Motor Trade Assistant / Account Handler

  • Job Reference: 215089
  • Date Posted: 26 June 2024
  • Recruiter: hireful
  • Website:
  • Location: Croydon
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Flexi Time
  • Work Hours: Full Time

Job Description

The Role:

PIB Insurance are looking to recruit an Assistant / Account Handler for their Motor Trade Insurance team based/reporting into their Croydon Office.


This role is to assist Account Executives with the retention of existing customers by continual development of relationships and delivery of customer service standards.
  • To ensure clients have adequate and appropriate insurance covers 
  • By assisting generation of new customers wherever possible with commitment, support and development of the business strategy. 
  • Provision of professional advice and service to client 
  • Provision of quotations as directed
  • Renewal procedures to be followed per Group Broking Procedures provided
  • Group accounts procedures and queries to be complied with
  • Post processing within timescales, Group Broking procedures and to company standards
  • Computer records, accurate creation and maintenance ensuring completeness
  • Intelligent labelling of system entries
  • Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
  • Documentation checking prior to account executive signing off prior to subsequent issue 
  • File maintenance – general housekeeping of all records
  • Securing payment from clients within timescales 
  • Diary / Tasks - accurate use and maintenance 
  • Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
  • Constant communication on file progress between you and the relevant Executive 
  • 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
  • Experience in Account Handling and Insurance ideally working with Clients of a commercial nature.
  • Computer literate – demonstrate use of MS Office
  • Excellent Account Handling skills
  • Rapport building skills to be able to speak with our Clients and build relationships
  • Can-do positive attitude towards Clients and team member alike
  • Self-driven to continuously improve performance
  • It would be desirable if you have experience of using Acturis
Further information

 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.

REF-215 089