At a Glance
- Tasks: Lead a dynamic team managing high-net-worth clients and develop tailored insurance solutions.
- Company: A respected non High Street insurance broking firm with a supportive culture.
- Benefits: Excellent salary, comprehensive package, and career development opportunities.
- Other info: Join a thriving environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by leading a team and serving prestigious clients.
- Qualifications: Minimum 2 years supervisory experience in the insurance sector required.
Office based in North/Mid Kent. This leading non High Street non call centre based Insurance Broking organisation seeks to recruit a high calibre individual to become responsible for managing their busy Private clients department. Managing a team of 8 staff your wide and varied remit will include the following:
- Lead the team in line with business plans and budget
- Look after a select book of key HNW clients.
- Manage your team for wins, losses, retention, re-engineering and add-on sales
- Allocate and manage workload ensuring all business is handled in a timely manner
- Provide leadership, motivation and support to staff
- Staff Appraisals
- Identification of training needs, steer training provision and coach staff as appropriate
- Identify client requirements and devise insurance programs to satisfy client needs
- Obtain, review and present market terms
- Provide advice and service to your clients ensuring renewal, invoicing and collection
- Promote and close additional sales, instruct product / service providers
- Identify, target and develop prospects
- Identify client requirements and devise appropriate advice and programs to satisfy client needs
It is envisaged that the successful individual will be able to demonstrate a minimum of 2 years supervisory experience underpinned by an in depth knowledge of the Household, Motor and HNW marketplace. In return you can expect an excellent salary, package and career support from this highly respected organisation.
PRIVATE CLIENTS INSURANCE TEAM LEADER in Swanley employer: Clark James Recruitment
Joining our esteemed IFA business as a Paraplanner/IFA Administrator offers you the chance to be part of a supportive and dynamic team dedicated to delivering exceptional client service. With a focus on professional development, we provide opportunities for growth within the financial services sector, alongside a competitive salary and a collaborative work culture that values your contributions. Located in a vibrant area, our firm not only prioritises employee well-being but also fosters an environment where your skills can flourish and make a meaningful impact.
