Corporate Account Handling Team Manager

• Referral point within the team for coaching, mentoring and workload management to ensure team members’ continuing development
• Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients
• Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium
• Use of MI to monitor and report on customer outcome KPIs and regulatory requirements (e.g. contract certainty, overdue renewals, renewals issued in good time)
• Managing absence, including workloads during absences to ensure customers outcomes are still met
• Carry out 1-1s with staff on a regular basis to ensure individual KPIs are being met
• Carry out performance reviews as required and follow the correct procedure in doing so
• Collaborate and communicate with other broking teams, including team leaders to ensure consistency and sharing of workload where required
• Maintain data integrity by keeping records up to date throughout all systems
• Collaborate with other departments within the brokerage to ensure the best service is provided to customers
• Liaise with other teams including central functions to enable team development e.g. to roll out new or updated procedures where required
• Continual professional development within all aspects of the industry including continued growth and expansion of product knowledge and technical expertise
• Ensure all policies and procedures are understood and adhered to
• Monitor QA results within the team and ensure any training or other requirements (e.g.second person sign off) are met
• Ensure team members are notifying the relevant person within the business (which may be yourself) if any procedures or policies are not adhered to
• Participation in the performance review process where required
• Carry out interviews for new starters where required, inducting new members into the team including recording and monitoring of competency in line with company requirements
• Always demonstrate the core values and behaviours as published from time to time
• Promote and be mindful of the general principals of FCA compliance including but not limited to Treating Customers Fairly, Financial Crime, Data Protection and Anti-Bribery Procedures
• Other duties as and when required by the company

• Knowledge of the organisation, rules and procedures
• Previous Sales / Customer Service experience
• Excellent understanding of Commercial Classes of Business insurance
• Previous experience of managing a team inclusive of development / coaching, one to ones and performance management is desirable but not essential
• Full knowledge and understanding of the complaint’s procedure
• Robust understanding of all policies, procedures and processes
• Business focused and commercially aware
• Influencing / Planning & Organisation
• Strong Communication & Time Management skills

Previous experience of managing a team inclusive of development / coaching, one to ones and performance management