Schemes Manager

Nashrock Insurance Recruitment
Harlow, Essex
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

Working for an independent insurance broker who have a good reputation within the market, whilst offering a stable working environment.

Purpose of the Role:

A Schemes Manager will have overall responsibility for the performance and delivery of the sales targets and budget achievement within the department. Delivering sustainable commercial growth in income in line with targets. You will lead by example and drive the performance of your team, by encouraging new business, high retention levels and maintaining customer relationship’s leading cross sales opportunities.

Working closely with Board of Directors to ensure that KPI's are being hit.


× To create and develop marketing campaigns with other Managers within the company

× Communicate with existing, prospective and previous clients to gather information regarding their policies with a view to offering them a quotation

× Client interation - face to face wherever necessary

× Provide a high degree of technical expertise so that clients and brokers needs can be assessed and any particular gaps in existing cover can be identified and used as a selling point

× Knowledge of a wide range of trades is required, with an excellent knowledge and understanding of available markets and current market conditions

× Provide timely and professional responses to both clients and brokers

× Produce insurer presentations, organise and lead team meetings

× Maintain strong relationships with clients, insurers and affiliates

× Incept new business and transact renewals and adjustments

× Complaints handling & Compliance

× Maintain clients records and data in line with systems and protocols, making sure that all data is kept up to date and changes are recorded appropriately

× Ensuring all client information is correct on all paperwork

× Collate, prepare and submit reports and statistics accurately within defined deadlines

× Timely management and delivery of projects

× Managing debts and ensure that funding has been received by the relevant person / finance company

× Take immediate and any appropriate action in the event of a premium default

× Prioritising and managing own workload

× Understanding and meeting both service and industry standards

× Cross selling of other products

× To pro-actively seek and recommend improvements to processes and service, participate fully in the implementation within the team and be an advocate for change

× Manage your team efficiently and effectively

× Conduct annual performance appraisals and monthly 1-2-1’s with team members. Identifying any training or development needs to be managed and monitored

× Goals setting

× Work collaboratively and closely with all departments within the Group.

Personal Attributes:

× Articulate and accurate with a high level of attention to detail

× Focused, successful and target driven

× Reliable and confident with an emphasis on customer service

× Possess a positive can do attitude

× Enthusiastic, self-motivated and able to inspire others to drive opportunities

× Excellent time management skills

× Be able to communicate professionally at all levels

× Strong team player with a passionate approach for work.


× Proven track record for leading a successful team

× High standard of literacy & numeracy

× Must be computer literate

× Knowledge of PHD / Open GI advantageous but not essential

× Commercial broking experience

× Understanding of commercial insurance is desirable

× Cert CII

× You must be able to demonstrate a high level of understanding of FCA, compliance and industry regulations and requirements and adhere to them