Wholesale – Team Leader

The Wholesale Team Leader will work within a team comprising of Account Executives, Account Manager, Senior Account Handlers, Account Handlers, and Trainee Handlers. Responsibilities: Support the Account Executives in maintaining positive Client relationships. Assist the Account Manager in the development and training needs of Account Handlers/Trainees in their understanding of the placement setup. Support/deputise for the Account Manager in coordinating resources across the team to provide the best support service to the Account Executives. Attend and contribute to internal Technical Meetings. Explore ways to enhance the skills and knowledge pool of the Team and improve the Team's procedures and standards. Provide accurate and effective support to the Execs and the Team. Assist with the development of new business and the existing portfolio of agents. Contribute to the analysis of Client data for presentation to Insurers. Monitor the progress of placements to ensure compliance with Group and FCA procedures, regulations, and requirements. Liaise with agents and prepare/populate MRC with appropriate information. Prepare MRC and supporting documentation in accordance with templates and MRC requirements using Websure. Ensure accurate completion of Websure data fields. Oversee and approve client documentation prior to obtaining authorized signatories. Complete internal processes to obtain Evidence of Cover documentation for signature and invoices. Undertake Account Handling responsibilities and liaison with agents as required. Explain the scope of cover and the terms and conditions of the policy to agents as appropriate. Negotiate and liaise with Underwriters in placing risks as required. Maintain a high level of Client Service generally and foster/maintain good relationships. Experience: 3 years Wholesale P&C experience. Further information: As well as a competitive salary, we offer the following benefits: Competitive holiday allowance with the annual option to buy additional days. Death in Service benefit of x4 salary. Company pension scheme. Very generous maternity and paternity leave packages. A flexible benefits package which allows you to add additional benefits to your overall package. For extra information please contact: 0203 411 8430

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