Wholesale - Team Leader

Job Title: Wholesale Team Leader

Location: Croydon, Surrey

Full/Part Time: Full Time

Salary Circa: £40,000

The Wholesale Team Leader will work within a team compromising of Account Executives, Account Manager, Senior Account Handlers, Account Handlers and Trainee Handlers.

Responsibilities: 

• To support the Account Executives in maintaining positive Client relationships
• Support the Account Manager in the development and training needs of Account Handlers/Trainees in their understanding of the placement setup
• Support/deputise for the Account Manager in coordinating resources across the team, to provide the best support service to the Account Executives.
• Attends and contributes to internal Technical Meetings
• Looks at ways to add to the skills and knowledge pool of the Team and to improve the Teams procedures and standards 
• To provide accurate and effective support to the Execs and the Team
• Assist with the development of new business and the existing portfolio of agents
• Contribute to the analysis of Client data for presentation to Insurers
• Monitor the progress of the placements, so as to ensure compliance with Group and FCA procedures, regulations and requirements
• Liaise with agents and prepare/populate MRC with appropriate information
• Prepare MRC and supporting documentation in accordance with templates and MRC requirements using Websure
• Ensure accurate completion of Websure data fields
• Oversee and approve client documentation prior to obtaining authorised signatories
• Complete internal processes in order to obtain Evidence of Cover documentation for signature and invoices
• Oversee and approve client documentation 
• Undertake Account Handling responsibilities and liaison with agents as may be required
• Explanation of the scope of cover and the terms and conditions of the policy to agents as appropriate
• Negotiate and liaise with Underwriters in placing risks as required
• Maintain a high level of Client Service generally and foster / maintain good relationships

Experience:

3 years Wholesale P&C experience

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 

For extra information please contact:-

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