Job Purpose
As Team Leader –, you will be asked to deliver a high standard of client service and ensure that client expectations are met.
- Be alert to risk factors, exercise judgment, and know when to ask for management’s assistance.
- Have a sound knowledge of the company’s services.
- Monitor the performance of client portfolios against stated objectives, taking appropriate action to rectify any problems.
Main duties
- To be responsible for achieving a high standard of client service by ensuring that client expectations are met.
- Develop relationships with clients and intermediaries.
- Ensure mutual understanding of the client’s expectations and commitments at the outset and throughout the relationship.
- Ensure that all assignments are executed all assignments in a timely and efficient manner.
- To ensure that the group’s professional standards are adhered to.
- To maintain communication with all other members of the group involved with each client.
- Assist administrators with client matters of a more technical nature where necessary and escalate to management, where appropriate.
- Assist administrators within the Pension service team to understand and follow the Company’s procedures and policies in relation to all administrative activities.
- To provide administrators with training/coaching as may be required based on relative experience.
- Maintain track records and details of work completed/status to report to the senior
- Set targets and monitor performance daily.
- Identify the training in-need requirements for staff and action within a timeline.
- Build in the concept of Right First Time within the cluster.
- Be transparent toward other staff
Additional Responsibilities for the Team Leader include:
- Able to work on own initiative and to be highly disciplined.
- Ability to multi-task and work under pressure
- Good time management, work prioritisation, and organisational skills
- Good internal personal skills in dealing with clients, colleagues, and senior management.
- Excellent level of judgment and logical approach to problem-solving.
Qualification, Experience, and Skills
- University degree
- Well-developed communication skills and technical abilities for the position.
- At least 5 to 7 years’ experience in the financial sector preferably in the Insurance/Pension sector.
The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company’s business.
The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak work periods, or otherwise to balance the workload.
The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company. We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity, etc.). We ensure that no member of staff or any job applicant is treated less favorably than anyone else.
Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.
Company benefits – examples as follows:
- Private health insurance
- Private Pension Insurance Cover
- Learning and Development opportunities
- Incentive bonus – Company performance based
