Business Performance Specialist - Birmingham, United Kingdom - Wesleyan Assurance Society

Wesleyan Assurance Society
Wesleyan Assurance Society
Verified Company
Birmingham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

We specialise in providing financial services to some of the nation's most trusted professions: _GPs, hospital doctors, dentists and teachers, and have been doing this since 1841_.

Our customers are extraordinary - the people who shape the world we live in for the better. We choose to shape our world around the exceptional. _

  • We currently employ around 1400 people, and o_ur success comes from a history of evolving to embrace new challenges. Transformation is key to how we work, so no matter what your job title might be, if you are someone who can help us shape the future, you'll fit right in and have a voice here._
  • We are proud supporters of the ABI _
    _Making Flexible Work__ campaign which means we are open to discuss _
    _flexible working__, job shares and part time options. We also _
    _support hybrid ways of working__, where you can split your week working from home and our iconic Birmingham city centre. _

Your Role:


Working in the Product and Proposition Team, this role will ensure Specialist Financial Advisors (SFAs) are engaged and that the proposition provided by Wesleyan General Insurance (GI) is suitable for its customers and offers true value for money in line with FCA regulation, this is across all insurance product lines and making sure it is underpinned by Wesleyan's Compliance and regulatory requirements and in line with the client becoming a lifelong partner.


What you'll be doing:

  • Work with other business units such as PPG to maximise lead flow to GI
  • Ensure all GI Leads are loaded into GI systems in a timely manner
  • Report on GI Lead performance to stakeholders
  • Prepare and distribute monthly data reports for business stakeholders internal and external


  • Mutual benefits

  • Analyse and review usage working with Product and Proposition Manager to review proposition for Mutual Benefits members
  • Manage/lead member(s) of staff
  • Oversee Daily and Monthly GI Stats ensuring they are accurate and presented in a timely manner
  • Review Insurer performance data on a monthly basis and make recommendations and observations to Insurer Relationship Manager
  • Panel Review/Value for Money Assessments
  • Prepare data to be used in conjunction with the reports and assist in the writing of the reviews ensuring they are completed within the timetable
  • Attend Product and Proposition Committee and take a note of actions/decisions and Feedback
  • Ensure actions and feedback from PPC are completed in a timely manner


We know the best teams are made up of inclusive groups of diverse people where everyone's contribution counts, and we believe everyone has the right to proudly be themselves.

We're building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.


We're looking for:


  • Proven track record of supervising/Leadership and coaching.
  • Navigate around multiple software to manage/analyse data and information.
  • Understanding of advicebased service.
  • Ability to work in a teambased environment whilst also being able to work well independently.
  • Thorough knowledge of regulatory and legislative requirements relating to work carried out by the business operation, Customer Outcome principles, IDD and ICOBS rules, Money Laundering, Data Protection and Information Security.
  • Demonstrate the ability to analyse data and produce reports within Excel or equivalent spreadsheet software to a high standard.
  • Experience of presenting management information and recommendations to key stakeholders, both face to face and through written reports.
  • Strong working knowledge of Microsoft Office products (including Dynamics)

The financials on offer:


  • Annual salary of up to £38,000 per annum (dependent on experience), reviewed annually
  • Annual Performance based Bonus
  • A great pension scheme company matched plus 2% (up to 10%).
When you're working in the office, we're based on Colmore Circus Queensway in Birmingham

  • Close to rail links: 0.1 mile from Snowhill and 0.5 mile from New Street
  • Free onsite car parking available (bookable in advance to secure your spot)
  • We operate truly flexible working keep a healthy worklife balance with days from home and in the office

Reward and Recognition (The core benefits you'd probably expect)

  • 25 days holiday plus bank holidays (rising to 28 days with service anniversaries).
  • Buy extra holiday days or sell holiday you don't need.
  • Life assurance worth four times your base pay
  • Flexible benefits includes our travel loan/car parking scheme, cycle to work programme plus others
  • Discounts across major brands in retail, health, wellbeing and leisure.
  • Employee assistance programme we help you, take care of you

Flexible & Inclusive (The extras you might be surprised by):

  • Culture day
- an additional day off to utilise in any way you personally choose

  • Volunteering days 2 paid days per year
  • Health checks a
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