PRIVATE CLIENTS / PERSONAL LINES MANAGER - ARD1074156

Are you someone who thrives in the Insurance Industry? We’re on the hunt for a talented Private Clients / Personal Lines Manager who uses their knowledge and experience of the Insurance Industry to lead a team and build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you’re looking for? Then please, read on…

You will also need a thorough knowledge of:

• Industrial processes, security requirements, Health & Safety legislation and risk management techniques
• FCA Regulations for dealing with Private Clients and Personal lines Customers.
• FCA Regulations for dealing with Clients Money, Treating Customers Fairly, Complaints regulations and Data Protection Act.
• Credit management procedures

SO, WHAT DOES THE ROLE OF A PRIVATE CLIENTS / PERSONAL LINES MANAGER HERE INVOLVE?

This role will be made for you if you love managing and developing a team whilst fostering relationships and offering a comprehensive service to clients to find the right Insurance products to fit their needs. This role will work with commercial and personal lines clients.
The manager will aim to achieve agreed Company forecasts, plans, targets, and budgets for the development of existing and new customers whilst managing and developing the team to achieve company’s strategic objectives, providing guidance and mentoring as and when required. You will also review, refine, and improve processes and procedures where required. You will need to lead by example and ensure you and your team adhere to Company compliance instructions and protocols.

WHAT YOU WILL DO

Collaborating with the Head of Region, you will develop objectives but focus on all the following and more:

• Deliver annual targets, plans and budgets for your respective sales area ensuring accuracy when dealing with new business, renewals, mid-term adjustments, queries, and premium financing arrangements.
• Proactively prospect potential new clients, maintain a high level of customer service, secure renewal business, promote the use of in-house premium finance and handle complaints in line with company and regulatory requirements.
• Monitor personal and team members’ performance against objectives, forecasts, plans, targets, and budgets and provide regular feedback to the Head of Region.
• Carry out Appraisals and Performance reviews.
• Manage the team on a day-to-day basis including monitoring team members’ holidays and sicknesses, prepare and participate in disciplinary and grievance meetings in conjunction with HR.
• Provide coaching, mentoring, professional advice, and support to the team members when required.
• Ensure you and your team are fully compliant with company and regulatory requirements and carry out regular file audits.

What experience does our manager need?
It’s essential that you have extensive insurance broking experience as you will be offering a complete private clients and personal lines experience to existing customers. It would be advantageous if you have some team leader or people management experience.

You will also need a thorough knowledge of:

• Industrial processes, security requirements, Health & Safety legislation and risk management techniques
• FCA Regulations for dealing with Private Clients and Personal lines Customers.
• FCA Regulations for dealing with Clients Money, Treating Customers Fairly, Complaints regulations and Data Protection Act.
• Credit management procedures.

It would be a bonus if you have any relevant qualifications, although we offer plenty of opportunity to gain these.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
• Pension scheme for when you feel it’s time to retire
• 24-hour support for you and your families physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
• 1 days paid volunteering day to give back to our communities
• Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we shine a light on the brightest talent across our group

So, what are you waiting for? Apply today and one of our team will be in touch.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. No Agencies please.