- To remain 100% FCA and GDPR compliant.
- To take ownership and responsibility of your workload, ensuring that your required allocation of work is cleared by the end of each day.
- To achieve 85 % or higher on all quality assessments ensuring severity 1 and Severity 2 error are not received.
- To be cross skilled in all aspects of the Referencing process and the administration function to provide cover as appropriate and directed.
- Document all actions fully and accurately in the case log and update the letting agent / Applicant when necessary.
- Assess tenancy applications and make decisions in line with our patron’s criteria.
- To achieve all targets for the role as described in your performance Spreadsheet.
- To report any problems encountered to a Senior Referencing Executive, Senior Support Associate or Team leader.
- To be aware of the department targets and work as part of a team to ensure you strive to influence this in a positive way.
- To support all Referencing customers through every step of the process by providing efficient and professional customer service which is focused on getting it right first time.
- To highlight potentially fraudulent applications through the relevant channels to ensure that any risk to our benefactor or its customers is reduced or mitigated completely.
- To support our benefactor Insurance department by submitting any leads gained from tenants and or private landlords to support the benefactor targets for Landlord Insurance policies.
- Accurate use of Spreadsheet to ensure workload is managed and any problems reported to Senior support Associate or Team leader.
- Contribution to overall efficient running of PIB
- Open communication and liaison with all other departments within PIB
- Constant communication on file progress between you and the relevant Executive.
- Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise.
- Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA.
- Other duties as and when required.
- Supporting team to meet the work deadline.
What We Do
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.
