Head of Broker Portfolio & Retention Optimisation

Job Title: Head of Broker Portfolio and Retention Optimisation

Contract Type: Permanent, Part Time, Full Time, Job Share option available

Salary Range: c. £80,000 depending on experience

Location: England, UK

Travel: Expected travel to offsite locations and Ageas UK offices

Closing Date for applications: Friday 30th May 2025

Head of Broker Portfolio and Retention Optimisation: At Ageas, we pride ourselves on being a market leader with a steadfast commitment to the intermediated Personal Lines market. We're on a mission to drive sustainable profitable growth in our Broker portfolio, fuelling both our business and our valued Broker partners.

We are excited to introduce a new role designed to provide enhanced insights and recommendations to support our intermediated channel portfolio optimisation and retention performance. This role will collaborate closely with, Broker account management teams, Finance business partners and Pricing & Underwriting stakeholders to deliver data-driven insights and recommendations, optimising the performance of our Broker portfolio.

As a key player in defining & delivering our current and future broker retention strategy, you will work alongside the Head of Insight & Propositions, Distribution Directors and senior account teams. Your efforts will deepen our understanding of the holistic Broker channel and Ageas' panel performance, ensuring we remain at the forefront of the UK Broker channel dynamics.

Main Responsibilities as Head of Broker Portfolio and Retention Optimisation:

• Develop Frameworks: Create processes for regular Broker performance reviews, with a particular focus on retention.
• Holistic Insight: Drive insights into the overall UK Broker channel and Ageas' performance within the market.
• Collaborative Reporting: Work with underwriting, finance, claims, and broker account management teams to develop performance reporting and insights.
• Portfolio Optimisation: Provide actionable insights for policy and customer retention and acquisition opportunities.
• Strategic Support: Contribute to the Ageas ‘Elevate UK’ strategy by using insights to support customer acquisition and relationship deepening.
• Regulatory Compliance: Ensure regulatory and risk dimensions are integrated into the Broker portfolio optimisation framework.
• Commercial Delivery: Demonstrate commercial improvements through insights and recommendations.
• Broker Engagement: Collaborate where relevant with Brokers on data and insight sharing for mutual benefit.
• Strategic Plans: Support Broker account managers with strategic account plans using portfolio insights.
  
  
  

Skills and experience you need as Head of Broker Portfolio and Retention Optimisation:

• A thorough understanding of insurance products and intermediated distribution channels with experience in a regulatory environment.
• Exceptional commercial acumen with the ability to produce recommendations based on insights and analytics and effectively communicate these to our internal stakeholders
• Excellent numerary and analytical skills
• Strong negotiation & influencing skills partnered with excellent relationship management skills, able to sustain relationships with multiple stakeholders at all levels, both internally and externally
• Working knowledge of analytics tools including excel, PowerBI and Anaplan (would be advantageous)
  
  
  

At Ageas we offer a wide range of benefits to support you and your family inside and outside of work, which helped us achieve, Top Employer status in the UK.

Here are some of the benefits you can enjoy at Ageas:

Flexible Working- Smart Working @ Ageas gives employees flexibility around location (as long as it’s within the UK) and, for many of our roles, flexibility within the working day to manage other commitments, such as school drop offs etc. We also offer all our vacancies part-time/job-shares. We also offer a minimum of 35 days holiday (inc. bank holidays) and you can buy and sell days.

Supporting your Health- Dental Insurance Health Cash Plan, Health Screening, Will Writing, Voluntary Critical Illness, Mental Health First Aiders, Well Being Activities – Yoga, Mindfulness.

Supporting your Wealth- Annual Bonus Schemes, Annual Salary Reviews, Competitive Pension, Employee Savings, Employee Loans.

Supporting you at Work- Well-being activities, yoga, mindfulness sessions, Sports and Social Club events and more.

Supporting you and your Family- Maternity/pregnant parent/primary adopter entitlement of 16 weeks at full pay and paternity/non-pregnant parent/co-adopter at 8 weeks’ full pay.

Benefits for Them- Partner Life Assurance and Critical Illness cover.

Get some Tech- Deals on various gadgets including Wearables, Tablets and Laptops.

Getting around- Car Salary Exchange, Cycle Scheme, Vehicle Breakdown Cover.

Supporting you back to work- Return to work programme after maternity leave.

About Ageas:

We are one of the largest car and home insurers in the UK. Our People help Ageas to be a thriving, creative and innovative place to work. We show this in the service we provide to over four million customers.

As an inclusive employer, we encourage anyone to apply. We’re a signatory of the Race at Work Charter and Women in Finance Charter, member of iCAN and GAIN. As a Disability Confident Leader, we are committed to ensuring our recruitment processes are fully inclusive. That means if you are applying for a job with us, you will have fair access to support and adjustments throughout your recruitment experience. If the list does not cover the support you need, please contact our Recruitment Team to discuss how they can help. We also guarantee an interview for applicants with a disability who meet the minimum criteria for the role. For more information, please see Ageas Everyone.

We have a zero-tolerance approach towards any form of harassment during the recruitment process, ensuring that everyone is treated with respect and professionalism.

Our aim is to have great people everywhere in our business and we’re always looking for outstanding people to join us. Most roles across Ageas allow a proportion of your time to be spent working from home and we’re open to discussing flexible working, including full-time, part-time or job share arrangements. To find out more about Ageas, see About Us.

Want to be part of a Winning Team? Come and join Ageas.

Click on the ‘Apply button’ to be considered.