Personal Lines Account Handler

New Yesterday

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 directed Renewal procedures to be followed per Group Broking Procedures provided Post processing within timescales, Group Broking procedures and to company standards Accurate creation and maintenance of records ensuring completeness Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers Documentation 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 manager Constant communication on file progress between you and the relevant ...
Location:
Halifax
Salary:
Competitive salary
Category:
Sales

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