Account Handler

6 months ago

Liverpool, United Kingdom St Giles Full time

Job Advert

**The Role**:
Due to continued growth, we are recruiting for an experienced Account Handler to provide professional advice and service to all clients. You will be responsible for retaining existing customers and writing new business by the continual development of relationships and delivery of excellent customer service ensuring that all customers are dealt with professionally and fairly.

**Responsibilities**:

- Acquire and maintain knowledge of Insurance products to include Property Owners, Engineering, Contract All Risks & Terrorism
- Dealing with individual small business clients as well as medium-sized portfolios, with an overall book of premiums under £3,000,000
- Dealing with a book of renewals up to 600 policies
- Develop and sustain effective working relationships with customers, ensuring complete customer satisfaction as is reasonably possible
- Building and maintaining relationships with insurers
- Produce correspondence to required timeframes and quality standards
- Issuing and processing new business documents, mid-term adjustments, cancellations and renewals
- Provide new business quotations and re-broking existing renewals
- Face-to-face client meetings occasionally both inside and outside the office
- Keeping accurate records always and filing in the agreed manner
- To attend any appropriate training courses given inside and outside the office
- Assisting the Managers and other members of the team

**Experience**:
Essential:

- Minimum 5 GCSE, Grades A-C including English and Maths.
- Previous experience in an Account Handling role (Insurance) is required.
- 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.
- The ability to work in a team
- Accuracy and attention to detail
- A passion for building fantastic working relationships with clients and colleagues
- An appetite to learn and develop and successfully.
- An inquisitive nature with a willingness to ask questions
- Basic understanding of the broking insurance market and the role of regulation and compliance.
- 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 and operational use of Acturis.
- Operational use of Acturis ensuring updates are made accurately to data quality standards.

**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
- 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
- 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.

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