Corporate Account Handler

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

Job description

Corporate Account Handler

As an Account Handler, you will be required 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 assist Account Executives with the retention of existing customers and supporting to win new customers by continual development of relationships and delivery of customer service standards.

Key Responsibilities

1. Assist Account Executives to contribute to growth and development of the company with 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.
2. To ensure clients have adequate and appropriate insurance covers.
3. By assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
4. Provision of professional advice and service to client.
5. Provision of quotations as directed.
6. Renewal procedures to be followed per Group Broking Procedures provided.
7. Group accounts procedures and queries to be complied with.
8. Post processing within timescales, Group Broking procedures and to company standards.
9. Computer records, accurate creation and maintenance ensuring completeness.
10. Intelligent labelling of system entries.
11. Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers.
12. Documentation checking prior to account executive signing off prior to subsequent issue.
13. File maintenance – general housekeeping of all records.
14. Contribution to overall efficient running of PIB.
15. Open communication and liaison with all other departments within PIB.
16. Securing payment from clients within timescales.
17. To liaise with Finance including Credit Control to ensure all queries are resolved quickly and efficiently.
18. Diary / Tasks - accurate use and maintenance.
19. Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager.
20. Constant communication on file progress between you and the relevant Executive.
21. 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.
22. Identify, report and resolve: Breaches / complaints / E&O and to respond positively to QA.
23. Other duties as and when required.

Role Requirements

1. Minimum 5 GCSE, Grades A-C including English and Maths.
2. Experience of working within the UK insurance market and a good understanding of the role of regulation and compliance.
3. Experience of General Commercial classes of business.
4. 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.
5. Previously worked within a team servicing both clients and colleagues whilst also possessing excellent negotiating skills.
6. Organised with good time management skills working to agreed priorities.
7. Good communication skills to effectively liaise with internal colleagues.
8. Computer literate with good experience of using MS Office Suite.
9. 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 -

1. Competitive holiday allowance with the annual option to buy additional days.
2. Death in Service benefit of x4 salary.
3. Company pension scheme.
4. Very generous maternity and paternity leave packages.
5. A flexible benefits package which allows you to add additional benefits to your overall package.
6. Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more.
7. Referral schemes.
8. Discounted rates on PIB products.
9. 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.
10. 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.
11. 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.
12. Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity.
13. 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.

Why join us?

We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.

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.

REF-220 505