Existing Business Team Leader

2 weeks ago


Worcester, Worcestershire, United Kingdom SJL Insurance Services Full time

The Role:


SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.


As an Existing Business Team Leader you will be responsible for overseeing the day to day support and management of a team of Commercial Existing Business Executives, including work allocation.

Assisting the Head of Existing Business with the performance management of individuals, it is important that ensuring a high energy, high performance culture is maintained at all times.

The ability to identify any training and development needs is also essential, delivering this on an individual and team basis, including process and product training for new starters into the depar t ment.

Undertaking a reduced Existing Business Executive role, it is imperative that you lead by example and assist with generating income for the company.

Understandably, you will work closely with and provide regular reporting to the Head of Existing Business to identify areas for further development and opportunities

Principle Objectives and Responsibilities:
Monitoring performance, inspiring and leading a team to meet and exceed targetsnUndertake 1-2-1's with individuals to identify issues and problem areas proactivelynContribute to meeting retention targets, leading by example with your sales & customer service skillsnRegular reporting of performance to Head of Existing BusinessnProvide day to day training and upskilling on product and sales skillsnAnswer queries escalated by Senior ExecutivesnEnsure leads are allocated and worked within Talisman systemnReport on team and individual performance to individualsnLead daily team huddles with each sub department, including daily work allocation and team strategiesnEnsure audit feedback is provided and discussed – improvement plans discussed with Head of Existing BusinessnManage a book of renewals, including re-broking, inviting, cross selling and renewing to achieve retention targetsnAssist with Mid Term Adjustments allocatednProfessional development – meeting and completing all aspects of training plannTo always act with integrity, due care, skill and diligence, observing proper standards of market conductnTo always be open and cooperative with the FCA, PRA and other regulators or compliance teamsnTo develop ongoing, mutually beneficial relationships with team members, clients, brokers and insurersnAdhere to company policies in company handbook

Skills Required:
Ability to motivate and provide sales mentorship to team membersnStrong leadership qualities shown in a Senior or previous Team Leader rolenExcellent communicator via the telephone, in writing and face to face, able to build rapport across the businessnSelf-motivated and drivennHigh attention to detailnAbility to prioritise and organise workloads, ensuring deadlines are adhered tonAbility to work under pressure and adapt quickly in challenging sales environmentsnKnowledge and understanding of a wide range of insurance contracts including current market conditionsnKnowledge and understanding of FCA rules and guidelines as well as GDPR & IDDnWillingness to continue to learn and develop

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