Personal Lines Account Handler

pib Group; Halifax; On-site; GBP 25,000 - 35,000; Full time

Job summary

pib Group is seeking an experienced Account Handler in Halifax to deliver professional service and ensure adequate insurance coverage for clients. This role involves liaising with customers, following company service standards, and contributing to business growth while fostering professional development in the insurance sector. Join a team that values innovation and offers a competitive salary along with various benefits.

Benefits

Competitive salary and benefits package

Flexible working and holiday options

Pension and enhanced parental leave

Life insurance

Discounts on technology, travel, and leisure

Learning and development opportunities

Volunteering and charity support days

Qualifications

• Experience in an Account Handler position within the insurance industry.
• Personal Lines experience preferred.
• Ability to work in a fast-paced environment.

Responsibilities

• Ensuring clients have appropriate insurance covers.
• Assisting in generating new customers.
• Providing professional advice and service to clients.

Skills

Communication skills

Team collaboration

Problem-solving

Job description

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
• Post processing within timescales, Group Broking procedures and to company standards
• Accurate creation and maintenance of records 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
• Open communication and liaison with all other departments within PIB
• 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 & Attributes:

• 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

Why Join Us?

• Competitive salary and benefits package
• Flexible working and holiday options
• Pension, enhanced parental leave, and life insurance
• Discounts on technology, travel, and leisure
• Learning and development opportunities
• Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.
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.

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