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, unique share scheme, hybrid work model, and comprehensive well-being support.
- Other info: Join a culture that encourages innovation and prioritises work-life harmony.
- Why this job: Make a real impact in a dynamic environment while developing your leadership skills.
- Qualifications: Proven leadership experience in insurance with a focus on high-net-worth clients.
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.
- 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 defence 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: Analyse 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.
Cowell Recruitment Ltd is an equal opportunities recruitment agency.
Insurance Manager. Job in Edinburgh LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a global, employee-owned insurance leader in Edinburgh, where your leadership will directly impact a high-performing team of Private Client Account Handlers. With a strong focus on employee well-being, a unique share scheme, and a hybrid work model, we foster a culture of bravery and innovation, ensuring that you and your team thrive while delivering exceptional service to our High-Net-Worth clients.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Manager. Job in Edinburgh LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that 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 show them you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. You want to sound confident and genuine, not like you're reading from a script. We can help you with mock interviews if you need a little extra practice!
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Insurance Manager. Job in Edinburgh LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your leadership experience and any relevant qualifications, like your Dip CII. We want to see how you can lead a team of Account Handlers and ensure top-notch service for HNW clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for people management and operational excellence. Tell us why you're excited about leading our Private Client Operations team in Edinburgh and how you can contribute to our culture of bravery.
Showcase Your Achievements:Don’t just list your responsibilities; highlight your achievements! Whether it’s improving retention rates or mentoring team members through their qualifications, we want to know how you've made a difference in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance industry, especially around High-Net-Worth clients. Familiarise yourself with the latest trends and regulations, as well as the specific services offered by the company. This will show that you're not just interested in the role, but also genuinely invested in the field.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you mentored team members or improved performance. Be ready to discuss your approach to coaching and how you can inspire a team of Account Handlers to deliver top-notch service.
✨Demonstrate Operational Excellence
Be prepared to talk about your experience with workflow management and process innovation. Highlight any instances where you've identified bottlenecks and implemented solutions. This will illustrate your ability to maintain high standards while managing a busy team.
✨Engage with Questions
At the end of the interview, don’t shy away from asking insightful questions. Inquire about the company culture, the team dynamics, and how success is measured in the role. This shows that you're thinking ahead and are genuinely interested in how you can contribute to the team's success.
