Account Handler

PIB Group; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Career progression

Professional development

Collaborative culture

Job summary

PIB Group in Malvern is seeking an Account Handler to support clients by managing inquiries and processing business transactions. The ideal candidate will have strong client service skills and attention to detail.

Experience in insurance or financial services is desirable but not essential. PIB Group values ambition and creative thinking, providing opportunities for professional development within a collaborative culture.

Qualifications

• Experience in insurance broking or financial services customer service is desirable.
• Ability to build rapport and handle queries professionally.
• High level of accuracy in processing data and documents.

Responsibilities

• Act as a day-to-day contact for an allocated portfolio of clients.
• Handle client enquiries via telephone, email, and post.
• Administer new business, renewals, and mid-term adjustments.
• Process and maintain client data in broking/CRM systems.

Skills

Client service skills

Attention to detail

Organizational skills

Microsoft Office proficiency

Tools

Broking/CRM systems

Job description

## Account HandlerApplylocations: UK - Malvern - Bridge Housetime type: Full timeposted on: Posted Todayjob requisition id: JR102383**Balens | Part of PIB Group**Established in 1950 Balens have been offering specialist insurance across the Health, Well-being, Fitness and Beauty sectors since the early 1990s. Their insurance solutions are available for individuals and their businesses as well as organisations, charities, and the not-for-profit sectors and are looking for an Account Handler to join their team in Malvern.Insurance Account Handler experience is preferred; however, Balen’s are happy to consider individuals with a genuine interest in insurance who are keen to learn and train on the job.**What you’ll be doing:*** Act as a day‐to‐day contact for an allocated portfolio of clients, delivering a professional, responsive service.* Handle client enquiries (telephone, email and post), providing clear advice within authority limits and escalating where appropriate.* Administer new business, renewals and mid‐term adjustments, ensuring all tasks are completed accurately and within agreed timescales.* Obtain and check quotations from insurers, prepare and issue documentation in line with Balens and insurer requirements.* Accurately process and maintain client, policy and financial data in the broking/CRM systems.**What we’re looking for:*** Experience in an insurance broking, underwriting or financial services customer service role (desirable not essential).* Strong client service skills with the ability to build rapport and handle queries in a calm, professional manner.* High level of accuracy and attention to detail in processing data and documents.* Good organisational skills; able to prioritise workload, meet deadlines and manage competing demands.* Comfortable working with policy administration/CRM systems and Microsoft Office (Outlook, Word, Excel).**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**