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This role is centred around providing professional guidance and outstanding service to both new and existing clients. It plays a crucial role supporting Account Executives in acquiring new business and retaining existing clients, with a focus on nurturing relationships and ensuring high levels of customer satisfaction.
Cultivating and maintaining strong relationships with clients, providing exceptional service and tailored insurance advice whilst delivering timely, compliant, and effective administration and processing on core systems.
This is an extremely important position within PIB and requires the successful applicant to have a strong understanding and good length of service within a Commercial Account Handling role.
Ensuring
- Good customer outcomes.
- Prevention of foreseeable customer harm.
- Adherence to all regulatory requirements.
- Clients achieve their financial objectives.
The role is a balance between providing excellent service, assisting with business growth, and maintaining regulatory and operational excellence to deliver consistent, positive results for clients and the business.
Key Responsibilities
- Build and maintain strong client relationships, acting as a trusted advisor by leveraging all of PIBs resources.
- Assess client needs and offer tailored solutions covering insurance, risk management, and employee benefits.
- Provide exceptional service by reviewing, arranging, and securing the most suitable coverage with competitive pricing.
- Support Account Executives (AEs) in driving branch income growth and client retention by enhancing transaction activity, including ISBs and bursaries where appropriate, while meeting clients insurance needs.
- Collaborate with AEs to enhance client engagement and maximise business opportunities across all stakeholders.
- Work with internal teams to ensure optimal outcomes for clients and support group wide initiatives including Advisory.
- Place insurance business within authority limits and refer complex cases to the appropriate Regional Broking Director/Branch Director.
- Assist AEs with portfolio management and achieving branch objectives through insurer panels.
- Review policy and client information, ensuring accuracy and timely action.
- Handle general broking tasks, including:
- Responding to client queries and correspondence.
- Managing new business, renewals, and adjustments, ensuring clear communication of terms and pricing.
- Conducting insurer surveys and communicating any changes in cover or terms.
- Managing the diary and meeting deadlines.
- Ensure timely and compliant processing across core systems, using PIBs platforms effectively for accurate management and reporting. Follow company policies and procedures, proactively identifying and addressing potential issues.
- Report and help resolve breaches, complaints, and errors, while seeking continuous improvement based on QA and compliance feedback.
- Work closely with the Service Delivery Team, providing direction and maximising support.
- Liaise with Finance and Credit Control to promptly address and resolve queries.
- Participate in meetings, events, and training sessions to fulfil CPD requirements.
Why Join Us?
We offer more than just a job, we provide a place to thrive. Our benefits include:
- 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
Inclusion & Accessibility
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.
If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out to
[email protected]
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