Assistant Account Handler

PIB Group; Liverpool; On-site; GBP 24,000 - 28,000; Full time

Benefits offered by this job

26 days holiday

Company pension

Healthcare support

Flexible benefits

Job summary

St Giles | Part of PIB Group in Liverpool is seeking an Assistant Account Handler to support the servicing of a portfolio of clients and assist with new business, renewals and mid-term changes. You will ensure accurate documentation and effective diary and record management.

You will liaise with insurers and third parties, handle enquiries by phone and email, and work to strict deadlines while pursuing ongoing professional development within a leading insurance group.

Qualifications

• Experience in administrative, customer service or support roles, ideally within insurance, financial or professional services.
• Confident handling client queries by phone and email with accuracy and data integrity.
• Able to manage multiple tasks to deadlines in a busy team.

Responsibilities

• Support Account Handlers/Executives with day-to-day servicing of a portfolio of clients.
• Prepare and process new business, renewals and mid-term changes, including quotations and policy checks.
• Maintain accurate systems and records, liaise with insurers and third parties, and meet tight timescales.
• Commit to ongoing professional development and report breaches, complaints and QA actions.

Skills

Client communication

Data handling

Organisation

Tools

Microsoft Office

Job description

St Giles | Part of PIB Group

The Role – Assistant Account Handler

Our team at St Giles in Liverpool are looking for an Assistant Account Handler to join their growing team.

What you’ll be doing:

• Supporting Account Handlers/Executives with day-to-day servicing of a portfolio of clients.


• Preparing and processing new business, renewals and mid-term changes, including obtaining quotations and checking all policy documentation.


• Maintaining accurate systems and records (files, computer entries, diaries/tasks), handling routine enquiries and liaising with insurers and other third parties while working to strict timescales.


• Committing to continual professional development, expanding product and technical knowledge, and proactively identify, report and help resolve breaches, complaints, E&O issues and QA actions.

What we’re looking for:

Experience within an administrative, customer service or support roles, ideally within insurance, financial or professional services.

Confident handling client queries by phone and email, building good relationships, and working accurately with data and documents.

A diligent individual with a strong work ethic, used to working to deadlines, managing multiple tasks in a busy team, and proficient with Microsoft Office.

Any previous experience within the insurance industry/regulated environment is highly advantageous but not essential for this role.

What You Will Get:

• A salary of up to £28,000 depending on experience.


• An attractive benefits package, including 26 days' holiday (and the opportunity to purchase more), company pension, access to healthcare support, and a range of other flexible benefits.


• Hybrid working from our Liverpool office, once fully established in the role.


• A supportive and collaborative working environment within a leading insurance group.

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.

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 We are a dynamic and diversified insurance intermediary group providing specialist insurance solutions across the UK market and Internationally.