Trainee Personal Lines Account Handler

7 months 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

  • Account Handler

    7 months ago

    Halifax, United Kingdom LNJ Recruitment Full time

    Excellent Company Culture - Immediate Start - Flexible Locations Available **Account Handler - Halifax** **Key Responsibilities** - Processing commercial renewals, ensuring all documents and correspondence are entered into the company system - Providing administrative support to account executives as and when required, including obtaining new business...

  • Trainee Account Handler

    6 months 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 learning and development and the opportunity to progress with insurance qualifications **Job purpose**: - To help, develop and broke...

  • Corporate Account Handler

    6 months ago

    Halifax, United Kingdom Stride Resource Management Ltd Full time

    Role - Corporate Account HandlerSalary - Up to £50,000Location - Leeds (hybrid) Are you ready to take your commercial insurance expertise to the next level? A leading corporate insurance broker, renowned for their innovative approach to emerging and complex corporate risks, is seeking a skilled Commercial Handler eager to transition into the corporate...

  • Account Handler

    1 month ago

    Halifax, United Kingdom CV-Library Full time

    It's a fantastic time to join PIB and work as part of the West Yorkshire Broking Team based out of our fantastic Halifax Office  Great offices and easily accessible via transport links and close to a train station. Plenty of parking as well!  The Role: Account Handler To provide professional advice and service to all clients. Effectively...

  • Commercial Account Handler

    2 weeks ago

    Halifax, United Kingdom Nashrock Insurance Recruitment Full time

    About the jobCommercial Account Handler Competitive Salary based on ExperienceLocation: Halifax/HybridThe Company:We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial Property insurance...

  • Commercial Account Handler

    2 weeks ago

    Halifax, United Kingdom Nashrock Insurance Recruitment Full time

    About the jobCommercial Account Handler Competitive Salary based on ExperienceLocation: Halifax/HybridThe Company:We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial Property insurance...

  • Commercial Account Handler

    2 weeks ago

    Halifax, United Kingdom Nashrock Insurance Recruitment Full time

    About the jobCommercial Account Handler Competitive Salary based on ExperienceLocation: Halifax/HybridThe Company:We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial Property insurance...

  • Commercial Account Handler

    2 weeks ago

    Halifax, United Kingdom Nashrock Insurance Recruitment Full time

    About the jobCommercial Account Handler Competitive Salary based on ExperienceLocation: Halifax/HybridThe Company:We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial Property...

  • Account Handler

    2 weeks ago

    Halifax, United Kingdom CV-Library Full time

    Account Handler It's a fantastic time to join PIB and work as part of the West Yorkshire Broking Team based out of our fantastic Halifax Office  Great offices and easily accessible via transport links and close to a train station. Plenty of parking as well!  The Role: Account Handler To provide professional advice and service to all...

  • Account Handler

    4 weeks ago

    Halifax, West Yorkshire, United Kingdom pib Group Full time

    It's a fantastic time to join PIB and work as part of the West Yorkshire Broking Team based out of our fantastic Halifax OfficeGreat offices and easily accessible via transport links and close to a train station. Plenty of parking as well!The Role: Account HandlerTo provide professional advice and service to all clients.Effectively manage policy events...

  • Commercial Account Handler

    7 days ago

    Halifax, Calderdale, United Kingdom Nashrock Insurance Recruitment Full time

    Job OverviewSalary: Up to £50,000 per annum based on experience.A well-established insurance broker, with over 30 years' experience, is seeking a highly skilled Commercial Account Handler to join their dynamic team. The company specialises in providing expert advice to businesses across Yorkshire and beyond, and is now looking for someone to help drive...

  • Account Handler

    2 weeks ago

    Halifax, United Kingdom CV-Library Full time

    The Role: We have a fantastic new opportunity for an experienced Commercial Account Handler to join our Commercial Enterprise Unit based in our Halifax office.  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...

  • Commercial Accounts Handler

    5 days ago

    Halifax, West Yorkshire, United Kingdom Nashrock Insurance Recruitment Full time

    About the job Commercial Account Handler Competitive Salary based on Experience Location: Halifax/Hybrid The Company: We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial...

  • Commercial Account Handler

    2 weeks ago

    Halifax, UK, West Yorkshire, United Kingdom Nashrock Insurance Recruitment Full time

    About the jobCommercial Account Handler Competitive Salary based on ExperienceLocation: Halifax/HybridThe Company:We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial Property...

  • Claims Handler

    14 hours ago

    Halifax, United Kingdom S&G Response Full time

    Do you want to work as part of a lively team in a fun-filled office? Do you have experience of motor insurance claims handling or Third Party claims? S&G Response are recruiting for a variety of roles with varying levels of experience. As an Insurance Claim Handler you will process all elements of a claim from FNOL to assessing liability and investigating...

  • Cross Class Commercial Account Handler

    6 days ago

    Halifax, Calderdale, United Kingdom Nashrock Insurance Recruitment Full time

    About the JobWe are pleased to announce a vacancy for a Commercial Account Handler to work with our clients in Halifax/Hybrid. The successful candidate will have 2 years or more insurance knowledge, particularly in Cross Class Commercial, and excellent communication and negotiation skills.Your primary responsibilities will include:Developing tailored...

  • Commercial Account Handler

    5 days ago

    Halifax, West Yorkshire, United Kingdom Nashrock Insurance Recruitment Full time

    About the job Commercial Account Handler Competitive Salary based on Experience Location: Halifax/Hybrid The Company: We are pleased to be working with a well-established, forward thinking insurance brokers providing advice since the 80's. Dealing with Businesses across Yorkshire and beyond, they specialise in Hospitality, Motor and Commercial...

  • Technical Claims Handler

    6 months ago

    Halifax, United Kingdom Activate Group Limited Full time

    **Job title**:Technical Claims Handler **Department**:BT Team, Sopp+Sopp **Location**:Halifax or Peterborough **Hours**:37.5 hours per week. Hybrid 2 days per week in the office. **Salary**:Competitive, plus bonus. **We're looking for a Technical Claims Handler to be part of our success story.** **Listed in the 2022 Sunday Times 100: Britain's...

  • Trainee Account Handler

    4 minutes ago

    Halifax, United Kingdom PIB Insurance Brokers Full time

    An amazing opportunity has arisen within our Private Clients Team in either Halifax, Hemel or Houghton. Ideally suited to a school, college or University leaver looking to start their career in the insurance industry. Amazing support through learning and development and the opportunity to progress with insurance qualifications **Job purpose:**: - To help...

  • Trainee Recruitment Consultant

    16 hours ago

    Halifax, United Kingdom Reuben James Recruitment Full time

    **Graduate/Trainee Recruitment Consultant** **Location: Leeds** **Salary: 22k (OTE 35k year 1)** **Package including private healthcare, generous commission & Incentives, car allowance** Are you a recent graduate or sales person who is looking for a career where you can be in complete control of your earning potential, career progression & have full...