Existing Business Technician - Part Time OR Full Time

Posted 17 April by Simply Insurance
Easy Apply Featured
Competitive salary
Purfleet , Essex
Permanent, full-time or part-time
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Posted by Simply Insurance
The Role: Existing Business Technician
To maximise company renewal retention and income by liaising with potential customers and the companies’ insurer partners to obtain the best policy cover and a competitive premium for the client.

Responsibilities: 
  • To work through generated renewal invites, carrying out underwriting and contacting clients by telephone with the intention of closing policies due for renewal.
  • To Act as a contact and focal point between a customer and an Insurer to ensure the customers particular needs are met and that the policy offered is fit for the customers’ requirements based on their declared demands and needs.  
  • Processing Mid Term Adjustments and Renewals on all product lines including collection of premium(s) and any details required to complete the processing of a policy for passing over to insurer 
  • To ensure individual and department KPI’s are achieved on a consistent basis which include retention and add on sales
  • Complete minimum 15 hours CPD training on platforms provided 
  • Seek cross sale opportunities for other lines of business from existing customers 
  • Play an active part within the existing business team, following company compliance and any internal processes  
  • Keeping up to date with the organisations’ products, services and strategies. 
  • Dealing with customer queries and complaints, maintaining a high level of customer care.
  • Liaise with customers and insurers ensuring that the organisation is represented, at all times, in a professional and courteous manner. 
  • Acting as a contact and focal point between a customer and an insurer to ensure the smooth and efficient management of a policy from inception/renewal and throughout the life of a policy. 
  • Accessing and acting on instructions extracted from the organisations in-house diary system and where appropriate ensuring that future actions are diarised forward.
  • Answering and responding to both customer and Insurers queries via telephone, post or e-mail in a timely manner, avoiding delays, which may cause the organisation harm (financial or otherwise). 
  • Performing any other ad-hoc duties as may be required of this role. 
Further information
 As well as a competitive salary we offer the following benefits -
  • Part Time/Reduced Hours considered 
  • 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
  • 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-213 376

Reference: 52491557

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