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- To ensure clients have adequate and appropriate insurance covers
- Assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
- Provision of professional advice and service to client, and provision of quotations as directed
- Renewal procedures to be followed per Group Broking Procedures provided
- Group accounts procedures and queries to be complied with
- Post processing within timescales, Group Broking procedures and to company standards
- Computer records, accurate creation and maintenance ensuring completeness
- Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
- Documentation checking prior to account executive signing off prior to subsequent issue
- Contribution to overall efficient running of PIB
- Open communication and liaison with all other departments within PIB
- Securing payment from clients within timescales
- Diary / Tasks - accurate use and maintenance
- Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
- Constant communication on file progress between you and the relevant Executive
- Continual professional development (self driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required
- Identify, report and resolve:- Breaches / complaints / E&O and to Respond positively to QA
- Previous experience in an Account Handler position within the insurance industry.
- Previous Personal Lines experience.
- Strong communication skills and the ability to work in a fast-paced environment
- Competitive holiday allowance with the annual option to buy additional days
- Death in Service benefit of x4 salary
- Company pension scheme
- Enhanced maternity and paternity leave packages
- A flexible benefits package which allows you to add additional benefits to your overall package
- Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
- Referral schemes
- Discounted rates on PIB products
- We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
- If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
- We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
- PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
- Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
- PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.
