Insurance Team Leader Heritage

Everywhen; Southampton; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

26 days holiday

Hybrid working

Incentive plan

Career progression

CII/ACII support

Pension

Wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen is seeking a Team Leader for our Heritage Team in Southampton to lead an insurance professionals team, coach on performance, and ensure exceptional client service.

You will partner with the Team Director to manage client relationships, drive retention, and oversee a portfolio of business with emphasis on cross-selling and referrals.

Qualifications

• Experience leading insurance professionals or teams.
• Background in insurance account handling.
• Strong customer service and relationship-building skills.
• Excellent communication and interpersonal abilities.
• Highly organised with strong attention to detail.
• Ability to work under pressure and manage multiple priorities.
• Proactive, self-motivated approach.

Responsibilities

• Lead and coach a small team through regular one-to-one meetings.
• Manage day-to-day performance and development of your team.
• Support the Team Director with operational and client management responsibilities.
• Act as the first point of contact for client, insurer, and provider queries.
• Build and maintain strong relationships with clients and insurers.
• Manage and oversee a portfolio of business.
• Drive retention, cross-selling, and referral opportunities.
• Resolve policy and documentation queries efficiently and accurately.
• Ensure all client records and data are maintained in line with company procedures.

Skills

Team leadership

Coaching

Relationship building

Customer service

Communication skills

Organizational skills

Multi-tasking

Problem solving

Proactivity

Continuous learning

Job description

Are you an experienced insurance professional with a passion for leading people and delivering exceptional client service?

We're looking for a Team Leader to join our specialist Heritage Team based in Southampton. This is an excellent opportunity for someone with insurance account handling experience who enjoys developing people, building strong client relationships, and driving team performance.

You’ll lead a small team of insurance professionals, providing day-to-day support, coaching, and guidance while ensuring clients receive a first-class service. Working closely with the Team Director, you’ll play a key role in managing client relationships, achieving retention targets, and maintaining the smooth running of the portfolio.

What You’ll Be Doing

• Leading and supporting a small team through regular one-to-one meetings and ongoing coaching.
• Managing the day-to-day performance and development of your team.
• Supporting the Team Director with operational and client management responsibilities.
• Acting as the first point of contact for client, insurer, and provider queries.
• Building and maintaining strong relationships with clients and insurers.
• Managing and overseeing a portfolio of business.
• Driving retention, cross-selling, and referral opportunities.
• Resolving policy and documentation queries efficiently and accurately.
• Ensuring all client records and data are maintained in line with company procedures.

What We’re Looking For

• Previous experience within the insurance industry, either with a broker or insurer.
• Experience leading, mentoring, or managing a team.
• Insurance account handling experience.
• Strong customer service and relationship-building skills.
• Excellent communication and interpersonal abilities.
• Highly organised with strong attention to detail.
• Ability to work effectively under pressure and manage multiple priorities.
• A proactive and self-motivated approach.
• Strong influencing, negotiation, and problem-solving skills.
• A commitment to continuous learning and professional development.

At Ardonagh, you’ll be part of a supportive and collaborative culture where your career development matters.

Benefits include:

• 26 days holiday plus bank holidays
• Hybrid working with flexibility to work from home
• Competitive salary and role-based incentive plan
• Career progression opportunities across the wider Ardonagh Group
• Support towards CII and ACII qualifications
• Pension scheme
• 24/7 wellbeing support for physical and mental health
• Paid volunteering day to support local communities
• Spotlight Awards recognising outstanding achievements across the business

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INDX3

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

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.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.