• To support the delivery of the Bank’s Introducer strategy by providing a high‑quality, professional relationship management service to commercial finance brokers, prospective customers and existing customers. • The role is responsible for the origination and delivery of commercial mortgage lending, ensuring consistently high service standards, building strong broker relationships, and the maximisation of value through disciplined execution, collaboration and customer‑focused outcomes. • Building and relationship managing a portfolio/panel of commercial finance Introducers in the West Midlands region, with responsibility for day-to-day management of the relationships. • Reviewing, encouraging, managing, and progressing applications from Introducers from initial enquiry through to completion. • Owning the customer service to always ensure excellent service for Introducers, prospective customers, and existing customers. • Work closely and collaboratively with all areas of the Bank to ensure a seamless and professional service is always provided. • Promoting the Bank's culture and values. • Supporting lending applications in line with Allica’s Credit Policy and Credit Appetite. • Compliance with all mandatory policies. • Being a positive contributor to Allica’s culture, and always promoting our values of In It Together, Lead by Example, Need for Speed, Straight Bat, Own It. • Complying with all mandatory policies, and adherence to operational procedures to maintain internal controls. • Establishing and actively managing objectives and a personal development plan. • Deliver territory Business Plan and targeted lending volumes.

• Build and scale your own book of commercial and industrial clients through targeted prospecting, referrals, local business networks, strategic partnerships, and existing relationships. • Target accounts where energy costs, expiring supplier agreements, facility upgrades, multi-location usage, or sustainability goals create a clear business opportunity. • Engage business owners, executives, property managers, facility leaders, operators, and finance teams in conversations tied to cost control, risk reduction, and smarter energy decisions. • Review utility bills, usage patterns, contract timing, facility needs, and business priorities to uncover savings opportunities and shape the right energy strategy. • Present electricity and natural gas procurement options with clear supplier comparisons, market insight, contract guidance, and client-specific recommendations. • Expand client value beyond procurement by introducing solar, EV charging, battery storage, efficiency upgrades, and sustainability projects when they create a strong business case. • Drive qualified opportunities from discovery to proposal, agreement, implementation handoff, and renewal with support from pricing, operations, proposal, customer support, and project teams. • Maintain strong follow-up, pipeline discipline, and client communication to move opportunities forward and shorten the sales cycle. • Grow long-term account value through renewals, referrals, cross-sell opportunities, contract timing strategy, and ongoing relationship management.

• The New Business Broker serves as Franklin Madison's subject matter expert for the personal lines quoting, placement, and implementation experience. • This role is responsible for working with newly acquired clients after the sale to ensure a seamless onboarding experience, successful policy placement, and optimization of the end-to-end quoting process. • This role combines licensed insurance expertise, operational execution, and process improvement. • The New Business Broker will leverage Franklin Madison's multi-carrier quoting platform to obtain and evaluate coverage options, place business with carrier partners, and drive continuous improvements to workflows, technology integrations, and customer experiences. • This position serves as the bridge between sales, operations, technology, carrier partners, and clients—ensuring that every new customer is successfully implemented, quoted efficiently, and placed with the appropriate carrier while helping shape the future state of Franklin Madison's Personal Lines distribution model.

• Drive growth and retention by managing broker and carrier relationships • Servicing a current book of business • Developing new market opportunities • Mentoring team members • Ensuring compliance and confidentiality while delivering exceptional customer service. • Build agent and broker relationships. • Manage current book of business. • Seek opportunities to access and cultivate new markets. • Effectively manage carrier relationships • Provide guidance and training to Assistant Broker. • Review and analyze risks, ensuring all required information is obtained. • Ensure compliance with government agencies and corporate policies and procedures. • Attend training sessions, courses, etc. to maintain up-to-date skills. • Always conduct the highest level of confidentiality. • Other duties as needed.