Insurance Team Leader (Sales)

Benefact Group; Cheltenham; On-site; GBP 45,000 - 55,000; Full time

Job summary

Benefact Group is seeking an Insurance Team Leader to join their Existing Business team in Cheltenham. The role focuses on ensuring customer service excellence, developing relationships with partners, and supporting sales strategy implementation. The ideal candidate should possess relevant underwriting knowledge, strong planning capabilities, and proven communication skills.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Health and wellbeing benefits

Enhanced sick pay and parental leave

Funding toward study and professional qualifications

Paid time off for volunteering

Qualifications

• Knowledge of relevant products and underwriting is essential.
• Proficiency in Planning and Project Management required.
• Confident in managing relationships and providing excellent client experience.

Responsibilities

• Managing teams to ensure a 'right first time' customer service approach.
• Developing relationships with clients and insurers.
• Assisting in sales strategy development and implementation.

Skills

Knowledge of relevant products and underwriting

Planning

Project Management

Delegating techniques

Organizational skills

Communication

Networking

Education

Chartered Insurance Institute Certificate in Insurance

Job description

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Posted:

02.07.2025

Expiry Date:

16.08.2025

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Job Description:

Salary: Starting from £45,000.00 (Depending on experience)

Working hours: 35 hours per week

Duration: Permanent

About the role

Lansdown Insurance Brokers, who are proudly part of Benefact Group, are looking for a Insurance Team Leaderto join our Existing Business team in ourCheltenham office.

As an InsuranceTeam Leader you will be responsible for managing the teams “right first time” approach to customer service, developing relationships with working partners, insurers, and clients to ensure the business continues to develop, assisting management team with sales strategy development and implementation. This includes developing strategic sales plans that expand the customer base and ensure the company maintains a strong presence in the industry.

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.

What you'll be doing

• Supporting the Underwriting manager by investigating, reviewing and advising in respect of the development of existing and new products
• Authorising referrals above the authority of Junior Underwriters across all schemes
• Analysing Claims data and adjust rating accordingly to maximise scheme performance
• Collating operational data for business performance to send to the wider senior management team
• Carrying out underwriting audits both internally and with Insurers externally

What you'll need to have

• Knowledge of relevant products and underwriting
• Proficiency in in Planning, Project Management and Delegating techniques
• Ability to work in a regulated, compliant and client focussed environment
• Organizational and resourceful skills, whilst being deadline driven and supportive of the wider team
• Confident and capable in communicating, presenting, networking, managing relationships and providing an excellent client experience

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance
• Previous experience within the Underwriting industry

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• 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

Hear from the hiring manager

"We’re seeking an experienced Team Leader to join our growing business and work with our friendly and experienced leadership team to continue to deliver exceptional results. If you’re seeking an opportunity to lead a successful team whilst further developing your leadership skills and understanding of insurance, we’d love to hear from you."

About us

Lansdown Insurance Brokersis 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 have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. 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.

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

*Directory of Social Change’s UK Guides to Company Giving 2017-26