The Role:
To maximise company renewal retention and income by liaising with potential customers and the companies’ insurer partners to obtain the best policy cover and a competitive premium for the client.
Responsibilities:
1. To work through generated renewal invites, carrying out underwriting and contacting clients by telephone with the intention of closing policies due for renewal.
2. To act as a contact and focal point between a customer and an Insurer to ensure the customers particular needs are met and that the policy offered is fit for the customers’ requirements based on their declared demands and needs.
3. Processing Mid Term Adjustments and Renewals on all product lines including collection of premium(s) and any details required to complete the processing of a policy for passing over to insurer
4. To ensure individual and department KPI’s are achieved on a consistent basis which include retention and add on sales
5. Complete minimum 15 hours CPD training on platforms provided
6. Seek cross sale opportunities for other lines of business from existing customers
7. Play an active part within the existing business team, following company compliance and any internal processes
8. Keeping up to date with the organisations’ products, services and strategies.
9. Dealing with customer queries and complaints, maintaining a high level of customer care.
10. Liaise with customers and insurers ensuring that the organisation is represented, at all times, in a professional and courteous manner.
11. Acting as a contact and focal point between a customer and an insurer to ensure the smooth and efficient management of a policy from inception/renewal and throughout the life of a policy.
12. Accessing and acting on instructions extracted from the organisations in-house diary system and where appropriate ensuring that future actions are diarised forward.
13. Answering and responding to both customer and Insurers queries via telephone, post or e-mail in a timely manner, avoiding delays, which may cause the organisation harm (financial or otherwise).
14. Performing any other ad-hoc duties as may be required of this role.
Further information
As well as a competitive salary we offer the following benefits -
15. Part Time/Reduced Hours considered
16. Competitive holiday allowance with the annual option to buy additional days
17. Death in Service benefit of x4 salary
18. Company pension scheme
19. Enhanced maternity and paternity leave packages
20. A flexible benefits package which allows you to add additional benefits to your overall package
21. Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
22. Referral schemes
23. Discounted rates on PIB products
24. 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
25. 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
26. 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
27. Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
28. 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.