Team Leader

We’re on the hunt for a talented Insurance Team Leader who uses their knowledge and experience of the Insurance Industry to lead a team and build strong, trusted, and profitable client and customer relationships.

As a Team Leader you will be responsible for the general management of a small team of direct reports, including weekly in-person, agenda-based catch ups.

You will be the first point of contact for all client and provider queries and issues as they arise and you will be expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.

Key Responsibilities

• Responsible for the day-to-day management of your team and supporting your Team Director
• Ensure the smooth running of assigned portfolio on a day-to-day basis
• Achieve agreed retention rates
• Achieve cross selling and referral targets
• Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
• Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources
• Independently respond to queries from both clients and insurers in a pro-active manner
• Resolve any identified discrepancies in provider documentation before sending to clients
• Maintain client records and data in line with our systems and protocols

Essential Criteria

• Background in insurance—within either an insurer or broker environment.
• Experience in customer service and/or sales.
• Excellent communication and interpersonal skills.
• Strong organisational abilities with high attention to detail.
• Ability to work under pressure and manage large volumes of information efficiently.
• Proactive, self‑motivated attitude with the confidence to use initiative.
• Effective teamworking, influencing, and negotiation skills.
• Strong written and verbal communication.
• Willingness to learn and develop professionally.

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