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SalaryOur ideal candidate has keen attention to detail and puts the customer at the heart of everything they do. If you have exceptional organizational skills and draw energy from being part of a team, we would like to meet you.
This role provides day to day administration supporting our business and working with our e-trade, DA and external insurers to obtain efficient and accurate new business, MTA quotes and documents, and renewal invitations and policies.
The main objective being a support to the Underwriting team to complete all referrals, requesting and providing information for swift and efficient processing. As well as all oversight, auditing and underwriting reporting that needs to be completed.
The role varies in responsibilities; each advisor will be provided with a training and development plan to assist in their progression.
Key Responsibilities:
- To complete any administrative tasks required to support the underwriting team and wider business.
- To operate under the rules of any Delegated Authority in place.
- To process and prepare renewals.
- To complete any referrals where required.
- To contact customers via telephone, email, post, and SMS.
- To complete basic risk related reports.
- To aid the Underwriters to manage risk.
- To ensure that customer records are kept up to date with accurate notes following all customer contact.
- To recognise and mitigate risk.
- To work efficiently and collaboratively with team members.
- To maximise every opportunity for improvement through building relationships with insurers.
- To identify efficiencies and improvements within systems and processes.
- To assist in transfers of business in line with company strategy.
- To understand all protocols and ensure that are followed correctly.
- To proactively manage self-development and learning.
- Adopt a proactive approach to challenges and ensure assistance is available to all departments when required.
- 6 GCSE’s A – C
- Understanding and knowledge of ‘Treating Customers Fairly’ and how this is applied throughout everyday tasks to ensure our customer’s best interests are met.
- Basic understanding of Customer Retention and enhancing customer experience.
- Good understanding of exceeding customer expectations.
- Thorough ongoing understanding of Protocols.
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
- Enhanced 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
- If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
- 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.
We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.
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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