KNOWLEDGE, SKILLS AND EXPERIENCE

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• Previous general insurance experience

• Excellent, professional and confident communication skills
• Line management or supervisory experience preferably in a client facing environment
• Proven sales ability
• Flexibility
• Manage workload
• Ability to develop relationships internally and externally
• Ability to construct effective written communications
• Work well within a team especially under pressure
• Confident numeracy skills
• Qualified Cert CII or commitment to work towards within an agreed timescale
• Market, Industry and Company knowledge

ABOUT US

Lansdown Insurance Brokers is an established property insurance broker with over 60 years’ experience of offering specialist products and advice for landlord, business and personal lines insurance. In 2014 we were purchased by SEIB Insurance Brokers and are now proudly part of the Benefact Group.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

ABOUT THE ROLE

Lansdown Insurance Brokers, who are proudly part of Benefact Group, are looking for an Existing Business Manager to join our Cheltenham office.
As a senior member of the company the role requires the individual to have a ‘hands-on’ approach together with overall responsibility of the Existing Business Property Team. Managing the Team Leader to support Lansdown’s “right first time” approach to customer service. Developing relationships with working partners, insurers and clients to ensure the business continues to develop.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

KEY RESPONSIBILITIES

• To work closely with the management team in the day to day running of the Existing Business Teams.
• Training and supervising of the team in conjunction with the team leader, including regular One to One meetings and Performance Development Reviews.
• To assist in planning, implementing and tracking objectives by the company
• To monitor, analyse and adapt the departments accordingly in accordance with its objectives and performance
• Develop, negotiate and profitably sell business within own authority and in line with Lansdown’s strategy
• Plan, prioritise and manage the team and individual workloads to deliver agreed objectives and meet SLAs to deliver exceptional customer service.
• Use the appropriate method of communication to support Lansdown’s right first-time approach in order to maintain successful Internal and External relationships.
• Understand and operate within regulatory framework and identify and escalate any risks to the business
• Attend and contribute to insurer scheme reviews with management team
• To service existing Lansdown clients
• To assist in the growth of Lansdown
• To achieve set targets agreed upon
• Any other duties required from time to time