Assistant Client Handler Apprentice

6 months ago


Gloucester, United Kingdom Pib Insurance Brokers Full time

PIB Insurance Brokers is part of PIB Group, a dynamic, fast-growing business, with a wealth of knowledge and an entrepreneurial spirit that drives new ideas.

A market leader in the provision of specialist insurance solutions across the UK, and with an international presence, PIB Group continues to expand both organically and through a programme of acquisition and integration.

**What you will be doing**

To provide operational support to Commercial Account Handlers to enable high level service to all clients.

To engage with insurers to help source and obtain appropriate insurance solution for our clients in a timely manner

Provide exceptional customer service support for non-technical queries relating to our clients insurance policies.

**Other Responsibilities**
- Provide support within our Enterprise team to help deliver our clients an exceptional customer service across a number of key operational elements including:

- Working with Insurers to obtain suitable insurance terms for our clients in a timely manner.
- Documentation processing in line with key policy events
- Documentation checking prior to Commercial Account Handler presenting insurance terms to client.
- Accounts procedures and queries to be complied with
- Post processing within the company timescales and to company standards
- Preparation and issue of Renewal and Mid Term Reports for issue to Clients/Insurers
- File Maintenance
- Securing payment from Clients within agreed timescales
- Contribution to overall efficient running of business division
- Open communication and liaison with all other departments within the company
- Diary - accurate use and maintenance
- Accurate use of task bar & diary systems to ensure workload is managed and any problems reported to Team Leader
- Ensure accuracy, efficiency and professionalism when dealing with both client and insurer.
- Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual - use checklists and support documentation as provided by the company to assist with demonstrating compliance.
- Handle any complaints in accordance with company procedures and regulatory requirements.
- Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for development as required.

**Salary**: £20,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person


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