Job T itle: Corporate Account Handling Team Manager
Salary: £60,000 - £65,000
Location: L eeds
The Role:
* The Corporate team Manager is responsible for managing a team of corporate account handlers whilst handling a small book of larger clients.
* You will support the senior management team in achieving the objectives set out for the branch by the Exec board.
* Take the lead in identifying training needs and supporting colleagues ensuring that workloads are fair and manageable. You will ensure that broking procedures are adhered to
* Liaise with clients to ensure their needs are met.
* This role would suit an existing Team Leader / Team Manager or perhaps an experienced Senior Account Handler looking to take the next step in their career.
Responsibilities:
* 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
Experience:
* 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
If you have the relevant experience or know someone that does please contact us now on or email us at
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