Position Title: Team Leader
Department: Branch Network
Primary Purpose of the Role:
The Team Leader supports the Branch Manager by overseeing the daily operations and functioning of a team. The focus is on enabling team members to develop and maintain strong client relationships while achieving maximum sales of insurance and financial services products. The role involves coaching, developing, and managing team performance to meet financial targets, alongside managing your own client needs.
Key Responsibilities:
Sales & Marketing
* Achieve growth targets and retention rates
* Contribute to acquiring new business and preparing submissions for new opportunities
* Build and maintain a relevant network of business contacts
* Assist in developing client revenue budgets and work to meet or exceed set targets
Client Service
* Manage a portfolio of clients to ensure their insurance and risk management needs are fully addressed to their satisfaction
* Maintain strong client relationships through timely, accurate administration including invoicing, quotes, premiums, and adjustments
* Collect client information supporting renewal documentation and generate reports according to standards
* Facilitate timely settlement of claims
* Implement renewal and broking strategies per instructions, coordinating with claims teams to protect client interests
* Proactively resolve client issues and respond to inquiries
Operations
* Ensure practices are in place to reduce Errors & Omissions (E&O) claims
* Assist with overall account management and debtor management, including minimizing debts beyond 180 days
* Deeply understand and promote Gallagher's insurance, financial services, and premium funding products during client interactions
* Guarantee 100% accuracy in client documentation and internal procedures
* Make decisions aligned with client needs, Gallagher policies, and relevant legislation
* Escalate issues or grievances when necessary and identify cross-marketing opportunities
* Uphold high ethical and professional standards to maintain Gallagher's reputation and brand
Broking Excellence
* Serve as a knowledgeable expert in insurance and risk management, acting as an intermediary for clients
* Manage placement of insurance, claims processing, quoting, and renewal administration effectively
* Maintain product knowledge relevant to specific sectors (such as Marine) and industry trends
* Ensure compliance with applicable legislation, regulations, duties, levies, codes, and organizational standards
* Use core broking and document management systems efficiently
* Self-manage time to produce accurate work and sound advice
* Collaborate with colleagues to benefit clients and the business
* Be registered and qualified with the national insurance broker association
* Comply with ASIC's minimum training standards for financial product advisers (RG146)
Key Competencies:
Leadership
* Relationship Management (Proficient)
* Collaboration (Proficient)
Execution
* Business Acumen (Proficient)
* Results-Driven (Proficient)
* Accountability (Proficient)
Client Focus
* Client Excellence (Proficient)
* Negotiation & Persuasion (Proficient)
* Effective Communication (Proficient)
Qualifications & Education:
* Preferably a Diploma in Financial Services or other relevant tertiary qualifications
* Essential Tier 1 qualification (Australia)
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