Motor Trade Assistant Handler Croydon PIB Insurance Brokers Full time Permanent
PIB Insurance are looking to recruit an Assistant Account Handler for their Motor Trade team based/Reporting into their Croydon Office
The roles offers a variety of duties and responsibilities as follows:
To treat our customers fairly providing a professional, friendly and efficient service to clients contributing to growth of the accounts working within Group Broking Procedures and to company service standards
To assist Account Executives with the retention of existing customers by continual development of relationships and delivery of customer service standards
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. Diary / Tasks - accurate use and maintenance
18. Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
19. Constant communication on file progress between you and the relevant Executive
20. 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
21. Identify, report and resolve:- Breaches / complaints / E&O and to Respond positively to QA
22. Other duties as and when required
Further information
As well as a competitive salary we offer the following benefits -
23. Competitive holiday allowance with the annual option to buy additional days
24. Death in Service benefit of x4 salary
25. Company pension scheme
26. Enhanced maternity and paternity leave packages
27. A flexible benefits package which allows you to add additional benefits to your overall package
28. Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
29. Referral schemes
30. Discounted rates on PIB products
31. 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
32. 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.
33. 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
34. 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
35. Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
36. 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.