Charity & Not for Profit Account Handler

PIB Group; York and North Yorkshire; On-site; GBP 24,000 - 36,000; Full time

Job summary

PIB Group is seeking a capable Insurance Administrative support professional to work closely with Account Executives, ensuring clients have suitable cover and a high standard of service. The role supports renewals, quotations and records accuracy, helping to grow the business through accurate processing and proactive client contact.

As a collaborative team member, you will develop product knowledge and pursue professional insurance qualifications, contributing to a dynamic, fast-paced

Qualifications

• Experience in the insurance industry is preferred.
• Strong organisational skills and attention to detail are essential.
• Ability to prioritise, multi-task and work in a fast-paced environment.
• IT proficiency, particularly in Microsoft Office, with ability to learn new software platforms.
• Strong communication and interpersonal skills, with a professional and confident manner on email and phone.

Responsibilities

• Assist Account Executives to contribute to growth and development of the company.
• Ensure clients have adequate and appropriate insurance covers.
• Assist generation of new customers wherever possible with commitment, support and development of the business strategy.
• Provide professional advice and service to client.
• Provide quotations as directed.
• Renewal procedures to be followed per Group Broking Procedures provided.
• Post processing within timescales, Group Broking procedures and to company standards.
• Documentation checking prior to account executive signing off prior to subsequent issue.

Skills

Attention to detail

Organisational skills

Communication skills

Prioritisation / multitasking

Professional email/phone etiquette

Tools

Microsoft Office

Job description

At PIB Insurance, part of PIB Group, great insurance is about more than policies. It’s about understanding clients, building lasting relationships and giving them the confidence that they have the right cover in place.

Working alongside our Account Executives, you’ll help deliver a professional, friendly and efficient service, supporting existing clients while contributing to the growth of the business. From preparing renewals and quotations to keeping records accurate and resolving queries, your attention to detail will make a difference to the client experience.

You’ll be part of a collaborative team where communication matters and your development is valued. As you build your product knowledge and technical expertise, you’ll have the opportunity to work towards professional insurance qualifications and take the next step in your career.

What you’ll be doing:

• Assist Account Executives to contribute to growth and development of the company.
• To ensure clients have adequate and appropriate insurance covers.
• Assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
• Provision of professional advice and service to client.
• Provision of quotations as directed.
• Renewal procedures to be followed per Group Broking Procedures provided.
• Post processing within timescales, Group Broking procedures and to company standards.
• Documentation checking prior to account executive signing off prior to subsequent issue.

What we’re looking for:

• Previous experience in the insurance industry, with strong organisational skills and attention to detail.
• Ability to prioritise, multi-task and work in a fast-paced environment.
• IT proficient, particularly in Microsoft Office, with the ability to learn new software platforms quickly.
• Strong communication and interpersonal skills, with a professional and confident manner on email and phone.
• Strong communication and interpersonal skills, with a professional and confident manner on email and phone.

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]