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Insurance Team Lead

2 months ago

Tonbridge, Kent, United Kingdom Ardonagh Advisory Full time
Account Handler Team Leader

Insurance Account Handler - Tonbridge - ARD1045686

We're seeking a seasoned Account Handler Team Leader to drive business growth and development in the Insurance industry. As a key member of our team, you will be responsible for achieving company forecasts, plans, targets, and budgets for existing and new customers.

Key Responsibilities:

  • Provide a comprehensive commercial insurance service to existing and potential new customers.
  • Work to deliver annual targets, plans, and budgets for your respective sales area.
  • Monitor personal and team members' performance against objectives, forecasts, plans, targets, and budgets, and provide regular feedback to the Commercial Director.
  • Carry out appraisals and performance reviews.
  • Manage the team on a day-to-day basis, including monitoring team members' holidays and sicknesses, preparing and participating in disciplinary and grievance meetings in conjunction with HR.
  • Provide coaching, mentoring, and professional advice and support to team members when required.
  • Identify and acquire new customers for the business in line with objectives, forecasts, plans, targets, and budgets.
  • Identify, recommend, and agree corrective action with the Commercial Manager for any issues with you or your team, where deviations in performance below plans occur, or where other problems arise affecting sales or customer satisfaction.
  • Be responsible for ensuring the collection of monies from clients within the Company's agreed credit period, both for yourself and your team, while maintaining good relationships with those clients and with insurers.

Requirements:

  • Advanced commercial insurance knowledge and experience.
  • Strong and effective organisational/time management skills.
  • Experienced user of IT systems and Microsoft packages, including Word, Excel, PowerPoint, and Outlook.
  • Ability to adapt to a fast-paced organisation from a change management perspective.
  • The ability to work under your own initiative and in many different and challenging environments in a fast-growing business.
  • Recognising when to ask for guidance in considering options and solutions.
  • Ability to learn and understand new subjects quickly, and deliver high-quality output within tight deadlines.

What We Offer:

  • Holiday entitlement of 26 days plus bank holidays.
  • Opportunity to progress your career across the entire Ardonagh family.
  • Gain professional CII or ACII qualifications to enhance your knowledge and career prospects.
  • Pension scheme for when you feel it's time to retire.
  • 24-hour support for you and your family's physical and mental wellbeing.
  • 1 day's paid volunteering day to give back to our communities.
  • Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community.
  • The Spotlight Awards, where we shine a light on the brightest talent across our group.