A fantastic Commercial Account Handler position has become available within our Halifax Office.
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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.
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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.
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Ensuring:

• Good customer outcomes.
• Prevention of foreseeable customer harm.
• Adherence to all regulatory requirements.
• Clients achieve their financial objectives.

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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 where appropriate, while meeting clients insurance needs.
• Collaborate with AEs to enhance client engagement and maximise business opportunities across all stakeholders.
• Work with internal teams to ensure optimal outcomes for clients and support group wide initiatives including Advisory.
• Place insurance business within authority limits and refer complex cases to the appropriate Regional Broking Director/Branch Director.
• Assist AEs with portfolio management and achieving branch objectives through insurer panels.
• Review policy and client information, ensuring accuracy and timely action.
• Handle general broking tasks, including:
  • Responding to client queries and correspondence.
  • Managing new business, renewals, and adjustments, ensuring clear communication of terms and pricing.
  • Conducting insurer surveys and communicating any changes in cover or terms.
  • Managing the diary and meeting deadlines.
• Ensure timely and compliant processing across core systems, using PIBs platforms effectively for accurate management and reporting.
• Follow company policies and procedures, proactively identifying and addressing potential issues.
• Report and help resolve breaches, complaints, and errors, while seeking continuous improvement based on QA and compliance feedback.
• Work closely with the Service Delivery Team, providing direction and maximising support.
• Liaise with Finance and Credit Control to promptly address and resolve queries.
• Participate in meetings, events, and training sessions to fulfil CPD requirements.

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Why Join Us?

• Competitive salary and benefits package
• Flexible working and holiday options
• Pension, enhanced parental leave, and life insurance
• Discounts on technology, travel, and leisure
• Learning and development opportunities
• Volunteering and charity support days

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Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.
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We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
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REF-(Apply online only)