Assistant Account Handler

AWE; Malvern; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading company in Malvern is seeking an Assistant Account Handler to provide excellent customer service and manage various administrative tasks. The role offers a competitive salary, flexible working options, and numerous benefits, including career development and training opportunities. Join a team that promotes innovation and growth!

Benefits

Competitive salary and benefits package

Flexible working and holiday options

Pension and enhanced parental leave

Learning and development opportunities

Volunteering and charity support days

Qualifications

• Experience in retail, hospitality, or similar customer-facing roles.
• Ability to handle phone and email queries effectively.
• Willingness to undertake further training and CII Exams.

Responsibilities

• Manage incoming and outgoing post and associated tasks.
• Process renewal business and assist with client inquiries.
• Ensure accurate banking and data entry.

Skills

Customer Service

Attention to Detail

Communication

Education

Proven experience in customer service

Job description

Assistant Account Handler


We have an exciting opportunity to offer to someone coming from a proven Customer Service background whether it be retail, hospitality or any other role where you deal with customers and are looking for your next career step.

Main Duties and Responsibilities:

• To manage the post for the Operations Team including opening of incoming post and franking of outgoing post.
• General office/administration duties i.e. photocopying, filing, printing and scanning.
• Processing renewal business and assisting clients with renewal queries.
• Inputting of data to the Bexhill system to aid the renewals of direct debits.
• Changing addresses and names of the Balens Administration System (BAS) system. Leading on to handling return post items for the team.
• Ensure all administration and recording is prompt and accurate – maintaining computer and manual records.
• Ensuring money is accurately banked and accounted for.
• Work closely with other team members to ensure any client receives a prompt and efficient response.
• Transacting card payments on Realex for the Affinities team
• Under supervision, issuing insurance documents for the team.
• To input data onto BAS.
• Any other ad hoc support tasks for team members.
• To follow FCA requirements, including Treating Customers Fairly.
• To act professionally at all times and ensure the ethics and ethos of Balens are followed.
• Ensuring work is carried out with accuracy, confidentiality and deadlines are met.
• Working with all staff to get the right information at the right time.
• Undertake internal and external training courses as necessary, including study for and sit CII Exams.
• Deal with phone and email queries including automated renewals and chasers.
• Working on retention reports and unsuccessful online renewals.
• To provide excellent customer service to all clients.

Why Join Us?

• Competitive salary and benefits package
• Flexible working and holiday options
• Pension, enhanced parental leave, and life insurance
• Discounts on technology, travel, and leisure
• Learning and development opportunities
• Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.

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REF-222 798