Customer Service Specialist

1 month ago

Lincoln, United Kingdom PIB Group Full time

The Role:

 

The role of Branch Director involves overseeing the operations, management, and profitability of your branch in line with business goals.

Responsibilities: 

To organise, develop and motivate all Branch staff in order to achieve the Branch and their own objectives. To profitably develop the branch in accordance with the Business Plan.  To develop and broke a portfolio of profitable general insurance business through designated Insurer panels in order to achieve the Branch Business Plan. To ensure timely, compliant and effective Client and Insurer administration and processing on core PIB systems. To provide technical support to Clients and Colleagues. To organise, motivate and develop staff to fulfil Branch and Group objectives. Ensuring effective communication and performance appraisal takes place as appropriate. In conjunction with Head Office manage employment, disciplinary and Health & Safety issues to a satisfactory conclusion. To be responsible for the overall branch compliance including complaint handling, adequate supervision and third party relationships. To develop Client and Insurer relationships to maximise business opportunities and achieve your Key Performance Indictors including income targets. To place Commercial Lines business within your authority limits and within the approved markets, referring unusual cases to an experienced colleague or Head Office. To undertake general broking activities including dealing with:Clients’ queries and correspondence.New Business, Renewals and Adjustments including reviewing the adequacy of the covers and suitability of the terms being offered. Ensuring clear communication of terms, conditions, warranties and pricing. Insurer surveys ensuring risk improvements are implemented and adhered to. Including communication with Clients if the basis of cover and /or terms is changed as a result of the survey. The effective management of your diary To adhere to agreed policies and procedures as detailed in the Compliance Handbook. To use all core PIB systems ensuring they are regularly updated for effective Management Information and Reporting  To liaise with Finance including Credit Control to ensure all queries are resolved quickly and efficiently. To attend Company and/or Branch meetings and events as required, including prescribed training. Also to achieve the minimum requirements for CPD through training provided in house or by identifying development areas during your Performance & Development Review meetings.  To undertake any other reasonable duties as requested by management on an ad-hoc basis 

Individual Conduct Rules:

You must act with integrity. You must act with due skill, care and diligence. You must be open and cooperative with the FCA, the PRA and other regulators. You must pay due regard to the interests of customers and treat them fairly. You must observe proper standards of market conduct.

 Compliance with the FCA Conduct Rules is required at all times and will be evidenced through annual performance reviews.

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.

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