- Assist Account Executives to contribute to growth and development of the company
- with allocation of renewal clients
- Provision of quotations as requested by executive
- Renewal procedures to be followed per Group Broking Procedures provided
- Group accounts procedures and queries to be complied with
- Post processing within timescales, Group Broking procedures and to company standards
- Updating Acturis as per client’s policy and risk.
- Intelligent labelling of system entries
- Carrying out due diligence on each case by SDT (Service Delivery Team) prior to renewal. Resolving any adverse info found prior to renewal.
- Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
- Documentation checking prior to account executive signing off prior to subsequent issue
- File maintenance – general housekeeping of all records
- Contribution to overall efficient running of PIB
- Open communication and liaison with all other departments within PIB
- Diary / Tasks - accurate use and maintenance
- Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
- 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 working towards chartered insurance qualifications as required.
- Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA
- Other duties as and when required.
- Making sure any Mid Term Adjustment/LCR/Lapse/cancellation is processed in timely manner.
- Obtaining quotes from the market via presentation.
- Due Diligence to be carried out for the NB Rekey cases allocated.
- New Business Rekey to be done once allocated.
- New Business file to be processed (post-inception), once allocated.
Skills Required
- Experience in client support or administrative roles
- Knowledge of insurance processes and documentation
- Proficiency in Acturis or similar systems
- Ability to conduct due diligence
- Strong communication and organizational skills
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.
