Account Handler

PIB Group; Liverpool; Hybrid; GBP 30,000 - 32,000; Full time

Job summary

PIB Group is seeking an experienced Account Handler for its Liverpool office. The successful candidate will provide professional advice and manage client relationships while receiving extensive training. This role offers a competitive salary and a comprehensive benefits package, including hybrid working after training. You will work closely with a dedicated team to ensure client satisfaction and growth.

Benefits

Competitive holiday allowance

Death in Service benefit

Company pension scheme

Flexible benefits package

Comprehensive learning & development framework

Discounted rates on PIB products

Qualifications

• 3-5 years of experience in an Account Handler role.
• Basic understanding of the broking insurance market.
• Organised with good time management skills.

Responsibilities

• Acquire and maintain knowledge of Insurance products.
• Manage a book of renewals and client relationships.
• Issue and process new business documents and renewals.

Skills

Client service

Attention to detail

Communication skills

Teamwork

Education

Minimum 5 GCSE, Grades A-C (9-5) including English and Maths

Tools

MS Office Suite

Job description

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Due to continued growth, we are looking for an experienced Account Handler to become a vital part of our Liverpool team who are dedicated to providing professional advice and exceptional service to all clients.

Extensive training on our specific systems and processes will be given, but the ideal candidate will have 3-5 years of experience in an Account Handler role.

What We Can Offer You:

• A salary between £30,000 - £32,000 depending on experience.
• Great company culture that values internal growth and professional development.
• A competitive Benefits Scheme (Further details on some of our benefits can be found at the bottom of this advert).
• Hybrid working once the relevant training has been completed.

Responsibilities:

• Acquire and maintain knowledge of Insurance products to include Property Owners, Engineering, Contract All Risks, Terrorism, & Management Liability, plus other axillary insurance which many be required
• Upon completion of training you will be assigned specific medium-sized portfolios, with an overall book of premiums under £3,000,000
• Dealing with a book of renewals up to 600 policies
• Develop and sustain effective working relationships with account executive and customers, ensuring complete customer satisfaction as is reasonably possible
• Building and maintaining relationships with insurers
• Produce correspondence to required timeframes and quality standards
• Issuing and processing new business documents, mid-term adjustments, cancellations and renewals
• Provide new business quotations and re-broking existing renewals
• Face-to-face client meetings occasionally both inside and outside the office
• Keeping accurate records always and filing in the agreed manner
• Answering general queries competently by telephone, email, post or in person, ensuring the information provided is accurate
• To attend any appropriate training courses given inside and outside the office
• To complete and pass mandatory training modules set within the time given to remain compliant
• Assisting the Managers and other members of the team

Experience:

• 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 successfully with an inquisitive nature and 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.
• Minimum 5 GCSE, Grades A-C (9-5) including English and Maths.

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
• 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 optionsto 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.