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Insurance Client Service Specialist

2 months ago


Gloucester, Gloucestershire, United Kingdom PIB Insurance Brokers Full time
Job Title: Insurance Client Service Specialist

We are seeking an experienced Insurance Client Service Specialist to join our team at PIB Insurance Brokers. As a key member of our Commercial Enterprise Unit, you will be responsible for providing exceptional client service and support to our commercial clients.

Key Responsibilities:
  • Provide professional advice and service to clients, ensuring that all customers are dealt with professionally and fairly.
  • Effectively manage policy events, following compliant processes to ensure that all clients are satisfied with the service they receive.
  • Retain existing clients and write new business by continually developing relationships and delivering excellent customer service.
  • 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.
  • 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.
  • 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 clients' 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.
Requirements:
  • Minimum 5 GCSEs, 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.
Benefits:
  • 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.
  • We offer 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.
  • We also offer 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 much more.
  • PIB has 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.