* Assist Account Executives to contribute to growth and development of the
company
with allocation of renewal clients
* Provision of quotations as requested by executive
* 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
* Updating Acturis as per client’s policy and risk.
* Intelligent labelling of system entries
* Carrying out due diligence on each case prior to renewal. Resolving any
adverse info found prior to renewal.
* 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
* Contribution to overall efficient running of PIB
* Open communication and liaison with all other departments within PIB
* 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 career 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.
* Making sure any Mid Term Adjustment is processed in timely manner.
* Obtaining quotes from the market via presentation.
📌 Support Associate (Vadodara)
🏢 PIB Group
📍 Vadodara
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