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Client Relationship Executive
2 months ago
Position Overview:
We are excited to announce an excellent opportunity for a skilled Commercial Client Advisor to become part of our Commercial Enterprise Unit.
This role involves assisting with modifications to current coverage and retaining existing clients during renewal periods through the ongoing cultivation of relationships and the provision of outstanding customer service.
Key Responsibilities:
Identify suitable solutions, structures, pricing, and placement strategies that align with client requirements while fostering profitable business for a diverse client base.
Deliver exceptional 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 prompt remedial actions are taken as needed.
Establish and nurture effective relationships at all levels with clients, prospects, associates, insurers, and external specialists to maximize 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 meet client needs, drawing on knowledge of the client, the insurance market, and industry sector propositions.
Keep clients informed of updates regarding political, regulatory, and market changes that may affect them and their businesses.Evaluate the adequacy of coverage and the suitability of terms offered to clients,
Cooperate with relevant departments to ensure all inquiries are resolved swiftly and efficiently.
Qualifications:
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, with a commitment to processes and systems, ensuring a high level of accuracy and attention to detail to support client service delivery.
The ability to collaborate effectively within a teamStrong attention to detail
A genuine passion for cultivating excellent working relationships with clients and colleagues
A desire to learn and develop, successfully achieving your apprenticeship
An inquisitive mindset with a readiness to ask questions
Basic understanding of the insurance broking market and the significance of regulation and compliance.
Organized with effective time management skills, working to established priorities.
Strong communication skills to liaise effectively with internal colleagues.
Proficient in computer use, particularly with the MS Office Suite and operational use of Acturis.
Operational proficiency in Acturis, ensuring updates are made accurately to meet data quality standards.
Additional Information
In addition to a competitive salary, we offer a range of benefits including a generous holiday allowance with the option to purchase additional days annually.
Death in Service benefit of four times salary
Company pension scheme
Comprehensive maternity and paternity leave packages
A flexible benefits package allowing you to enhance your overall compensation
Access to a benefits portal offering discounts on technology, cinemas, restaurants, travel, and more
Referral schemes
Discounted rates on PIB products
We provide a first-class 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 much more.
We also offer a variety of discounts, including a kids pass, providing access to over 4500 attractions and activities, as well as discounts at hairdressers and beauticians, and climate change initiatives with numerous options to choose from.
PIB has a robust learning and development framework, including professional study options and apprenticeships available to all employees, supporting your career growth.
As part of our PIB Community Trust, we encourage fundraising efforts, allowing you to apply for grants from PIB Group for your chosen charity.
PIB Group is dedicated to improving its environmental impact responsibly.
From individual actions taken by our colleagues 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 various industry awards across our business.If you are looking to join a company that genuinely prioritizes its people, we would be delighted 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 learning more about opportunities at PIB.We are an equal opportunities employer, committed to fostering 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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