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For Companies At a Glance
- Tasks: Lead and inspire a team of 14 Account Handlers in delivering top-notch 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.
The predicted salary is between 50000 - 60000 £ per year.
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.
- 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.
- 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!
Cowell Recruitment Ltd is an equal opportunities recruitment agency. EOE.
Insurance Manager employer: Cowell Recruitment
Contact Detail:
Cowell Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Manager
✨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 your dream job!
✨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 stand out as someone who’s not just looking for any job, but the right fit for both you and them.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the role of Insurance Manager. Highlight your leadership experience and how you can elevate the team of Account Handlers. Confidence is key!
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Insurance Manager
Some tips for your application 🫡
Show Your Leadership Style: When writing your application, let us see your unique leadership style shine through. Share specific examples of how you've led teams in the past, especially in high-pressure environments like insurance. We want to know how you inspire and motivate others!
Highlight Your HNW Experience: Make sure to emphasise your experience with High-Net-Worth clients. Detail any relevant roles or projects where you've provided exceptional service or managed complex client needs. This is key for us as we prioritise a gold-standard service.
Be Data-Driven: Since operational precision is crucial, include any data-driven achievements in your application. Whether it's improving retention rates or streamlining processes, we love to see how you've used data to make informed decisions.
Apply Through Our Website: We encourage you to apply directly 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 of 14 Account Handlers. Think about how you would inspire and motivate them while ensuring top-notch service for High-Net-Worth clients. Be ready to share specific examples of your leadership style and how you've successfully managed teams in the past.
✨Showcase Your HNW Expertise
Make sure to highlight your experience in the private client sector during the interview. Prepare to discuss your understanding of the unique needs of High-Net-Worth clients and how you've tailored services to meet those needs. This will demonstrate that you’re not just a manager but a knowledgeable leader in the insurance market.
✨Prepare for Operational Excellence Questions
Expect questions around workflow management and compliance oversight. Brush up on your knowledge of FCA and GDPR regulations, and think about how you’ve ensured accuracy and contract certainty in previous roles. Being able to articulate your approach to operational precision will set you apart.
✨Emphasise Your Coaching Skills
Since mentoring is a key part of this role, be prepared to discuss your coaching philosophy. Share examples of how you've identified training gaps and supported team members through their professional development, especially in relation to CII qualifications. This will show that you’re committed to talent development and team success.