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Motor Trade Assistant Handler
4 weeks ago
PIB Insurance are looking to recruit an Assistant Account Handler for their Motor Trade team based/Reporting into their Croydon Office
The roles offers a variety of duties and responsibilities as follows:
To treat our customers fairly providing a professional, friendly and efficient service to clients contributing to growth of the accounts working within Group Broking Procedures and to company service standards
To assist Account Executives with the retention of existing customers by continual development of relationships and delivery of customer service standards
Assist Account Executives to contribute to growth and development of the companywith allocation of clients by identifying uninsured areas to ensure adequate and relevant insurance covers and risk management / loss adjuster services are provided to meet the risks faced by client business
To ensure clients have adequate and appropriate insurance covers By assisting generation of new customers wherever possible with commitment, support and development of the business strategy. Provision of professional advice and service to client 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 Intelligent labelling of system entries 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 File maintenance – general housekeeping of all records 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 Other duties as and when requiredFurther information
As well as a competitive salary we offer the following benefits -
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