Insurance Account Specialist

4 weeks ago

Leicester, Leicester, United Kingdom PIB Group Full time

The Role:

We are seeking an experienced Insurance Account Handler to join our team at PIB Group. As an Insurance Account Handler, you will be responsible for providing professional advice and service to our clients, retaining existing customers, and writing new business by developing relationships and delivering excellent customer service.

Responsibilities:

  • Acquire and maintain knowledge of Insurance products, including Property Owners, Engineering, Contract All Risks & Terrorism.
  • Deal with individual small business clients as well as medium-sized portfolios, with an overall book of premiums under £3,000,000.
  • Deal with a book of renewals up to 600 policies.
  • Develop and sustain effective working relationships with customers, ensuring complete customer satisfaction as is reasonably possible.
  • Build and maintain relationships with insurers.
  • Produce correspondence to required timeframes and quality standards.
  • Issue and process new business documents, mid-term adjustments, cancellations, and renewals.
  • Provide new business quotations and re-broking existing renewals.
  • Face-to-face client meetings occasionally both inside and outside the office.
  • Keep accurate records always and file in the agreed manner.
  • Answer general queries competently by telephone, email, post, or in person, ensuring the information provided is accurate.
  • Attend any appropriate training courses given inside and outside the office.
  • Assist the Managers and other members of the team.

Experience:

Essential:

  • 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.
  • 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.
  • Operational use of Acturis ensuring updates are made accurately to data quality standards.

Further information:

As well as a competitive salary, we offer a range of benefits, including a competitive holiday allowance, death in service benefit, company pension scheme, generous maternity and paternity leave packages, flexible benefits package, and discounts on technology, electronics, cinemas, restaurants, days out, mortgage advice, travel, and more.

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