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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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