At a Glance
- Tasks: Lead and inspire a team of 14 Account Handlers in delivering exceptional client service.
- Company: Global, employee-owned insurance leader prioritising people over policy numbers.
- Benefits: Competitive salary, hybrid work model, and comprehensive well-being support.
- Other info: Unique share scheme and excellent career development opportunities.
- Why this job: Join a culture of bravery and innovation while making a real impact.
- Qualifications: Proven leadership in insurance with HNW expertise and strong communication skills.
Location: Edinburgh (Hybrid: 3 days Office / 2 days Home)
Team Size: 14 Account Handlers
Package: £50 - £60 K + Benefits
The Opportunity: Lead the Engine Room of Private Wealth. Our client is a global, employee-owned insurance leader that prioritises people over policy numbers. We are seeking an operational Team Manager to lead, mentor, and elevate a high-performing team of 14 Private Client Account Handlers in our Edinburgh hub. This isn’t a "back-seat" management role. You will be the cultural and technical heartbeat of the team, ensuring that our High-Net-Worth (HNW) clients receive a gold-standard service while fostering an environment where your handlers can thrive, develop, and progress.
People Leadership & Coaching
- Team Orchestration: Lead and inspire a team of 14 Account Handlers, managing day-to-day workflows to ensure seamless client service.
- Talent Development: Conduct regular 1-to-1s and coaching sessions. You will identify training gaps and mentor handlers through their CII qualification journeys.
- Performance Management: Set clear KPIs and SMART objectives, ensuring the team stays motivated and aligned with the firm’s "client-first" ethos.
- Recruitment & Onboarding: Lead the hiring process for new talent and ensure a best-in-class integration into the team.
Operational Excellence
- Workflow Management: Oversight of the renewal cycle, mid-term adjustments (MTAs), and new business processing to ensure 100% accuracy and contract certainty.
- Service Standards: Monitor call quality and correspondence, reducing abandonment rates and ensuring every HNW interaction is sophisticated and professional.
- Compliance Oversight: Act as the first line of defense for FCA and GDPR compliance, ensuring all 14 handlers adhere to strict UK regulatory standards.
Strategic Contribution
- Process Innovation: Identify "bottlenecks" in the current handling process and implement smarter ways of working.
- Retention Strategy: Analyze lapse reports and renewal data to drive industry-leading retention rates across the team’s portfolio.
- Stakeholder Collaboration: Build strong internal networks with Brokers and Directors to ensure a unified approach to client wealth management.
The Profile
- Proven Leadership: Experience managing a team of at least 8–10+ individuals within a UK insurance or financial services environment.
- HNW Expertise: A minimum of 7 years’ experience in the insurance market, with a deep understanding of the private client sector.
- Qualified Professional: Dip CII certified (working towards ACII) and ideally ILM Level 3/5 certified.
- Operational Precision: A data-driven mindset with the ability to manage high volumes of work without compromising on quality.
- Communication: The ability to influence, de-escalate complex client issues, and motivate a diverse team.
Why Join a Leader?
- Employee Ownership: When the company wins, you win. Access to a unique share scheme that puts the business in your hands.
- Hybrid Empowerment: A balanced 3:2 hybrid model designed around trust and professional autonomy.
- Culture of Bravery: We encourage our managers to try new leadership styles and operational ideas.
- Well-being First: Comprehensive benefits including volunteering days, mental health support, and a commitment to work-life harmony.
Are you ready to lead 14 of the best handlers in the business? APPLY TODAY!
Insurance Manager in Edinburgh employer: Cowell Recruitment
Join a global, employee-owned insurance leader in Edinburgh, where your leadership will directly impact the success of a high-performing team of Private Client Account Handlers. With a strong focus on employee well-being, a unique share scheme, and a culture that encourages innovation and professional growth, this role offers a rewarding opportunity to shape the future of client service while enjoying a balanced hybrid work model.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Manager in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for leading a team of Account Handlers.
✨Tip Number 3
Practice your leadership stories! Be ready to share examples of how you've successfully managed teams and improved processes. Highlight your experience in mentoring and developing talent, as this is key for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Insurance Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Insurance Manager. Highlight your leadership experience and any relevant qualifications, like your Dip CII. We want to see how you can lead a team and deliver top-notch service to HNW clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about the insurance industry and how your experience aligns with our client-first ethos. Show us your personality and what makes you a great fit for the team.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s improving team performance or enhancing client satisfaction, we want to know how you've made an impact in your previous roles. Numbers and specific examples work wonders!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cowell Recruitment
✨Know Your Team Dynamics
Before the interview, take some time to understand the dynamics of leading a team. Research how to inspire and motivate a diverse group, especially in a high-pressure environment like insurance. Be ready to share your own experiences in managing teams and how you’ve fostered a positive culture.
✨Showcase Your HNW Expertise
Make sure to highlight your experience with High-Net-Worth clients. Prepare specific examples of how you've provided exceptional service or resolved complex issues for these clients. This will demonstrate your understanding of their unique needs and how you can elevate the team's performance.
✨Prepare for Operational Excellence Questions
Expect questions about workflow management and compliance oversight. Brush up on your knowledge of FCA and GDPR regulations, and be ready to discuss how you’ve ensured accuracy and contract certainty in previous roles. This shows you’re detail-oriented and committed to operational precision.
✨Demonstrate Your Coaching Skills
Since mentoring is a key part of this role, prepare to discuss your approach to talent development. Think of examples where you’ve successfully coached team members through their qualifications or helped them overcome challenges. This will illustrate your commitment to nurturing talent within the team.
