The Branch Lead is responsible for leading a team of 3 customer advisors, with accountability for successful operational delivery and growth of their assigned team, whilst ensuring regulatory compliance and an excellent customer experience at all times.
The Role
* Supervision of the team’s new business and renewal retention delivery in line with monthly targets, ensuring that all associated processes and documentation are completed within a timely manner.
* Oversight of quality and regulatory standards across all client interactions.
* Ensure that all required reporting and month end processes are completed in a timely manner.
* Engage with colleagues across the personal lines network to ensure optimum client experience, maintaining close communication and collaboration with other Branch Leads/ Managers.
* Oversight of the team’s performance, ensuring ongoing feedback takes place with each team member.
* Cascade company and team relevant updates.
* Co-ordinate induction of new entrants into the team.
* Facilitate knowledge transfer across the team.
* Identify opportunities to streamline processes/ activity to provide efficiencies and an enhanced customer experience.
The Candidate
* An enthusiastic & committed team player who will lead by example
* Self motivated, flexible, determined & target focused
* A Strong communicator
* Must have relevant insurance qualifications e.g. CIP / MDI/ ACII
Skills / experience
* Experience & knowledge of the general insurance broking environment in both new business & renewals
* Strong interpersonal skills
* Time management and organisational skills
* Ability to focus and execute key business drivers in line with departmental strategy
* Analytical, creative & driven
Benefits
* Salary: DOE 38 – 42k
* Performance Bonus
* Annual Leave: 20 Days p.a. increasing by 1 day every 3 years
* Wellbeing Day: Paid day off
* Death in Service Benefit: x 4 times earnings
* Qualifications: Insurance exams fully funded plus insurance institute membership paid for on an annual basis
Skills
* Product Knowledge
* Leadership
* Communication
* Target Driven
* Motivated
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