Wholesale Team Lead

3 hours ago

Surrey, United Kingdom Lawes Consulting Group Full time

Job Title: Wholesale Team Leader

Location:

Full/Part Time: Full Time

Salary Circa: £40,000

The Wholesale Team Leader will work within a team compromising of Account Executives, Account Managers, Senior Account Handlers, Account Handlers, and Trainee Handlers.

Key Responsibilities:

  • To support the Account Executives in maintaining positive Client relationships
  • Support the Account Manager in the development and training needs of Account Handlers/Trainees in their understanding of the placement setup
  • Support/deputise for the Account Manager in coordinating resources across the team, to provide the best support service to the Account Executives.
  • Attends and contributes to internal Technical Meetings
  • Looks at ways to add to the skills and knowledge pool of the Team and to improve the Teams procedures and standards
  • To provide accurate and effective support to the Execs and the Team
  • Assist with the development of new business and the existing portfolio of agents
  • Contribute to the analysis of Client data for presentation to Insurers
  • Monitor the progress of the placements, so as to ensure compliance with Group and FCA procedures, regulations, and requirements
  • Liaise with agents and prepare/populate MRC with appropriate information
  • Prepare MRC and supporting documentation in accordance with templates and MRC requirements using Websure
  • Ensure accurate completion of Websure data fields
  • Oversee and approve client documentation prior to obtaining authorised signatories
  • Complete internal processes in order to obtain Evidence of Cover documentation for signature and invoices
  • Oversee and approve client documentation
  • Undertake Account Handling responsibilities and liaison with agents as may be required
  • Explanation of the scope of cover and the terms and conditions of the policy to agents as appropriate
  • Negotiate and liaise with Underwriters in placing risks as required
  • Maintain a high level of Client Service generally and foster/maintain good relationships

Requirements:

3 years Wholesale P&C experience

Benefits:

  • Competitive holiday allowance with the annual option to buy additional days
  • Death in Service benefit of x4 salary
  • Company pension scheme
  • Very generous maternity and paternity leave packages
  • A flexible benefits package which allows you to add additional benefits to your overall package

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