Personal Lines Team Leader

2 weeks ago

Wellington, Wellington, New Zealand Cultivate Full time
Wellington based - 1-2 days WFH

  • Competitive salary + insurances + bonus + benefits
  • A role that allows you to enjoy the client side but also develop your leadership


Are you passionate about providing personalised insurance solutions tailored to meet the unique needs of each client? Are you driven to deliver exceptional service and build long-lasting relationships? And, are you wanting to help coach, train and grow a team? If so, we have an exciting opportunity based in Wellington.

A leading insurance brokerage firm working with renowned insurance providers to offer expert advice and comprehensive insurance policies to our valued clients.

As a Domestic Broker Team Leader, you will play a crucial role in managing a portfolio of clients, focusing on client retention, business growth and growth of your team.


Key Responsibilities:

  • Effectively manage and organise the existing client portfolio, ensuring all client renewals are reviewed annually.
  • Develop a deep understanding of each client's personal or business insurance needs and tailor recommended coverage to align with their specific risk profile.
  • Process client renewals in a timely manner.
  • Identify growth opportunities within the existing client portfolio and leverage your unique relationship and knowledge to act upon these opportunities.
  • Grow, train and coach your team 70% team focus, 30% looking after your book.

Required Skills and Qualifications:

  • We are looking for an experienced Personal lines Broker who is ready for a step up to Team Leader
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients and colleagues.
  • Proactive and resultsoriented mindset, with a focus on client satisfaction and business growth.
  • Detailoriented approach, ensuring accurate documentation and adherence to procedures.
  • Ability to work independently as well as collaboratively within a team environment.

Benefits:

  • Opportunities for professional growth and development.
  • Life insurance, travel insurance, critical cover and income protection
  • Profit Share incentive
  • Flexible work arrangements.
  • Three wellness days a chance to take a breather
  • Supportive and collaborative work culture.
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn't bring out your best, let us know. We want you to shine, not shy away.

***
Next steps

A bit about Charly, who's recruiting this role:
Full of life, Charly is ready to help you find that next great role.

She can often be found watching any sport Auckland has to offer or strolling along the beach, with a cuppa tea in one hand and Bobby the Boxer in the other.

SCR-charly-hickman

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