Equine Insurance Team Leader

Salary: Up to £45,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: South Ockendon

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Equine Insurance Team Leader to join our Equestrian Sales Team in their South Ockendon office.

The role holder will be responsible for supporting and managing a team of Equine new business staff, including monitoring performance, providing feedback for development and training, and conducting performance reviews.

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

• Conduct department meetings and keep regular communication with other departments
• Proactively use the Call Recording System for training and development
• Generate and follow up leads from all possible company sources
• Produce relevant statistics as requested by the Directors
• Ensure that all quotations and any subsequent business are within any authority binded to us by any insurance company(ies)
• Utilize outward bound phone contact with clients to assist in the conversion of sales
• Maintain full and accurate information on all enquiries and quotations and regularly evaluate reasons for success and failure to secure business
• Sell all of the company's scheme products
• Underwrite new business within our delegated authority
• Refer to Insurers where required - outside our delegated authority
• Develop effective and productive behaviour with our capacity providers
• Handle complaints and provide evidence/timeline of events to compliance
• Train and develop the team to achieve levels of authority and evidencing this
• Assist with competitor ring rounds at least twice a year
• Assist in setting Department KPIs/targets and expectations as well as individual targets/expectations
• Carry out appraisals twice a year for each team member with the Department Manager
• Maintain awareness of the market - what competitors are doing and where we sit within the market
• Prepare monthly reports - Figures for Managers meetings (attend in absence of Manager) and for board reports quarterly

Knowledge, skills and experience

• A strong people leader with effective people management skills, with the ability to set and monitor clear objectives and KPIs
• Excellent communication, presentation and negotiation skills
• A real team player, willing and able to support colleagues and achieve greater collective wisdom in the team
• Proven ability to build productive relationships internally and externally
• Knowledge of the Equine sectors/markets
• Strong technical ability to deal with UW referrals
• Practical experience of quickly implementing new initiatives
• Ensure all work is efficiently and appropriately distributed and prioritised to meet business expectations
• Comfortable with selling and excellent relationships with clients
• Proven track record of managing both internal and external stakeholders at all levels
• Ability to contribute to senior leadership discussions on strategy development and execution
• Planning and project management skills, with the ability to manage a variety of projects simultaneously
• Able to adjust priorities according to business needs

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• A holiday buy scheme
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay and parental leave
• Support and funding toward study and professional qualifications
• Paid time off for volunteering

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.

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 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 welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.