Insurance Team Leader
2 months ago
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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