Account Handler
5 months ago
Account Handler
**Responsibilities**:
- To develop and broke a portfolio of PI and general insurance business through designated Insurer panels in order to achieve the Team Business Plan.
- To assist Account Executives, and directly with clients where appropriate, develop Client and Insurer relationships to maximise business opportunities and achieve your Key Performance Indictors including income targets.
- To place Commercial Lines business within your authority limits and within the approved markets, referring unusual cases to an experienced colleague or Practice Leader.
- To undertake general broking activities including dealing with:
- Clients' queries and correspondence.
- New Business, Renewals and MTA's including reviewing the adequacy of the covers and suitability of the terms being offered.
- Ensuring clear communication of terms, conditions, warranties, and pricing.
- Insurer surveys ensuring risk improvements are implemented and adhered to. Including communication with Clients if the basis of cover and /or terms is changed as a result of the survey.
- The effective management of your diary
- To adhere to agreed policies and procedures as detailed in the Compliance Handbook.
- To use all core business systems e.g. Acturis, ensuring they are regularly updated for effective Management Information and Reporting
- To liaise with Finance including Credit Control to ensure all queries are resolved quickly and efficiently.
- To attend Company and/or Branch meetings and events as required, including prescribed training. Also, to achieve the minimum requirements for CPD through training provided in house or by identifying development areas during your Performance & Development Review meetings.
- To undertake any other reasonable duties as requested by management on an ad-hoc basis.
**Experience**:
- Cert CII or equivalent experience
- Experience of professional Indemnity Insurance
- Good working knowledge of insurance placement processes
**Further information**
As well as a competitive salary we offer the following benefits -- Competitive holiday allowance with the annual option to buy additional days
- Death in Service benefit of x4 salary
- Company pension scheme
- Very generous 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
- 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
- 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.
We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
REF-206166
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