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Existing Business Team Leader

3 months ago

UK, UK, United Kingdom SJL Insurance Services Full time

The Role:


SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.


As an Existing Business Team Leader you will be responsible for overseeing the day to day support and management of a team of Commercial Existing Business Executives, including work allocation. Assisting the Head of Existing Business with the performance management of individuals, it is important that ensuring a high energy, high performance culture is maintained at all times. The ability to identify any training and development needs is also essential, delivering this on an individual and team basis, including process and product training for new starters into the department. Undertaking a reduced Existing Business Executive role, it is imperative that you lead by example and assist with generating income for the company. Understandably, you will work closely with and provide regular reporting to the Head of Existing Business to identify areas for further development and opportunities


Principle Objectives and Responsibilities:


  • Monitoring performance, inspiring and leading a team to meet and exceed targets
  • Undertake 1-2-1’s with individuals to identify issues and problem areas proactively
  • Contribute to meeting retention targets, leading by example with your sales & customer service skills
  • Regular reporting of performance to Head of Existing Business
  • Provide day to day training and upskilling on product and sales skills
  • Answer queries escalated by Senior Executives
  • Ensure leads are allocated and worked within Talisman system
  • Report on team and individual performance to individuals
  • Lead daily team huddles with each sub department, including daily work allocation and team strategies
  • Ensure audit feedback is provided and discussed – improvement plans discussed with Head of Existing Business
  • Manage a book of renewals, including re-broking, inviting, cross selling and renewing to achieve retention targets
  • Assist with Mid Term Adjustments allocated
  • Professional development – meeting and completing all aspects of training plan
  • To always act with integrity, due care, skill and diligence, observing proper standards of market conduct
  • To always be open and cooperative with the FCA, PRA and other regulators or compliance teams
  • To develop ongoing, mutually beneficial relationships with team members, clients, brokers and insurers
  • Adhere to company policies in company handbook


Skills Required:


  • Ability to motivate and provide sales mentorship to team members
  • Strong leadership qualities shown in a Senior or previous Team Leader role
  • Excellent communicator via the telephone, in writing and face to face, able to build rapport across the business
  • Self-motivated and driven
  • High attention to detail
  • Ability to prioritise and organise workloads, ensuring deadlines are adhered to
  • Ability to work under pressure and adapt quickly in challenging sales environments
  • Knowledge and understanding of a wide range of insurance contracts including current market conditions
  • Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
  • Willingness to continue to learn and develop