Corporate Team Manager

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 and PIB placement strategy followed. 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 PIB 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 PIB 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 principles 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.

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