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 productive 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