Account Handler
Posted 3 days ago
- Liverpool, Merseyside
- Any
- External
- Expires In 3 months
Account Handler
The Role:
Due to continued growth, we are looking for an experienced Account Handler to become a vital part of our Liverpool team who are dedicated to providing professional advice and exceptional service to all clients.
Extensive training on our specific systems and processes will be given, but the ideal candidate will have 3-5 years of experience in an Account Handler role.
What We Can Offer You:
A salary between £30,000 - £32,000 depending on experience.
Great company culture that values internal growth and professional development.
A competitive Benefits Scheme (Further details on some of our benefits can be found at the bottom of this advert).
Hybrid working once the relevant training has been completed.
Responsibilities:
Acquire and maintain knowledge of Insurance products to include Property Owners, Engineering, Contract All Risks, Terrorism, & Management Liability, plus other axillary insurance which many be required
Upon completion of training you will be assigned specific medium-sized portfolios, with an overall book of premiums under £3,000,000
Dealing with a book of renewals up to 600 policies
Develop and sustain effective working relationships with account executive and customers, ensuring complete customer satisfaction as is reasonably possible
Building and maintaining relationships with insurers
Produce correspondence to required timeframes and quality standards
Issuing and processing new business documents, mid-term adjustments, cancellations and renewals
Provide new business quotations and re-broking existing renewals
Face-to-face client meetings occasionally both inside and outside the office
Keeping accurate records always and filing in the agreed manner
Answering general queries competently by telephone, email, post or in person, ensuring the information provided is accurate
To attend any appropriate training courses given inside and outside the office
To complete and pass mandatory training modules set within the time given to remain compliant
Assisting the Managers and other members of the team
Experience:
Previous experience in an Account Handling role (Insurance) is required.
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.
The ability to work in a team
Accuracy and attention to detail
A passion for building fantastic working relationships with clients and colleagues
An appetite to learn and develop successfully with an inquisitive nature and a willingness to ask questions
Basic understanding of the broking insurance market and the role of regulation and compliance.
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.
Minimum 5 GCSE, Grades A-C (9-5) including English and Maths.
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
Referral schemes
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
If supporting the local community, engaging with charities and having the opportunity to give something back interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
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 optionsto 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 PIBs carbon footprint.
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-218 581
TPBN1_UKTJ
The Role:
Due to continued growth, we are looking for an experienced Account Handler to become a vital part of our Liverpool team who are dedicated to providing professional advice and exceptional service to all clients.
Extensive training on our specific systems and processes will be given, but the ideal candidate will have 3-5 years of experience in an Account Handler role.
What We Can Offer You:
A salary between £30,000 - £32,000 depending on experience.
Great company culture that values internal growth and professional development.
A competitive Benefits Scheme (Further details on some of our benefits can be found at the bottom of this advert).
Hybrid working once the relevant training has been completed.
Responsibilities:
Acquire and maintain knowledge of Insurance products to include Property Owners, Engineering, Contract All Risks, Terrorism, & Management Liability, plus other axillary insurance which many be required
Upon completion of training you will be assigned specific medium-sized portfolios, with an overall book of premiums under £3,000,000
Dealing with a book of renewals up to 600 policies
Develop and sustain effective working relationships with account executive and customers, ensuring complete customer satisfaction as is reasonably possible
Building and maintaining relationships with insurers
Produce correspondence to required timeframes and quality standards
Issuing and processing new business documents, mid-term adjustments, cancellations and renewals
Provide new business quotations and re-broking existing renewals
Face-to-face client meetings occasionally both inside and outside the office
Keeping accurate records always and filing in the agreed manner
Answering general queries competently by telephone, email, post or in person, ensuring the information provided is accurate
To attend any appropriate training courses given inside and outside the office
To complete and pass mandatory training modules set within the time given to remain compliant
Assisting the Managers and other members of the team
Experience:
Previous experience in an Account Handling role (Insurance) is required.
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.
The ability to work in a team
Accuracy and attention to detail
A passion for building fantastic working relationships with clients and colleagues
An appetite to learn and develop successfully with an inquisitive nature and a willingness to ask questions
Basic understanding of the broking insurance market and the role of regulation and compliance.
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.
Minimum 5 GCSE, Grades A-C (9-5) including English and Maths.
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
Referral schemes
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
If supporting the local community, engaging with charities and having the opportunity to give something back interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
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 optionsto 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 PIBs carbon footprint.
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-218 581
TPBN1_UKTJ