Trainee Personal Lines Account Handler

4 weeks ago

Halifax, United Kingdom PIB Insurance Brokers Full time

Job Advert

We have an amazing opportunity within our Private Clients Team in Halifax. Ideally suited to a school, college or University leaver looking to start their career in the insurance industry.

Amazing support through the learning and development, and the opportunity to progress with insurance qualifications.

**Job purpose**:

- To help, develop and broke a portfolio of profitable private client insurance business through designated Insurer panels in order to achieve the Business Plan.
- To ensure timely, compliant and effective Client and Insurer administration and processing.
- To ensure compliance with the company’s regulatory regime.

**Key Responsibilities**:

- To assist in the development and implementation of the company private client business plan in consultation with your line manager.
- To assist with the management of the provision of insurance cover for both prospective and existing customers in a customer focused and compliant manner and within agreed service standards and timescales
- To assist with the management of the renewal, mid-term adjustments and lapsed policy processes ensuring that all customers are dealt with in a professional manner within the remit of the compliance procedures
- Provide support to Unit Manager at customer meetings ensuring client documentation is accurate and any subsequent action points are carried out.
- Ensure that all inbound or outbound calls are answered to agreed service levels, within TCF parameters and to quality standards.
- Utilise communication and negotiation techniques to explain the features and benefits of our products, to internal and external customers. Develop internal awareness and opportunity to generate business
- Acquire, maintain and record an accurate level of appropriate product and regulatory knowledge and skill as is appropriate for the role
- Ensure that all statutory and company regulations are followed to protect clients, colleagues and the business interests of the company.
- Adhere to the contents of the Standard Broking Procedures at all times.
- Client and Insurer relationships to maximise business opportunities and achieve your Key Performance Indictors including income targets.
- To place private client business within your authority limits and within the approved markets, referring unusual cases if necessary to an experienced colleague.
- To undertake general broking activities including dealing with:

- Clients’ queries and correspondence.
- New Business, Renewals and Adjustments 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 systems e.g. Acturis, ensuring this is 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.

**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 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

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