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Corporate Account Handling Team Manager

Corporate Account Handling Team Manager

Lawes Consulting GroupHalifax, England, UK
9 days ago
Job type
  • Full-time
Job description

Job Description

Job T itle : Corporate Account Handling Team Manager

Salary : 6 0000 65000

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 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

    Required Experience :

    Manager

    Key Skills

    Business Development,Cement Plant,Business Support,Data Analysis,ASP

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1