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To provide client service support and assistance to the Account Handlers with their day-to-day tasks and account broking.
The Service Delivery team works alongside the Account Handlers to continuously develop and improve client outcomes and working processes. They play a key role in the future of client service delivery at PIB, underpinning the service excellence PIB requires for our clients and ensuring accuracy for insurers, clients, and data integrity.
Responsibilities:
1. Input new business, amendments, and renewals on Acturis to maintain accurate records, in accordance with operational procedures.
2. Produce supporting documentation to a high standard and within timescales.
3. Develop and maintain good relationships with colleagues, working as part of a team to deliver a professional service.
4. Provide a professional administration service to the account handling community to enable them to focus on client-facing growth activities.
5. Adhere to Group policies, procedures, and all regulatory requirements.
6. Respond professionally, promptly, and with precision to work requests.
7. Maintain a high level of attention to detail and organisational skills, ensuring work is completed accurately and in a timely manner.
8. Put the client at the heart of everything you do, utilising know your customer (KYC) and treating customers fairly (TCF) practices, handling tasks in line with compliance, FCA regulations, and business policies and procedures.
Skills & Experience:
1. Minimum 5 GCSEs, Grades A-C including English and Maths.
2. 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.
3. Basic understanding of the broking insurance market and the role of regulation and compliance (Desirable but not Essential).
4. Organised with good time management skills working to agreed priorities.
5. Good communication skills to effectively liaise with internal colleagues.
6. Computer literate with good experience of using MS Office Suite and operational use of Acturis (Desirable but not Essential).
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 including a kids pass – giving you discounts 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, supporting 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 is committed to improving their environmental impact responsibly. From individual actions our colleagues take daily to installing the right facilities across our premises, many measures are in place to help reduce PIB’s carbon footprint.
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