Insurance Account Handler
7 days ago
We are seeking an experienced Commercial Client Service Specialist to join our Commercial Enterprise Unit based in our Gloucester office.
As a key member of our team, you will be responsible for providing professional advice and service to all clients, effectively managing policy events following compliant processes to ensure that all customers are dealt with professionally and fairly.
The role will require you to retain existing customers and write new business by continually developing relationships and delivering excellent customer service.
Key Responsibilities- Determine Appropriate Solutions: Develop and implement solutions that meet the clients' needs and deliver profitable business for a range of clients.
- Provide Quality Service: Offer exceptional service to clients, covering all details of their insurance arrangements, to advise, review, arrange, and secure the appropriate cover at a competitive premium.
- Review and Action Policy and Client Information: Ensure the review and action required on policy and client information is completed in a timely and accurate manner.
- Identify and Mitigate Potential Issues: Be vigilant in day-to-day operations to identify and mitigate the impact of potential issues, ensuring remedial action is taken where necessary.
- Build Effective Relationships: Develop and maintain effective relationships with clients, prospects, associates, insurers, and external specialists to maximize business opportunities.
- Panel of Insurers and Market Profile: Build and continuously enhance relationships with PIB's panel of insurers and maintain a profile within the insurance market.
- Collaborate with Colleagues: Proactively work with colleagues across the business to identify and maximize opportunities for growth.
- Place Commercial Lines Business: Place commercial lines business within approved markets to best meet the clients' needs based on the knowledge of the client, the insurance market, and industry sector proposition.
- Client Updates and Communication: Ensure clients are appraised of updates regarding political, regulatory, and market changes that may impact them and their business.
- Cover Review and Suitability: Review the adequacy of covers and suitability of the terms being offered to clients.
- Query Resolution: Liaise with relevant departments to ensure all queries are resolved quickly and efficiently.
- Essential Qualifications: Minimum 5 GCSEs, Grades A-C, including English and Maths.
- Previous Experience: Previous experience in an Account Handling role (Insurance) is required.
- Client Service and Administrative Experience: Client service and administrative experience, adhering to processes and systems with a high level of accuracy and attention to detail, to support client service delivery.
- Teamwork and Communication Skills: The ability to work in a team and possess good communication skills to effectively liaise with internal colleagues.
- Computer Literacy: Computer literate with good experience of using MS Office Suite and operational use of Acturis.
- Acturis Operational Use: Operational use of Acturis ensuring updates are made accurately to data quality standards.
PIB Insurance Brokers is a leading insurance broker with a comprehensive learning and development framework, including professional study options and apprenticeships available to all employees.
We are committed to improving our environmental impact in a responsible way and have been recognized for many industry awards across our business.
We operate a flexible working policy and are an equal opportunities employer, committed to hiring a diverse and inclusive workforce.
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