Commercial Client Service Manager

5 days ago

Halifax, Calderdale, United Kingdom PIB Insurance Brokers Full time
About the Role

We are seeking an experienced Commercial Client Service Manager to join our Commercial Enterprise Unit based in our Halifax office.

Key Responsibilities
  • Determine appropriate solutions, structure, price, and placement strategies that meet the clients' needs and deliver profitable business for a range of clients.
  • 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.
  • Responsible for the 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, at all levels, 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 the client's needs based on the 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.
  • Reviewing the adequacy of covers and suitability of the terms being offered to clients.
  • Liaising with relevant departments, to ensure all queries are resolved quickly and efficiently.
Requirements
  • Minimum 5 GCSE, Grades A-C including English and Maths.
  • Previous experience in an Account Handling role (Insurance) is required.
  • 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.
  • The ability to work in a team.
  • Accuracy and attention to detail.
  • A passion for building fantastic working relationships with clients and colleagues.
  • An appetite to learn and develop and successfully achieve your apprenticeship.
  • An inquisitive nature with a willingness to ask questions.
  • Basic understanding of the broking insurance market and the role of regulation and compliance.
  • 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 and operational use of Acturis.

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