Corporate Account Handling Team Manager

Job Description

Job Title: Corporate Account Handling Team Manager

Salary: 60000 65000

Location: Leeds

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 11s 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 AntiBribery 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 complaints 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 onor email us at