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New Business Executive

4 months ago

Chelmsford, United Kingdom PIB Insurance Brokers Full time

**New Business Executive**
**The Role**:
To ensure that the companies' clients are provided with all reasonable help and advice on all issues relating to their insurance policy and to ensure the timely and accurate processing of documents and notices from both the clients to insurers and vice versa.

**Responsibilities**:

- Helping to deal with customer queries by telephone - whilst maintaining a high level of customer care.
- Liaise with customers and insurers ensuring that the organisation is represented, at all times, in a professional and courteous manner.
- Acting as a contact and focal point between a customer and an insurer to ensure the smooth and efficient management of a policy from inception and throughout the life of a policy.
- Accessing and acting on instructions extracted from the organisations in-house diary system and where appropriate ensuring that future actions are diarised forward.
- Responding to all reasonable requests from the customer services and administration manager that relate to the smooth and efficient running of the department.
- Keeping up to date with the organisations' products, services and strategies.
- Performing any other ad-hoc duties as may be required of this role.

**Compliance**
- Ensure all relevant business activities fully comply with FCA regulation and company procedures. Use checklists and support documentation as provided by the company to assist with demonstrating compliance.
- Conduct learning, training and assessment exercises in accordance with the individual Training & Competence (T&C) scheme applicable to you.
- Identify further areas for own development as required.
- Promote and embed a Treating Customers Fairly (TCF) culture in all respective business areas.
- Ensure compliance and adherence to the company's employment policies and procedures as contained within the Employee Handbook and your own information staff folder.

**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-206630