Assistant Account Handler

pib Group; Upper Howsell; On-site; GBP 23,000 - 28,000; Full time

Job summary

PIB Group, in Malvern, is seeking an Assistant Account Handler with a proven customer service background. You will learn and support with policy administration, renewals, and liaise with insurers to secure appropriate cover and competitive terms.

Established in the insurance sector, Balens offers specialist insurance across health, well-being, fitness, and beauty. PIB Group is a fast-growing insurance business with real career progression and a collaborative culture.

Qualifications

• Background in customer service from retail, hospitality or other customer-facing roles.
• Knowledge of policy administration, renewals and liaising with insurers to secure cover and terms.
• Experience with insurance broking or client servicing is desirable but not essential.
• Strong attention to detail, confidentiality and deadlines.

Responsibilities

• Learn scheme binder business and support Commercial Account Handlers under supervision.
• Review files and administer new business, renewals and mid-term adjustments for clients.
• Meet service standards for renewals, new business and MTAs as directed.
• Maintain client relationships and provide excellent customer service.

Skills

Customer Service

Organised

Attention to detail

Time management

Team collaboration

Under pressure

Job description

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.
• 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).

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. 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.

The role offers a salary of £25,185 per annum depending on experience.