Client Services Team Lead

2 weeks ago


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

Role Overview

We are seeking an 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 management of our Client Services Specialists, providing exceptional customer service to our clients.

Key Responsibilities

  • Motivate and support your team to ensure the best possible service is delivered to our clients.
  • 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 the expectations of clients, business partners, and the business.
  • Regularly review your team members' performance, supporting their development through 1-2-1 meetings and annual performance reviews.
  • Maintain your own self-development and attend staff training as arranged by the Sales/Client Services Team.
  • Develop and cultivate constructive 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.

Requirements

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

What We Offer

  • Opportunities to learn and grow your career.
  • Award-winning learning and development offering.
  • Pension scheme.
  • 24-hour Employee Assistance support.
  • Corporate perks.
  • One day paid volunteering.
  • Ardonagh Community Trust (ACT).


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