Account Handler (Insurance)

pib Group
16 Feb 2019
16 Mar 2019
Contract Type
Full Time
Account Handler (Insurance)

PIB is a growing group of insurance advisory businesses. The business is growing rapidly through acquisitions and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.

Position: Account Handler / Account Broker
Location: Northampton, Northamptonshire (Commutable from Kettering, Wellingborough, Brackmills and surrounding areas)
Job type: Full Time, Permanent
Salary: £28,000 to £35,000 per annum

About the role:

PIB Insurance Brokers are now looking for a Professional Indemnity Insurance Account handler / Account Broker to work from our Northampton Offices. They are looking for an individual with previous Professional Indemnity Insurance experience.

An Account Handler / Broker is expected show a commitment to excellent customer service and account development. You will be expected to demonstrate a technical skill set and the desire to acquire new skills. You will also be a team player and be able to maintain excellent client relationships, whilst executing administrative duties in accordance with PIB Insurance’s policies and procedures.


- Handling and submission of all appropriate documentation. Liaison between client and Insurers.
- Vetting of policy documentation from Insurers. Arrangement of Premium Finance.
- Collection of and submission of premiums to Insurers. Administration of correspondence generally between Insured and Insurers.
- Handling and processing of mid-term alterations in cover. Advising on Insurance implications of mergers and / or acquisitions
- Policy interpretation and advice thereon; Insurer account reconciliation; Instalment Scheme Management.

About you:

- Ideally educated to or working towards attainment of CII, although this is not a pre-requisite. Basic English and Maths (minimum of GCSE grade C or equivalent). Proficient in MS Office products (Excel, Word, MS Outlook).
- Experienced professional indemnity insurance account handler / broker to assist / support Account Executive. Has experience of negotiating and building relationships with insurers. Formulation, analysis and presentation of quotations and responses from the insurance market. Has previous sales experience.
- A Familiarity of the Acturis system is advantageous. Confident, personable and a ‘can do’ attitude are highly desirable.
- Capable of working under pressure. Would suit an individual who is looking to eventually work towards an Account Executive role.
- Excellent customer service skills. Account management skills / dealing with the smaller clients.
- Directors and Officers insurance and Cyber Liability insurance knowledge is also desirable.

You may have experience of the following: Account Handler, Account Executive, Insurance Account Handler, Corporate Account Handler, Insurance Broker, Insurance Advisor, Account Management, Business Development, Business Development Executive, Account Management, CII, Chartered Insurance Institute, Broker, etc

Similar jobs

Similar jobs