Senior Account Handler

PIB Group; Croydon; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the insurance market is seeking an experienced client advisor to provide professional advice and effectively manage policy events, ensuring a high quality of service. The ideal candidate will have a deep understanding of the UK insurance market, exceptional client service skills, and a commitment to building relationships for business growth. Competitive salary and comprehensive employee benefits included.

Benefits

Competitive holiday allowance

Death in Service benefit of x4 salary

Company pension scheme

Generous maternity and paternity leave

Flexible benefits package

Discounts on technology, travel, and more

Comprehensive learning & development framework

Qualifications

• Experience in the UK insurance market required.
• Real Estate experience is a plus.
• Attention to detail in client service delivery.

Responsibilities

• Provide professional advice and service to clients.
• Manage policy and client information effectively.
• Build relationships with clients and insurers.

Skills

Client Service

Negotiation

Time Management

Communication

Education

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

Tools

MS Office Suite

Acturis

Job description

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To provide professional advice and service to all clients.

Effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly.

To retain existing customers and write new business by the continual development of relationships and delivery of excellent customer service.

Responsibilities:

• Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients.
• Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium.
• Responsible for the review and action required on policy and client information.
• Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary.
• Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.
• Build and continuously enhance relationships with PIB’s panel of insurers and maintain a profile within the insurance market.
• Proactively work with colleagues across the business to identify and maximise opportunities for growth.
• Place commercial lines business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition.
• Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business.
• Reviewing the adequacy of covers and suitability of the terms being offered to clients,
• Liaising with relevant departments, to ensure all queries are resolved quickly and efficiently

Experience:

• Minimum 5 GCSE, Grades A-C including English and Maths.
• Experience of working within the UK insurance market and and a good understanding of the role of regulation and compliance.
• Real Estate experience is desirable; However we will also look at candidates with experience within General Commercial classes of business.
• 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.
• Previously worked within a team servicing both clients and colleagues whilst also possessing excellent negotiating skills.
• 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.
• Operational use of Acturis ensuring updates are made accurately to data quality standards.

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
• We also offer a wide range of discounts includinga 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.