At a Glance
- Tasks: Provide exceptional service and tailored insurance advice to clients while supporting Account Executives.
- Company: Join PIB, a dynamic company focused on client relationships and professional growth.
- Benefits: Enjoy competitive salary, flexible working, and great perks like discounts and development opportunities.
- Other info: Be part of an inclusive team that values diversity and offers excellent career progression.
- Why this job: Make a real impact by nurturing client relationships and driving business growth.
- Qualifications: Experience in Commercial Account Handling and strong relationship-building skills required.
The predicted salary is between 30000 - 40000 £ per year.
Commercial Account Handler
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.
This is an extremely important position within PIB and requires the successful applicant to have a strong understanding and good length of service within a Commercial Account Handling role.
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.
Key Responsibilities
- 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.
Why Join Us?
- We offer more than just a job, we provide a place to thrive. Our benefits include:
- 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
- Inclusion & Accessibility
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.
If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out.
#HP
Commercial Account Handler in Lincoln employer: Hireful
At hireful, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and dedication. Our part-time roles, such as the Cleaning Assistant in Malvern, provide flexible hours that allow for a healthy work-life balance, while also presenting opportunities for personal growth and development within our community-focused environment. Join us to contribute to maintaining high cleanliness standards at The Downs, where your efforts are truly appreciated and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Handler in Lincoln
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Commercial Account Handler in Lincoln
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Hireful
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hireful.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Hireful employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
