Charity & Not for Profit Account Handler

5 months ago

York, United Kingdom PIB Insurance Brokers Full time

Job Advert

A brilliant chance to work with our fantastic, experienced and supportive team in York, you'd be based in the office 3 days a week with 2 at home, although a little more time initially in the office until you have learnt the systems etc.

Great people, beautiful office with on-site parking and the chance to not only use your existing skills and knowledge but learn and progress.

If you already have Charity & Not for Profit Experience then that would be amazing you could make a real difference to the team immediately however we can provide you with all the tools to learn if you have a general commercial insurance background.

An appetite for new business would also be advantageous but again not a deal breaker as we have a collaborative and supportive team in York.

**The Role**:
You would be providing professional advice and service to all clients. You will effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly. The role will require you to retain existing customers and write new business by the continual development of relationships and delivery of excellent customer service.

**Responsibilities**:

- Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients.
- Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium.
- Responsible for the review and action required on policy and client information.
- Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary.
- Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.
- Build and continuously enhance relationships with PIB’s panel of insurers and maintain a profile within the insurance market.
- Proactively work with colleagues across the business to identify and maximise opportunities for growth.
- Place commercial lines business and Charity and Not for Profit business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition.
- Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business.
- Reviewing the adequacy of covers and suitability of the terms being offered to clients,
- Liaising with relevant departments, to ensure all queries are resolved quickly and efficiently
- Often required to work alongside Account Executives or Directors to support with complex clients

**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
- 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
- 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 a

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