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Commercial Account Executive
4 months ago
Professional Risks Team Leader
Location: Bath
Salary: Negotiable
We are currently looking for a Professional Risks Team Leader to join the successful and experienced centralised team based out of brand new offices in Bath.
Higos prides itself on being a market leading regional broker with a strong reputation of service gathered from over 30 years' and operating from multiple office locations across the South West. The Team Leader is central to these offices and alongside the team will deal with the larger or technical specific businesses associated with professional risks such as accountants, engineers, surveyors, architects, safety providers and many others. Access to various, sometimes unique market wordings and online underwriting systems will give you and the team a strong position in finding the most appropriate insurances to suit a clients demands and needs.
In this position you will support & manage your team to achieve the required renewals and new business results whilst adhering to company procedures and regulatory requirements delivering a high standard of customer service. You will promote the business and set behavioural standards while maintaining consistent positivity and approachability and liaising with relevant support functions to ensure your teams needs are met. Promote the values of the business and communicate them.
This is a long term and progressive opportunity with a stable and reputable broker. You will need good PI knowledge either from broking or underwriting and enjoy the challenge of being a central point of contact and leading others.
The day to day:
- 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
- Creating 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)
What's on offer:
- Negotiable basic salary including benefits (Pension, Holidays etc.)
- Company car allowance
- Performance related bonus
- Wide range of additional addon benefits and discounts
Your experience:
- Good working knowledge of Professional Risks Insurances
- Experience in either Broking or Underwriting or both with PI and/or Financial Lines Insurances
- A wide knowledge of commerce and industry and familiarity with as well as ability to study the market and forecast economic trends
- Ability to develop and maintain business contacts and goodwill
- Excellent interpersonal, written and verbal communication skills
- Ability to prepare and present reports
- Pro-active and self-motivated
- Strong planning and organisation skills to meet deadlines
- Attention to detail
- Co-operative and supportive team player
