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Senior Account Handler

2 months ago


Croydon, Greater London, United Kingdom PIB Group Full time
The Role:

We are seeking a highly skilled and experienced Senior Account Handler to join our team at PIB Group. As a Senior Account Handler, you will be responsible for providing professional advice and service to our clients, managing policy events, and developing relationships to retain existing customers and write new business.

Responsibilities:
  • Determine appropriate solutions, structure, price, and placement strategies that meet clients' needs and deliver profitable business.
  • Provide quality 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 required on policy and client information.
  • 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 with clients, prospects, associates, insurers, and external specialists to maximise business opportunities.
  • Build and continuously enhance relationships with PIB's panel of insurers and maintain a profile within the insurance market.
  • Proactively work with colleagues across the business to identify and maximise opportunities for growth.
  • Place commercial lines business within approved markets to best meet clients' needs based on knowledge of the client, the insurance market, and industry sector proposition.
  • Ensure clients are appraised of updates regarding political, regulatory, and market changes that may impact them and their business.
  • Review the adequacy of covers and suitability of the terms being offered to clients.
  • Liaise with relevant departments to ensure all queries are resolved quickly and efficiently.
Requirements:
  • Minimum 5 GCSEs, Grades A-C, including English and Maths.
  • Experience of working within the UK insurance market and a good understanding of the role of regulation and compliance.
  • Real Estate experience is desirable, but we will also consider candidates with experience within General Commercial classes of business.
  • 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.
  • Previously worked within a team servicing both clients and colleagues, with excellent negotiating skills.
  • Organised with good time management skills, working to agreed priorities.
  • Good communication skills to effectively liaise with internal colleagues.
  • Computer literate with good experience of using MS Office Suite.
  • Operational use of Acturis, ensuring updates are made accurately to data quality standards.
What We Offer:
  • Competitive salary.
  • Competitive holiday allowance with the annual option to buy additional days.
  • Death in Service benefit of x4 salary.
  • Company pension scheme.
  • Very generous 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.
  • 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.
  • 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, and lots of other options to choose.
  • A comprehensive learning & development framework, including professional study options and apprenticeships, which are available to all employees, and which will support your career development.
  • Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity.
  • PIB Group are committed to improving their environmental impact in a responsible way, from individual actions to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint.