At a Glance
- Tasks: Lead and inspire a team to achieve sales targets in commercial insurance.
- Company: Join JCB Insurance, a friendly and expert team in the construction industry.
- Benefits: Enjoy competitive salary, 33 days holiday, gym access, and discounts at retailers.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact by developing others and delivering exceptional customer service.
- Qualifications: Experience in commercial insurance and strong leadership skills required.
The predicted salary is between 30000 - 32000 £ per year.
Salary: Competitive Salary
Contract Type: Full Time
Working Pattern: Permanent
The Opportunity – Commercial Insurance New Business Team Leader
Owned by JCB Excavators, JCB Insurance is an independent General Insurance Broker focused on clients in the Construction Industry. Based near JCB World Headquarters in Rocester, Staffordshire, JCB Insurance is a team of friendly insurance experts who work hard to provide their clients with insurance solutions tailored to their businesses at the right price, all backed up by exceptional customer service.
About the role:
To lead, coach, and develop a team of Direct Sales Coordinators, ensuring the delivery of new business targets, excellent customer service, and full compliance with FCA regulations. You will be responsible for workflow management, performance monitoring, and supporting the team’s professional development.
What does this role involve day to day?
- Lead and motivate a team of Direct Sales staff to achieve individual and team sales targets.
- Oversee daily operations, ensuring timely handling of inbound enquiries, digital leads, and referrals.
- Monitor performance metrics and provide regular feedback through 1:1s and team meetings.
- Support recruitment, onboarding, and training of new team members.
- Handle escalated queries and complex cases, ensuring swift resolution and customer satisfaction.
- Collaborate with underwriting partners and internal stakeholders to optimise conversion rates.
- Ensure all activities are compliant with FCA regulations and internal procedures.
- Contribute to strategic planning and continuous improvement initiatives.
This will be suited to you if…
- You have experience in Commercial Insurance, preferably with a Broker. Cert CII would be preferred although not essential.
- You have leadership experience in a sales or customer service setting.
- You possess excellent interpersonal and coaching skills with a passion for developing others.
- You have a passion for customer service and the ability to work both independently and as part of a team.
- You have a keen eye for accuracy and detail, even when under pressure.
- You are skilled in MS Office applications (Word, Excel).
What happens next?
Ordinarily, our Resourcing Team reviews and shortlists CVs. If shortlisted, you’ll speak to one of our Recruiters to discuss the role further. Our interview process usually consists of an initial team’s interview followed by an in-person interview. We’ll keep in touch throughout the process but if you have any questions, please get in touch.
What’s in it for you?
This is your chance to join a company that values expertise not only in rewards but also in real employee care. At JCB you don’t just get a competitive salary, 33 days’ holiday and access to our company pension—you can also use our onsite gym, in-house doctor and dentist. We have a ULEV car scheme available for our employees too. Then there’s the JCB Rewards Hub, which gives you discounts with high street retailers. Feel like biking to work? There’s our Cycle to Work Scheme.
We value diversity and welcome applications from candidates from all backgrounds. We’re committed to ensuring our recruitment process is fair and inclusive. If you face any accessibility challenges with your online application and require additional support, you have the option of speaking to a member of our Resourcing Team who can support you to complete an application in an alternative format.
Recruitment Agencies: JCB does not accept any speculative approaches to present candidates for advertised vacancies.
Lead Direct Sales - Commercial Insurance New Business employer: JCB Insurance Services Ltd
JCB Insurance Services Ltd is an exceptional employer that prioritises the growth and development of its apprentices. With a strong commitment to diversity and inclusion, the company fosters a supportive work culture where individuals can thrive through hands-on training and mentorship from seasoned professionals. Located in the UK, this apprenticeship offers not only a competitive starting salary but also unique opportunities for personal and professional advancement within the insurance industry.
Contact Details:
JCB Insurance Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Lead Direct Sales - Commercial Insurance New Business
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like JCB Insurance Services Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Lead Direct Sales - Commercial Insurance New Business
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JCB Insurance Services Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JCB Insurance Services Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JCB Insurance Services Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JCB Insurance Services Ltd.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JCB Insurance Services Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JCB Insurance Services Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
