Commercial Account Handler
7 days ago
**The Role**:
To assist Account Executives with the retention of existing customers by continual development of relationships and delivery of customer service standards.
**Responsibilities**:
- Provision of professional advice and service to client
- Provision of quotations as directed
- Renewal Procedures to be followed per Work Instructions provided
- Accounts procedures and queries to be complied with
- Post processing within the company timescales and to company standards
- Computer records, creation and maintenance
- Preparation and issue of Risk Registers / Pre-renewal Agendas / Submission / Renewal Reports for issue to Clients/Insurers
- Documentation checking prior to account Executive signing off prior to subsequent issue
- File maintenance
- Contribution to overall efficient running of business division
- Open communication and liaison with all other departments within the company
- Securing payment from clients within timescales
- Diary - accurate use and maintenance
- Accurate use of task bar & diary systems to ensure workload is managed and any problems reported to Commercial Manager
- Constant communication on file progress to be given to Executive
- Continual professional development within all aspects of the industry including continued growth and expansion of product knowledge and technical expertise working towards Chartered Insurance qualifications as directed
- Other duties as and when required by the company
**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
- 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 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
- 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 helpreduce PIB’s carbon footprint.
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: 107 620
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