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Permanent

Corporate Account Handler

Halifax
money-bag 10000-500000 Annual
2986844861
Posted 4 days ago

A fantastic Commercial Account Handler position has become available within our Halifax Office. This role is centred around providing professional guidance and outstanding service to both new and existing clients. It plays a crucial role supporting Account Executives in acquiring new business and retaining existing clients, with a focus on nurturing relationships and ensuring high levels of customer satisfaction. Cultivating and maintaining strong relationships with clients, providing exceptional service and tailored insurance advice whilst delivering timely, compliant, and effective administration and processing on core systems. Ensuring: Good customer outcomes.Prevention of foreseeable customer harm.Adherence to all regulatory requirements.Clients achieve their financial objectives. The role is a balance between providing excellent service, assisting with business growth, and maintaining regulatory and operational excellence to deliver consistent, positive results for clients and the business. Build and maintain strong client relationships, acting as a trusted advisor by leveraging all of PIBs resources.Assess client needs and offer tailored solutions covering insurance, risk management, and employee benefits.Provide exceptional service by reviewing, arranging, and securing the most suitable coverage with competitive pricing.Support Account Executives (AEs) in driving branch income growth and client retention by enhancing transaction activity, including ISBs and bursaries w

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