Assistant Account Handler

PIB Group; Malvern Hills; On-site; GBP 25,000 - 27,000; Full time

Job summary

Balens, part of PIB Group, in Malvern, seeks an Assistant Account Handler with a proven customer service background to deliver outstanding servicing to a portfolio of clients and ensure accurate policy administration.

You will learn scheme binder business, support Commercial Account Handlers, and liaise with insurers to secure appropriate cover and competitive terms, while maintaining strong client relationships and meeting deadlines.

Qualifications

• Strong customer service skills demonstrated in prior roles.
• Proactive, organised and resilient under pressure.
• Collaborative team player with continuous improvement mindset.
• High attention to detail and solid time management.
• Experience in insurance broking or client servicing is a plus.

Responsibilities

• Learn scheme binder business and support Commercial/Claims Manager as directed.
• Provide full admin support to Commercial Account Handlers under supervision.
• Learn policy wordings and underwriting guides; liaise with Handlers as needed.
• Review files and administer new business, renewals and mid‑term adjustments.
• Meet service standards for renewals, new business and MTAs.
• Coordinate with team to ensure timely, accurate responses to clients.
• Maintain client relationships with excellent service, confidentiality and deadlines.

Skills

Customer Service

Organised

Resilient under pressure

Team Player

Attention to Detail

Time Management

Insurance knowledge

Job description

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 Assistant Account Handler to join their team in Malvern.

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. This role offers opportunity to deliver outstanding servicing to a portfolio of clients, ensuring accurate policy administration, timely renewals, and effective liaison with insurers to secure appropriate cover and competitive terms.

What you’ll be doing:

• To learn all scheme binder business as directed by the Commercial/Claims Manager, if applicable
• To provide full administration support to the Commercial Account Handlers under the direction and supervision of the Seniors.
• To learn all Policy Wordings and Underwriting Guides and be able to be competent to carry out the role necessary and refer to Handlers as the role dictates. To liaise with the Claims Department as necessary.
• To review files and administer new business, renewals and mid-term adjustments for clients using binders and open market Insurers, as and when required.
• To meet all service standards for the handling of renewal, new business and/or MTA’s as directed by the Commercial/Claims Manager.
• Work closely with other team members to ensure any client receives a prompt and efficient response. To track cases as appropriate to ensure a satisfactory conclusion is reached.
• To maintain client relationships by providing excellent customers service. Ensuring work is carried out with accuracy, confidentiality and deadlines are meet.
• To deal with Accounts queries, as directed.

What we’re looking for:

• Strong Customer Service Skills
• Proactive, organised, and resilient under pressure.
• Collaborative team player with a continuous improvement mindset.
• High attention to detail; strong organisation and time management.
• Experience in insurance broking or client servicing (Desirable but not essential).

The role offers a salary between £24,570 - £27,000 per annum 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.