Commercial Client Advisor

3 weeks ago

Halifax, Calderdale, United Kingdom PIB Insurance Brokers Full time

Position Overview:


We are excited to announce a new opportunity for a skilled Commercial Client Advisor to join our dynamic Commercial Enterprise Unit.

In this role, you will deliver expert guidance and support to our diverse clientele. Your primary responsibility will be to manage policy events in accordance with regulatory standards, ensuring that all clients receive professional and equitable treatment.

This position involves assisting with modifications to current coverage and fostering client retention during renewal periods through the ongoing cultivation of relationships and exceptional service delivery.


Key Responsibilities:


Identify suitable solutions, structures, pricing, and placement strategies that align with client requirements while ensuring profitable outcomes for a variety of clients.

Deliver high-quality service to clients, addressing all aspects of their insurance arrangements, advising, reviewing, arranging, and securing the necessary coverage at competitive rates.

Oversee the review and necessary actions regarding policy and client information.

Maintain vigilance in daily operations to detect and mitigate potential issues, ensuring timely remedial actions are taken as needed.

Establish and nurture effective relationships at all levels with clients, prospects, associates, insurers, and external specialists to optimize business opportunities.
Continuously enhance relationships with PIB's panel of insurers and maintain 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 to best serve client needs, drawing on knowledge of the client, the insurance landscape, and industry sector propositions.

Keep clients informed of updates regarding political, regulatory, and market changes that may affect them and their operations.
Evaluate the adequacy of coverage and the suitability of terms being proposed to clients,
Cooperate with relevant departments to ensure all inquiries are resolved promptly and efficiently.

Qualifications:
A minimum of 5 GCSEs, Grades A-C, including English and Mathematics.
Prior experience in an Account Handling role within the insurance sector is essential.

Demonstrated client service and administrative experience, adhering to established processes and systems with a strong emphasis on accuracy and attention to detail to support client service delivery.

The ability to collaborate effectively within a team
Strong attention to detail and accuracy
A genuine passion for cultivating excellent working relationships with clients and colleagues
A desire to learn and grow, successfully completing your apprenticeship
An inquisitive mindset with a readiness to ask questions
A foundational understanding of the insurance broking market and the role of regulation and compliance.
Organized with effective time management skills, working to established priorities.
Excellent communication skills to liaise effectively with internal colleagues.
Proficient in computer applications, particularly MS Office Suite, and operational use of Acturis.
Operational use of Acturis to ensure accurate updates to data quality standards.

Additional Information

In addition to a competitive salary, we offer a comprehensive benefits package including a generous holiday allowance with the option to purchase additional days
Death in Service benefit of four times salary
Company pension scheme
Extensive maternity and paternity leave packages
A flexible benefits package allowing customization of your overall benefits
Access to our benefits portal offering discounts on technology, entertainment, dining, travel, and more
Referral programs
Discounted rates on PIB products
We provide a robust employee benefits and welfare package to assist our employees with financial management, cycle-to-work schemes, counseling support, health screenings, will writing, menopause support, and more
Additionally, we offer a wide range of discounts including a kids pass

providing access to over 4500 attractions and activities, discounts at salons and spas, and various climate change initiatives among other options
PIB has a thorough learning and development framework, including professional study options and apprenticeships available to all employees, supporting your career advancement
As part of our PIB Community Trust, we support fundraising efforts where you can apply for grants from PIB Group for your chosen charity
PIB Group is dedicated to enhancing its environmental impact responsibly.

From individual actions taken by our colleagues daily to the installation of appropriate facilities across our premises, numerous measures are in place to help reduce PIB's carbon footprint.

We take pride in our achievements and growth, having received recognition for numerous industry awards across our business.

If you are looking to work for an organization that genuinely prioritizes its people, we would be eager to hear from you.

PIB operates a flexible working policy, and our management teams will discuss how this can accommodate both your flexible working needs and those of the business and role you are applying for.

We welcome your interest in exploring opportunities within PIB.
We are an equal opportunity employer, committed to building a diverse and inclusive workforce.

We do not discriminate based on race, color, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law.


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