Account Handler
It's a fantastic time to join PIB and work as part of the West Yorkshire Broking Team based out of our fantastic Halifax Office
Great offices and easily accessible via transport links and close to a train station. Plenty of parking as well!
The Role: Account Handler
* To provide professional advice and service to all clients.
* Effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly.
* To retain existing customers and write new business by the continual development of relationships and delivery of 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 ...