Wholesale Team Leader

Role overview

We have an exciting opportunity for an experienced Team Leader to join our childcare specialist business, Morton Michel. Responsible for the performance, development and motivation of the team whilst ensuring that incoming broker enquires, new business leads and renewals are actioned promptly and accurately. Assist the management team with operational reporting as required and to ensure that processes and procedures are being adhered to across the team.

This role would suit someone who is also an excellent people manager with a good understanding of numbers and reporting.

You will have excellent administration and communication skills with the ability to build effective relationships, at all levels, with brokers, insurers, and across the business.

You will work in a wider team responsible for the product and propositions and work closely with the other customer facing teams.

You will be responsible for the day-to-day people management of the team, creation, and maintenance of reporting on key performance metrics and have a passion for developing people to achieve their own learning goals.

Responsibilities:

• You will be responsible for all team motivation, work allocation, performance, and recruitment.
• You will supervise the Wholesale Team, prioritising and distributing work effectively resulting in all tasks completed correctly, efficiently and in line with all regulatory and insurer guidelines and internal service standards.
• You will own the team targets, and conduct weekly reviews, to be shared across the business to forecast performance in line with the overall business budget.
• You will be organised and ensure that team KPI’s, service standards and targets are achieved and exceeded where possible.
• You will be responsible for the oversight and reporting of Technical QA as well as other ad hoc reporting as required by the business.
• You will conduct monthly documented 1-2-1’s and monitor team performance in line with both individual and business performance metrics.
• You will be accountability for the team’s on-going training and development, and promote a culture of excellent customer service, team performance and continuous improvement.
• You will adhere to all compliance and regulatory procedures,

Experience:

• Proficient in Word and Excel
• You will have a minimum of 3 years Team Leading experience, and previous insurance experience is desirable.
• You will have experience of working within a regulated FCA environment (essential),
• You will be able to understand and implement ‘best practice’ in customer service.
• You will have good experience using bespoke systems preferably including Acturis,
• You will have a high level of accuracy and attention to detail, coupled with excellent time management,
• You will be able to work under pressure, adapt and be flexible in approach,
• You will have excellent communication skills which includes verbal, written, listening and negotiation, having the ability to communicate at all levels.

Further information

As well as a competitive salary we offer the following benefits -

• Competitive holiday allowance with the annual option to buy additional days
• Death in Service benefit of x4 salary
• Company pension scheme
• Very generous maternity and paternity leave packages
• A flexible benefits package which allows you to add additional benefits to your overall package
• Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
• Referral schemes
• Discounted rates on PIB products
• We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
• We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
• PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
• Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
• PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.

We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

REF-212 681