Client Services Team Lead

1 month ago


Winnersh, United Kingdom Ardonagh Advisory Full time
Client Services Team Manager

About the Role

We are seeking a highly skilled and experienced Client Services Team Manager to join our team at Ardonagh Advisory. As a key member of our leadership team, you will be responsible for the direct management of our Client Services Specialists, providing exceptional customer service to our clients.

Key Responsibilities

  • Motivate and support your team to deliver outstanding service to our clients, ensuring proactive, positive, and consistent communication within the department.
  • Work with your team to identify and highlight product and services gaps within our existing portfolio.
  • Set individual and team goals to ensure your team meets client expectations, business partners, and the business.
  • Regularly review team members' performance, supporting their development through 1-2-1 meetings and annual performance reviews.
  • Maintain your own self-development, attending staff training and recognizing the need for training within your team.
  • Develop and cultivate constructive and professional relationships with Sales Consultants, Clients, and Insurers at all levels.
  • Attend internal and external meetings with Insurers and product training as required.
  • Provide a proactive professional telephone handling service for internal and external calls.

What We're Looking For

  • Team Manager or Team Leader experience.
  • Experience of meeting financial, operational, service, and quality KPIs.
  • Highly organized with a focus on objectives, priorities, and deliverables.
  • Experience in people management, including motivation, coaching, development, and performance management.

What We Offer

  • Holiday entitlement of 26 days plus bank holidays.
  • Opportunity to progress your career across the Ardonagh family.
  • Award-winning learning and development offering and support to obtain professional qualifications.
  • Pension scheme.
  • 24-hour Employee Assistance support for your physical and mental wellbeing.
  • Corporate perks, including discounted gym memberships and more.

About Us

Ardonagh Advisory is a leading provider of insurance and financial services. We offer a dynamic and supportive work environment, with opportunities for career growth and development. If you're passionate about delivering exceptional customer service and leading a high-performing team, we'd love to hear from you.



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