Commercial Client Service Manager

2 weeks ago

Gloucester, Gloucestershire, United Kingdom PIB Group Full time

The Role:

We are seeking an experienced Commercial Client Handler to join our Commercial Enterprise Unit based in Gloucester. As a key member of our team, you will be responsible for providing professional advice and service to our clients, managing policy events, and ensuring that all customers are dealt with professionally and fairly.

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.
  • 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 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.
  • 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.

Experience:

Essential:

  • 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.
  • 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 a comprehensive learning and development framework.

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