Account Handler

It's a fantastic time to join PIB and work as part of the West Yorkshire Broking Team based out of our fantastic Halifax Office

Great offices and easily accessible via transport links and close to a train station. Plenty of parking as well!

The Role: Account Handler

To provide professional advice and service to all clients.

Effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly.

To retain existing customers and write new business by the continual development of relationships and delivery of excellent customer service.

Responsibilities:

• Determine appropriate solutions, structure, price and placement strategies that meet the clients needs and deliver profitable business for a range of clients.
• Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium.
• Responsible for the review and action required on policy and client information.
• Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary.
• Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.
• Build and continuously enhance relationships with PIBs panel of insurers and maintain a profile within the insurance market.
• Proactively work with colleagues across the business to identify and maximise opportunities for growth.
• Place commercial lines business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition.
• Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business.
• Reviewing the adequacy of covers and suitability of the terms being offered to clients,
• Liaising with relevant departments, to ensure all queries are resolved quickly and efficiently

Experience:
Essential:-

• Minimum 5 GCSE, Grades A-C including English and Maths.
• Experience of working within the UK insurance market and and a good understanding of the role of regulation and compliance.
• Experience of General Commercial classes of business.
• Client service and administrative experience, adhering to processes and systems with a high level of accuracy and attention to detail, to support client service delivery.
• Previously worked within a team servicing both clients and colleagues whilst also possessing excellent negotiating skills.
• Organised with good time management skills working to agreed priorities.
• Good communication skills to effectively liaise with internal colleagues.
• Computer literate with good experience of using MS Office Suite.
• Operational use of Acturis ensuring updates are made accurately to data quality standards.

REF-218 408

ADZN1_UKTJ

Location: Halifax, GB

Posted Date: 12/23/2024