Insurance Team Leader

2 months ago


Sleaford, Lincolnshire, United Kingdom Ardonagh Advisory Full time

Job Summary

Ardonagh Advisory is seeking a highly experienced Insurance Team Leader to lead a team and build strong, trusted, and profitable client and customer relationships. The successful candidate will have extensive insurance broking experience and a thorough knowledge of industrial processes, security requirements, Health & Safety legislation, and risk management techniques.

Key Responsibilities

  • Develop and implement business plans to achieve agreed company forecasts, plans, targets, and budgets for the development of existing and new customers.
  • Manage and develop a team to achieve company strategic objectives, providing guidance and mentoring as and when required.
  • Review, refine, and improve processes and procedures where required.
  • Collaborate with the Broking Manager to develop objectives and focus on delivering annual targets, plans, and budgets for the sales area.
  • Proactively prospect potential new clients, maintain a high level of customer service, secure renewal business, and promote the use of in-house premium finance.
  • Monitor personal and team members' performance against objectives, forecasts, plans, targets, and budgets and provide regular feedback to the Broking Manager.
  • Carry out Appraisals and Performance reviews.
  • Manage the team on a day-to-day basis, including monitoring team members' holidays and sicknesses, and prepare and participate in disciplinary and grievance meetings in conjunction with HR.
  • Provide coaching, mentoring, professional advice, and support to the team members when required.
  • Ensure compliance with company and regulatory requirements and carry out regular file audits.

Requirements

  • Extensive insurance broking experience.
  • Thorough knowledge of industrial processes, security requirements, Health & Safety legislation, and risk management techniques.
  • FCA Regulations for dealing with Commercial and Personal lines Customers.
  • FCA Regulations for dealing with Clients Money, Treating Customers Fairly, Complaints regulations, and Data Protection Act.
  • Credit management procedures.

What We Offer

  • Opportunity to earn your annual salary plus a role-based incentive plan.
  • Chance to progress your career across the entire Ardonagh Advisory family.
  • Pension scheme for when you feel it's time to retire.
  • 24-hour support for you and your families physical and mental wellbeing.
  • Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work, and much more.
  • 1 days 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.

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