Junior Account Handler

2 weeks ago

IN Vadodara A Building PIB Group Full time ₹ 2,00,000 - ₹ 6,00,000 per year

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.
  • Supporting team to meet the work deadline.

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