Commercial Insurance Account Executive

3 weeks ago


Halifax, Calderdale, United Kingdom PIB Group Full time

Position Overview:

As a Commercial Account Handler, you will be responsible for delivering expert guidance and exceptional service to our diverse clientele. Your role will involve effectively managing policy events while adhering to compliant processes, ensuring that all clients receive professional and equitable treatment.

Key Responsibilities:

  • Identify suitable solutions, structuring, pricing, and placement strategies that align with clients' requirements while generating profitable business across various sectors.
  • Deliver high-quality service to clients, addressing all aspects of their insurance arrangements, advising, reviewing, arranging, and securing appropriate coverage at competitive rates.
  • Oversee the review and necessary actions related to policy and client information.
  • Maintain vigilance in daily operations to detect and mitigate potential issues, ensuring timely remedial actions are implemented.
  • Cultivate strong relationships at all levels with clients, prospects, associates, insurers, and external specialists to optimize business opportunities.
  • Enhance and maintain relationships with PIB's panel of insurers, establishing a strong presence within the insurance sector.
  • Collaborate proactively with colleagues across the organization to identify and capitalize on growth opportunities.
  • Place commercial lines business within approved markets, tailoring solutions to meet client needs based on comprehensive knowledge of the client, insurance market, and industry sector.
  • Keep clients informed about updates regarding political, regulatory, and market changes that may affect their business.
  • Assess the adequacy of coverage and the suitability of terms being offered to clients.
  • Coordinate with relevant departments to ensure prompt and efficient resolution of all inquiries.

Required Experience:

Essential Qualifications:

  • A minimum of 5 GCSEs, Grades A-C, including English and Maths.
  • Proven experience within the UK insurance market, with a solid understanding of regulatory and compliance frameworks.
  • Familiarity with General Commercial classes of business.
  • Experience in client service and administration, demonstrating adherence to processes and systems with a high degree of accuracy and attention to detail.
  • Previous experience working within a team to service both clients and colleagues, coupled with strong negotiation skills.
  • Excellent organizational and time management skills, with the ability to prioritize effectively.
  • Strong communication skills for effective collaboration with internal colleagues.
  • Proficient in using MS Office Suite and other relevant software.
  • Operational experience with Acturis, ensuring accurate updates in line with data quality standards.

Additional Information:

PIB Group offers a competitive salary along with a comprehensive benefits package, including:

  • Generous holiday allowance with the option to purchase additional days.
  • Death in Service benefit equivalent to four times the salary.
  • Company pension scheme.
  • Extensive maternity and paternity leave packages.
  • Flexible benefits package allowing customization of overall benefits.
  • Access to discounts on technology, entertainment, travel, and more through our benefits portal.
  • Referral schemes and discounted rates on PIB products.
  • Comprehensive employee benefits and welfare support, including financial management assistance, health screenings, and wellness programs.
  • Opportunities for professional development through a structured learning and development framework, including study options and apprenticeships.
  • Participation in PIB Community Trust initiatives supporting charitable fundraising.
  • Commitment to reducing environmental impact through sustainable practices.

Why Choose PIB Group?



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