Account Handler

Commercial Account Handler

Edgbaston, Birmingham

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.

• 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.

• Build and maintain strong client relationships, acting as a trusted advisor by leveraging all of PIB's 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 PIB's 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.

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

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.

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.

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