Job Description

SME Account Executive Team Leader

Location - Halesowen

Salary - Negotiable + bonus + benefits

Overview

We are currently looking for a Team Leader to lead the SME commercial insurance Account Executives based out of our welcoming and professional Halesowen office.

The position will support and manage a team of experienced commercial insurance AE's to achieve the required new business results whilst adhering to company procedures and regulatory requirements delivering a high standard of customer service. You will promote the business and set behavioral standards whilst overseeing and ensuring consistent positivity and approachability. You will liaise with the relevant support functions to ensure your teams needs are met and promote the values of the business and communicate them.

This is a forward thinking & long term role with career development towards senior management. Key will be your team skills alongside a proven knowledge of commercial insurances for small medium enterprise sized clients.

The Day to Day;

Understand Budget/Targets and communicate progress to your team Ensure deadlines are met Meet and deliver against your agreed New Business Targets , contributing towards the teams overall budget targets & KPI's Complete all roles and tasks as required by your line manager, ensuring you adhere to procedures and policies at all times Creating a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered. Comply and manage your teams credit control Debt Management - ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt. Manage and prioritise your diaries/tasks, these are to be kept up to date Audit your staff monthly feedback Carry out Annual and Mid-Year reviews with your team members Manage staffing levels including recruitment Performance manage any underperforming staff member and get support from HR or Line manager when needed Complete any training that is deemed necessary for your role and fully prepare for your regular 1-2-1s and year-end review. Receive audit feedback and ensure any improvements identified and communicated to you are implemented. Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD) As and when required undertake and participate in work related projects as requested

What's on offer:

Comparable and comprehensive salary package & benefits Joint Pension contribution scheme

Your Experience:

Experienced commercial Insurance broking executive for SME businesses Team Management/Leadership within an insurance broking environment (preferable) Good knowledge of handling new business enquiries, renewals and mid term adjustments Good customer service and negotiation skills Able to build long standing relationships with insurers Pro-active and self-motivated Effective planning, administration and organisational skills Ability to work calmly under pressure Excellent oral and written communication skills with the ability to professionally represent the Company Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
Job Types: Full-time, Permanent

Benefits:

Company pension Employee discount Life insurance Referral programme
Work Location: In person