Account Executive

Job Description

Account ExecutiveAre you an Accounts Executive who is used to servicing an existing book of business Do you have commercial lines insurance experience from either an insurance company or brokerage Do you want to be part of a well-established and high performing teamWe have an exciting opportunity for a highly organised and dedicated Account Executive to join our PIB Insurance Brokers, Speciality Team based in Birmingham. This is an extremely exciting time to join PIB as we enter a period of successful growth which thishybrid role has been created out of. The position offers a good level of flexibility with a 50-50 work from home option. You will be given a brand-new book of business across a geographical area, along with an Account Handler to help support you in your role.Location: Our office is based in central Birmingham (B15 1TS) and is only 10 minutes walk away from the City Centre. There is free onsite parking, bus routes and the National Rail is in walking distanceThe Metro Link, once built will only be 5 minutes fromthe office.ResponsibilitiesWith the support of an Account Handler:

• You will develop client and insurer relationships to maximise business opportunities and achieve your Key Performance Indictors including income targets,
• You will place commercial lines business within your authority limits and within the approved markets, referring unusual cases to an experienced colleague or Head Office,
• You will undertake general broking activities including dealing with clients queries and correspondence, New Business, Renewals and Adjustments including reviewing the adequacy of the covers and suitability of the terms being offered. Ensuring clear communicationof terms, conditions, warranties, and pricing,
• Responsible for insurer surveys, ensuring risk improvements are implemented and adhered to, including communication with clients if the basis of cover and /or terms is changed as a result of the survey,
• You will adhere to agreed policies and procedures as detailed in the Compliance Handbook,
• You will use all core systems e.g., Acturis, Salesforce ensuring they are regularly updated for effective Management Information and Reporting,
• You will liaise with Finance including Credit Control to ensure all queries are resolved quickly and efficiently,
• You will attend company and/or branch meetings and events as required, including prescribed training. As well as aiming to achieve the minimum requirements for CPD through training provided in house or by identifying development areas during your Performance& Development Review meetings,

Experience:

• You will have solid commercial lines or general insurance experience, from either an insurance company, brokerage or similar,
• You will be computer literate (MS Excel, MS word and Outlook), with experience of Acturis,
• You will have experience in managing large accounts,
• You will be cert CII, working towards this or similar,
• You will have excellent written and verbal communication, interpersonal and customer interface/relationship skills, with the ability to negotiate
• You will be a natural problem solver, multi-tasker, with a high level of attention to detail, ability to work under pressure,
• You will be highly organised with ability to work independently and will have great time management skills

Further informationAs 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
• Very generous 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
• 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
• We also offer a wide range of discounts including a kids passgiving 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
• 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 helpreduce PIBs 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 flexibleworking 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.Ref: 136 819