Account Handler

PIB Group; Halfway House; On-site; GBP 25,000 - 28,000; Full time

Benefits offered by this job

26 days holiday

Pension

Healthcare support

Flexible benefits

Job summary

PIB Group is seeking an entry-level Account Handler and Broking professional to support clients, oversee insurance programmes, and deliver high-quality service. You will act as a dedicated contact for your portfolio and work with colleagues to meet business goals.

The role includes a five-day week at our Halifax office, with a salary of £25,000-£27,500 depending on experience, plus 26 days’ holiday, pension, healthcare support and flexible benefits.

Qualifications

• GCSEs at grades A-C including English and Maths.
• CII professional qualifications are required.
• Experience in customer service and financial services is preferred.
• Knowledge of FCA requirements and standards would be beneficial.

Responsibilities

• Build long-term client relationships and support account management and claims.
• Identify opportunities for growth and client retention while expanding knowledge of personal insurance products.
• Follow FCA requirements, act with integrity, and maintain training to deliver good outcomes.

Skills

Customer service

Financial services experience

Microsoft Office

Time management

Education

GCSEs A-C including English and Maths

CII professional qualifications

Job description

The Role – Account Handler

Our team is seeking an entry-level Account Handler and Broking professional to support clients and help deliver business goals.

PIB Group

The Role – Account Handler

Our team is seeking an entry-level Account Handler and Broking professional to support clients and help deliver business goals. You will act as a dedicated contact for your own portfolio of consumer clients, with close support from colleagues. You will oversee their insurance programmes, helping them obtain appropriate cover for their risks and providing a high-quality service.

What You’ll Be Doing

• Build long-term client relationships, support account management and claims, and deliver a timely, high-quality service.
• Identify opportunities for business growth and client retention, while developing knowledge of personal insurance products and market developments.
• Follow business processes and FCA requirements, act with integrity and professionalism, and maintain the skills and training needed to deliver good customer outcomes.

What We’re Looking For

• Hold at least five GCSEs at grades A-C, including English and Maths, and have CII professional qualifications.
• Bring customer service and financial services experience, a track record of teamwork, and knowledge of FSA requirements and standards.
• Communicate effectively, use Microsoft Office, and demonstrate organization, time management, a willingness to learn and a customer-focused attitude.

What You Will Get

• An attractive salary and benefits package, including 26 days’ holiday, a pension, access to healthcare support and a range of other flexible benefits.
• A collaborative and supportive working environment where you can develop your industry knowledge and skills and progress your career.
• A five-day working week is based on our Halifax office with a salary of £25,000-£27500 depending on experience.

Why PIB Group?

PIB Group is one of the UK’s fastest-growing insurance businesses, offering real career progression, professional development, and a collaborative culture where your work truly matters. We encourage our people to be collaborative, with entrepreneurship at our core. We are a fast-paced, growing organisation and an exciting place to be. We also value ambition and creative thinking. You don’t have to tick every box to apply, if you bring fresh ideas and a drive to grow, we’d love to hear from you!

Inclusion & Accessibility

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. If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out to [e-mail] #LP