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PIB Group
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Junior Account Handler

Junior Account Handler

PIB Group

0 years

0 Lacs

Greater Vadodara Area

Posted:1 week ago| Platform:

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Skills Required

logging underwriting invoicing risk data communication development report resolve

Work Mode

On-site

Job Type

Full Time

Job Description

All responsibilities to be undertaken in line with Group Policies and Procedures.

Standard Pre-Quote Enquiry Logging across the Motor Trade, Underwriting and Property & Casualty Business Lines.
Set up Renewal Record in Websure on both Motor Trade and Property & Casualty Lines
Send pre-renewal Invites to agents on both Motor Trade and Property & Casualty Lines
Chasing agents for pre-renewal documents on Motor Trade Lines
Request claims experience from insurers, where applicable, on Motor Trade Lines
Send claims post received from insurers directly to agents on Motor Trade Lines
Chase agents for quarterly, half yearly or annual declarations on Motor Trade Lines
Chase Insurer documents via the use of template emails.
Create New Business & Renewal Invoicing on Websure on Property & Casualty ready for Citynet to check, process and send to agents.
On Property and Casualty Lines, create Confirmed claims experience (CCE) for risk once renewal record set up in Websure.
Ensure accurate completion of Websure data fields
Contribution to overall efficient running of Citynet / PIB
Open communication and liaison with all other departments within PIB
Constant communication on file progress between you and the relevant London based Account Executive/Handler.
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.

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Junior Account Handler