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Permanent

Personal Lines Account Handler

Halifax
money-bag 10000-500000 Annual
2977311861
Posted 1 week ago

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 directedRenewal procedures to be followed per Group Broking Procedures providedPost processing within timescales, Group Broking procedures and to company standardsAccurate creation and maintenance of records ensuring completenessPreparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurersDocumentation 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 managerConstant 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 techni

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