Job description
Purpose:
- To provide support to the business through ensuring the effective running and processing of servicing functions and enquiries within the Underwriting team.
- To undertake the processing of renewals in accordance with the agreed procedures in place within the Unit.
- To ensure that all statutory and company regulations are followed to protect clients, colleagues and the business interests of the company.
- Adhere to the contents of the Operating Procedure Manual and Business Unit Supplemental Operating Procedure Manual at all times
- Ensure the Thistles TCF principals are fully understood and applied across all customers
- Acquire, maintain and record an accurate level of appropriate technical, product and regulatory knowledge and skill in accordance with the job role.
- Attainment of targets as outlined on performance appraisal and during 121 sessions with manager
- Perform other duties from time to time, as determined by demands of the business
Key Performance Indicators:
- To meet and be accountable for achieving business targets in your designated area of responsibility, including attainment of service level agreements:
- Distribute incoming mail, collect and despatch outgoing mail
- Answer telephone within 3 rings and deal courteously with all callers, routing them as appropriate or taking messages.
- Maintain diary system, chasing for required information
- Maintain secure, efficient and accurate filing system and tie up incoming work with files
- Identify appropriate training and self-development needs to ensure product and procedure knowledge are up to date.
- Demonstrate regulatory awareness and understanding in accordance with Training and Competency requirements, working to exceed minimum T&C competency levels.
Relationships:
External:
Decision Making:
Qualifications / Experience:
- Minimum 5 GCSE Grades A to C, including English and Maths
- Computer Literate
- Experience of working within a customer service environment
Knowledge:
- Experience of working within a Regulated FCA environment desirable but not essential
Skills and Competencies:
- Works collaboratively and as part of a team
- Works well under pressure and ability to adapt and remain flexible in approach
- Have an ability to prioritise and multi-task, in particular be able to switch between a range of contact channels such as inbound, outbound calls, emails etc.
- Focus on customer service, with effective use of verbal and listening skills
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
- Very generous 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.