Training & Development Officer in Harrogate

Location: Harrogate

Salary: Hidden

Recruiter: PIB Group Limited

Job Hours: Full-time

Start your application for this job today

Apply Now

The Role:

Account Handler - Real Estate

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:

Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients.

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.

Responsible for the review and action required on policy and client information.

Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary.

Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.

Build and continuously enhance relationships with PIB’s panel of insurers and maintain a profile within the insurance market.

Proactively work with colleagues across the business to identify and maximise opportunities for growth.

Place commercial lines business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition.

Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business.

Reviewing the adequacy of covers and suitability of the terms being offered to clients,

Liaising with relevant departments, to ensure all queries are resolved quickly and efficiently

Experience:

Essential:-

Minimum 5 GCSE, Grades A-C including English and Maths.

Experience of working within the UK insurance market and and a good understanding of the role of regulation and compliance.

Real Estate experience is desirable; However we will also look at candidates with experience within General Commercial classes of business.

Client service and administrative experience, adhering to processes and systems with a high level of accuracy and attention to detail, to support client service delivery.

Previously worked within a team servicing both clients and colleagues whilst also possessing excellent negotiating skills.

Organised with good time management skills working to agreed priorities.

Good communication skills to effectively liaise with internal colleagues.

Computer literate with good experience of using MS Office Suite.

Operational use of Acturis ensuring updates are made accurately to data quality standards.

Further information
As well as a competitive salary we offer the following benefits -

Competitive holiday allowance with the annual option to buy additional days

Death in Service benefit of x4 salary

Company pension scheme

Very generous maternity and paternity leave packages

A flexible benefits package which allows you to add additional benefits to your overall package

Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more

Referral schemes

Discounted rates on PIB products

We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more

We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose

PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development

Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity

PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.

Why join us?

Related jobs near me

People also searched for

About PIB Group Limited

pibgroup.co.uk

Since our formation in 2015, PIB Group has been on a mission to create a leading position in the provision of specialist insurance solutions across the UK market and beyond.

It’s been an exciting journey as we’ve remained focused and committed to delivering everything that we set out to achieve. We’ve been growing rapidly through acquisition, and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.

By bringing together companies and individuals recognised as leaders across a range of specialist markets, PIB can draw on their vast expertise and insights which in turn enables customers to enjoy the highest levels of service.

That journey has led to PIB Group today being a highly diversified insurance distribution consolidator focusing on specialist commercial lines and non-standard personal lines products with deep expertise across both direct and B2B distribution through its broking, underwriting and network divisions.

In 2021, PIB Group secured further investment from Apax partners (the ‘Apax Funds’) and re-investment from PIB’s existing investor since 2015 The Carlyle Group. The investments enable PIB to continue our ambitious growth plans.

The group currently has the following primary advisory businesses:

Acquinex
Alan Tierney & Partners Ltd
Barbon Insurance Group
Brokers Union
Campion Insurance
Channel Insurance Brokers
Cicor
Citynet
Cobra Network
Cobra Network Underwriting
Cooper Solutions
Exito Consulting Sp. z o. o.
Fingal Insurance Group
Fish Insurance
Guest Krieger
Light Insurance
Marx Re-Insurance
Morton Michel
Oliver Murphy Insurance Brokers
Optis
PIB Employee Benefits
PIB Insurance Brokers
PIB Risk Management
Q Underwriting
Thistle Insurance
WDB