Associates to assist where possible in achieving their goals
• In conjunction with service team, working to ensure compliance with internal standards and procedures and our regulatory obligations
• For all clients in portfolio, including allocated house accounts, monitoring service standards and client satisfaction through regular contact with client and service team

About you

Competencies required in the role include:

• Ability to identify opportunities for business development
• Ability build and maintain good business relationships with clients, insurers and associates
• Professional and tactful negotiation and persuasion skills to achieve objectives
• Demonstrated ability to instil confidence with clients so that the client looks to you and to Lockton as more than just an insurance broker, but as a partner in business
• Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates
• Presentation skills in both preparation and execution
• An understanding of the relevant classes of business
• An understanding of broader health, risk and wellbeing strategies and when these are useful to clients
• An understanding of the general, legal principles of insurance

Lockton Employee Benefits

The Lockton People Solutions team supports clients across all facets of insured and non-insured employee benefits including - health, risk and wellbeing, global benefits management, workplace savings, M&A, actuarial, employee engagement and strategic consulting.

Our multi-disciplinary teams based around London, Bristol, Manchester and Scotland support clients from 250 to 100,000 employees, including major global brands and exciting start-ups.

About the Role

Your overall purpose in the role will be to generate profitable new business opportunities by cultivating professional relationships with major UK domestic and global organisations (FTSE 250/Fortune 500), in sectors such as legal and professional services, financial institutions, telecommunications, media and tech. The successful candidate will also have scope to use their knowledge and expertise to open new sectors and distribution channels.

With a great deal of autonomy, you will be encouraged to explore and identify new opportunities to develop and broaden our proposition to better meet client demand and differentiate Lockton in the market to fuel further growth.

Key Tasks and Responsibilities:

Generate profitable new business opportunities and lead conversion to the Lockton Benefits practice to meet business targets by:

• Active prospecting and managed pipeline of new business opportunities with supporting records and tracking
• Working with Lockton colleagues, Global Partners and Introducing Partners to broaden distribution channels
• Leading and/or attending prospect meetings
• Production of proposal documents, response to tenders and presentation materials
• Feeding into annual business planning and forecasting
• Maintaining and expand own client relationships, both in terms of quality and value
• Negotiating fees or commission earnings with clients and ensure credit control is compliant with group standards
• Supporting and coaching other Producers and junior Associates to assist where possible in achieving their goals
• In conjunction with service team, working to ensure compliance with internal standards and procedures and our regulatory obligations
• For all clients in portfolio, including allocated house accounts, monitoring service standards and client satisfaction through regular contact with client and service team

About you

Competencies required in the role include:

• Ability to identify opportunities for business development
• Ability build and maintain good business relationships with clients, insurers and associates
• Professional and tactful negotiation and persuasion skills to achieve objectives
• Demonstrated ability to instil confidence with clients so that the client looks to you and to Lockton as more than just an insurance broker, but as a partner in business
• Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates
• Presentation skills in both preparation and execution
• An understanding of the relevant classes of business
• An understanding of broader health, risk and wellbeing strategies and when these are useful to clients
• An understanding of the general, legal principles of insurance