Sales Team Leader - Insurance

Sales Team Leader – Insurance

Role Overview – About the role

You will be responsible for leading and motivating a team of sales advisors to achieve and exceed sales targets for general/personal lines insurance products. This is a hands-on leadership role suited to someone who thrives in a fast-paced environment and can inspire a high-performance, customer-focused sales culture. The successful candidate will ensure full compliance with all relevant regulatory requirements while maintaining exceptional standards of professionalism and service delivery.

Sales Team Leader – Insurance – Key duties

Leadership & Team Management

Lead, motivate, and develop a team of sales advisors to achieve individual and team KPIs.

Conduct daily team briefings, performance reviews, and one-to-one coaching sessions.

Foster a positive, energetic, and customer-centric team culture

Sales Performance

Drive the achievement of new business, renewals, and cross-selling targets.

Monitor sales activity, pipeline performance, and conversion rates to identify opportunities for improvement.

Support team members with complex or high-value customer enquiries and quotations.

Operational Excellence

Ensure compliance with internal policies, relevant regulatory requirements, and data protection laws.

Oversee quality assurance checks to maintain high standards of sales, service, and accuracy.

Manage workload allocation, scheduling, and attendance to maximise team productivity and morale.

Reporting & Analysis

Produce daily, weekly, and monthly performance reports for senior management.

Track key metrics and analyse trends to drive continuous improvement and business growth.

Training & Development

Identify skills gaps and deliver targeted coaching and development sessions.

Support onboarding, mentoring, and career growth of new and existing team members.

Sales Team Leader – Insurance – Key requirements

Proven leadership experience in an insurance sales environment

Strong knowledge of personal lines insurance products, underwriting principles, and regulatory compliance.

Excellent communication, negotiation, and interpersonal skills.

Motivational leader with a proactive and goal-oriented approach.

Analytical thinker with strong problem-solving skills and commercial awareness.

Highly organised, resilient, and adaptable to change in a fast-moving environment.

Minimum 2–3 years’ experience in an insurance sales or telesales leadership role.

Experience within a regulated insurance brokerage (motor insurance preferred).

Cert CII qualification or working towards it (desirable).

Proficiency with CRM systems and Microsoft Office Suite.

Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

A copy of our D&I policy can be made available upon request