Expire in: 5 days
Team Manager: Private Client Operations
Location: Edinburgh (Hybrid: 3 days Office / 2 days Home) Team Size: 14 Account Handlers Package: £50 - £60 K + Benefits
The Opportunity: Lead the Engine Room of Private Wealth
Our client is a global, employee-owned insurance leader that prioritizes people over policy numbers. We are seeking an operational Team Manager to lead, mentor, and elevate a high-performing team of 14 Private Client Account Handlers in our Edinburgh hub.
This isn't a "back-seat" management role. You will be the cultural and technical heartbeat of the team, ensuring that our High-Net-Worth (HNW) clients receive a gold-standard service while fostering an environment where your handlers can thrive, develop, and progress.
People Leadership & Coaching
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Team Orchestration: Lead and inspire a team of 14 Account Handlers, managing day-to-day workflows to ensure seamless client service.
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Talent Development: Conduct regular 1-to-1s and coaching sessions. You will identify training gaps and mentor handlers through their CII qualification journeys.
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Performance Management: Set clear KPIs and SMART objectives, ensuring the team stays motivated and aligned with the firm’s "client-first" ethos.
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Recruitment & Onboarding: Lead the hiring process for new talent and ensure a best-in-class integration into the team.
Operational Excellence
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Workflow Management: Oversight of the renewal cycle, mid-term adjustments (MTAs), and new business processing to ensure 100% accuracy and contract certainty.
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Service Standards: Monitor call quality and correspondence, reducing abandonment rates and ensuring every HNW interaction is sophisticated and professional.
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Compliance Oversight: Act as the first line of defense for FCA and GDPR compliance, ensuring all 14 handlers adhere to strict UK regulatory standards.
Strategic Contribution
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Process Innovation: Identify "bottlenecks" in the current handling process and implement smarter ways of working.
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Retention Strategy: Analyze lapse reports and renewal data to drive industry-leading retention rates across the team’s portfolio.
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Stakeholder Collaboration: Build strong internal networks with Brokers and Directors to ensure a unified approach to client wealth management.
The Profile
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Proven Leadership: Experience managing a team of at least 8–10+ individuals within a UK insurance or financial services environment.
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HNW Expertise: A minimum of 7 years’ experience in the insurance market, with a deep understanding of the private client sector.
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Qualified Professional: Dip CII certified (working towards ACII) and ideally ILM Level 3/5 certified.
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Operational Precision: A data-driven mindset with the ability to manage high volumes of work without compromising on quality.
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Communication: The ability to influence, de-escalate complex client issues, and motivate a diverse team.
Why Join a Leader?
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Employee Ownership: When the company wins, you win. Access to a unique share scheme that puts the business in your hands.
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Hybrid Empowerment: A balanced 3:2 hybrid model designed around trust and professional autonomy.
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Culture of Bravery: We encourage our managers to try new leadership styles and operational ideas.
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Well-being First: Comprehensive benefits including volunteering days, mental health support, and a commitment to work-life harmony.
Are you ready to lead 14 of the best handlers in the business? APPLY TODAY!
Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OEDo not include the following in your job application, CV, or cover letter:
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Looking for your next career move? Join a top company hiring Insurance Manager job near me in Edinburgh, City of Edinburgh! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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