Lockton Greater Bristol Area, United Kingdom
SME Team Manager
The purpose of this role is to lead a team of employee benefits Consultants and Analysts, whilst managing a portfolio of SME clients, as well as supporting the growth of the business.
Key Tasks & Duties
* Supervise and monitor the day-to-day performance of direct reports and provide support as appropriate.
* Undertake Performance and Development Reviews of all direct reporting staff in accordance with Lockton requirements.
* Support and coach associates to assist, where possible, in achieving their goals, productivity and effectiveness, together with challenging their performance and contribution.
* Ensure resource is allocated appropriately across teams to achieve objectives.
* Understand, accept and promote the Lockton culture remaining consistent with the organisation’s philosophies and mission statement.
Account Management
* Provide support to the Account Management team and New Business Executives in the overall servicing of client’s policies.
* Effectively manage all renewals and adjustments in a timely and professional manner.
* Conduct all key tasks in a compliant manner in line with Lockton protocols and procedures.
* Accurately prepare client and market documentation.
* Obtain quotations both for new and renewal business.
* Check policy documentation and accounts for accuracy prior to issue to the client.
* Identify the client risk exposures and advise on solutions including cost containment options.
* Manage UK SME clients, and if appropriate, co-ordinate global insurance programmes.
* Where required engage with other divisions of Lockton to produce bespoke client solutions.
Skills & Knowledge
* Proven track record of effective stakeholder management.
* Effective people management skills including the ability to identify developmental needs for Associates and to provide appropriate mentoring and coaching.
* Leadership and strong interpersonal and communication skills to interact with Associates at all levels.
* A thorough understanding of and adherence to Lockton standards and procedures.
* Ability to interview effectively and hire prospective Associates.
* An understanding of People policies and procedures and ability to implement and/or know when to escalate.
* An ability to prioritise and maintain organisation in a fast paced business.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing, Business Development, and Management
Industries
Insurance
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