PI Account Handler

Role Title: Professional Indemnity Account Handler

Location: Chelmsford, Essex

Salary: Up to £30,000

PI Account Handler

Liaises with:

Clients

• Account Executives/ Other PI & wider Company employees
• Insurers & other suppliers including wholesale Brokers
• The wider Group to maximise cross selling and collaboration opportunities.

Job Purpose:

Working as part of the Specialist PI team within Chelmsford office to deliver excellent service to clients within the Construction & Accountants sectors.

Building positive and productive working relationships with the wider Company, insurer & wholesale markets and colleagues within the team.

Description of main duties:

Duties will include, but are not be limited to:

Client Relationship

• Managing the insurance programmes for portfolio of clients, including the provision of technical advice and handling queries from clients and others as required to service account.
• Re-broking of policies and communication of renewal terms to clients, seeking assistance with placement from Regional PI Broking Manager and Head of Region as necessary.
• Providing excellent service to clients at all times, responding to their needs and changes as they arise.
• Provide assistance to Account Executives, Regional PI Broking Manager and Head of Region with servicing of larger client accounts.

Market/Suppliers Relationship

• Negotiating placements (including additional policies, renewal and midterm amendments) direct with own clients and, on larger accounts, in partnership with Account Executives, Regional PI Broking Manager or Head of Region.
• Maintaining good market knowledge including keeping up to date with new insurance products/solutions and be able to advise, compare and discuss existing products within own area of expertise.

Operational

• Effectively communicating with other colleagues and providing assistance and cover for them, where required.
• Ensuring that all e-files are kept up to date and are easy to understand.
• Continually maintaining and developing own technical, market industry, systems and procedural knowledge as well as sharing with others, ensuring all CPD records are updated on an ongoing basis.
• Contributing to process and practice improvements.
• Ensuring compliance with Company and external regulations ie. FCA.
• Maintaining records and managing the diary system, ensuring that all post and diary activity is completed in accordance with Company performance standards.

Competencies:

• Excellent written and verbal communication, interpersonal and customer interface/relationship skills – ability to establish rapport, credibility and trust with clients and prospects.
• Knowledge and experience of principal underwriting markets and PI policy cover – specific knowledge of the Construction & Accountants PI markets an advantage.
• Competent sales and negotiation skills.
• Honesty and integrity.
• Organisation and attention to detail, including ability to prioritise and manage own time effectively
• Drive and self-motivation, for meeting targets (a ‘can do’ approach).
• The ability to gather and analyse information.
• Commercial awareness and good business sense and judgement.
• A good academic background.
• Competent with Microsoft and Acturis applications.

For extra information please contact:-

London: 0203 411 8430

Email: admin@lawesgroup.co.uk