Private Client Team Manager

Jersey | Hepburns

About Hepburns:

At Hepburns, we’re committed to delivering sustainable, profitable growth and exceptional service. As a leading provider in the insurance industry, we serve a diverse range of private clients. We’re looking for talented individuals to join our team and help us continue to provide top-notch broking services and build long-term client relationships.

About the role: Private Client Team Manager

As a Private Client Team Manager at Hepburns, you’ll be responsible for leading the Private Client Broking Team to ensure they meet the insurance needs of our clients and prospects. You’ll work closely with the Group Private Client Director, driving the team to deliver excellent broking advice and compliant sales. You’ll contribute to our mission by fostering a culture of continuous improvement and operational efficiency.

What you’ll be doing:

  • Lead and plan the prospecting, sales, and servicing of Personal and Commercial Insurance products.
  • Develop and execute sales plans aligned with Hepburns’ strategy to maximise cross-selling opportunities.
  • Encourage continuous improvement to enhance operational efficiency and customer experience.
  • Manage, recruit, and develop team members, fostering a high-performance, customer-centric culture.
  • Build and maintain effective relationships with peers, other functions, and industry bodies.
  • Produce and act upon sales and customer service management information.
  • Investigate and resolve complaints to ensure fair customer outcomes.
  • Explore alternative products and approaches to improve performance.
  • Deliver short-term projects as required by the Group Private Client Director.

What you’ll need:

To be successful in this role, you should have:

  • Relevant professional qualification (or substantial progress towards) e.g., DIP CII.
  • Experience leading and managing in a customer-focused, performance-driven environment.
  • A track record of successfully delivering goals through teams.
  • Experience in continuous improvement and managing change.

Nice to have:

In addition to the required qualifications, it would be great if you have:

  • Strong leadership skills and the ability to inspire your team.
  • Excellent communication and relationship-building skills.
  • A proactive approach to identifying and solving problems.
  • A deep understanding of the local insurance market.

Why work with us:

At Hepburns, we value our employees and strive to create a positive and supportive work environment. We offer:

  • Competitive benefits and perks.
  • Opportunities for growth and development.
  • A chance to contribute to a company that values high-quality service and continuous improvement.

Interested?

Get in touch today via [email protected] for a confidential chat.

Apply Now

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Need help? Get in touch!

Our friendly team is ready to help with any questions or support you need. You can contact us at any of our local offices:

Alderney Office
Open: Monday - Friday 08:30-16:30 T: (01481) 824 100
Guernsey Office
Open: Monday - Friday 09:00-17:00 T: (01481) 710 731
Jersey Office
Open: Monday - Friday 09:00-17:00 T: (01534) 835 383

Our expert advisors are here during office hours to chat about what you need and find the best solutions for you. If it's outside these hours, just leave us a message. We'll get back to you as soon as we can.

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Jersey
Guernsey / Alderney