Leadership Role in Professional Risks Insurance
5 days ago
We are looking for an experienced Professional Risks Account Executive / Team Leader to join our successful and experienced centralised team based out of Bath.
In this position, you will support & manage your account/team to achieve the required renewals and new business results while adhering to company procedures and regulatory requirements delivering a high standard of customer service.
The ideal candidate will have good PI knowledge either from broking or underwriting and enjoy the challenge of being a central point of contact and leading others.
Job Description:
- Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's
- Complete all roles and tasks as required by your line manager, ensuring you adhere to Higos procedures and policies at all times
- Create a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered
- Comply and manage your teams credit control
- Debt Management - ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt
- Manage and prioritise your diaries/tasks, these are to be kept up to date
- Audit your staff 1 per month and feedback / Carry out Annual and Mid-Year reviews with your team members
- Manage staffing levels including recruitment
- Complete any training that is deemed necessary for your role and fully prepare for your regular 1-2-1s and year-end review. Ensure you agree and complete the actions set in line with your development plan
- Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD)
Salary: £65,000 per annum plus benefits
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