The Role:Account HandlerAs an Account Handler, you will provide professional advice and service to all clients. You will effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly. The Account Handler is responsible for retaining existing customers and writing new business by the continual development of relationships and delivering excellent customer service.Responsibilities:
1. Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients.
2. Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium.
3. Responsible for the review and action required on policy and client information.
4. Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary.
5. Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.
6. Build and continuously enhance relationships with PIB’s panel of insurers and maintain a profile within the insurance market.
7. Proactively work with colleagues across the business to identify and maximise opportuniti...