Personal Lines Account Handler
2 months ago
We have a new opportunity for an experienced Account Handler to join our team in Halifax
In this role you will be expected to treat our customers fairly by providing a professional, friendly and efficient service to all clients, contributing to growth of the accounts while working within Group Broking Procedures and to company service standards.
Responsibilities:
To ensure clients have adequate and appropriate insurance covers
Assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
Provision of professional advice and service to client, and provision of quotations as directed
Renewal procedures to be followed per Group Broking Procedures provided
Group accounts procedures and queries to be complied with
Post processing within timescales, Group Broking procedures and to company standards
Computer records, accurate creation and maintenance ensuring completeness
Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
Documentation checking prior to account executive signing off prior to subsequent issue
Contribution to overall efficient running of PIB
Open communication and liaison with all other departments within PIB
Securing payment from clients within timescales
Diary / Tasks - accurate use and maintenance
Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
Constant communication on file progress between you and the relevant Executive
Continual professional development (self driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required
Identify, report and resolve:- Breaches / complaints / E&O and to Respond positively to QA
Experience:
Previous experience in an Account Handler position within the insurance industry.
Previous Personal Lines experience.
Strong communication skills and the ability to work in a fast-paced environment
Further information
As well as a competitive salary we offer the following benefits -
Competitive holiday allowance with the annual option to buy additional days
Death in Service benefit of x4 salary
Company pension scheme
Enhanced 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
If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
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 with lots of other options to choose
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. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.
We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.
We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
REF-(Apply online only)
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