Hybrid Insurance Admin Assistant: Client Service & Data

PIB Group; Liverpool; Hybrid; GBP 25,000 - 31,000; 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 Account Handlers with day-to-day servicing of a client portfolio. The role includes preparing new business, renewals, and mid-term changes, and maintaining accurate records while liaising with insurers.

The ideal candidate will have administrative or customer service experience, be confident handling queries by phone and email, and be proficient with Microsoft Office; prior insurance experience is

Qualifications

• Experience within administrative, customer service or support roles.
• Confident handling client queries by phone and email.
• Proficient with Microsoft Office.
• Experience in insurance/regulatory environment is advantageous but not essential.

Responsibilities

• 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 reporting breaches, complaints, E&O issues and QA actions.

Skills

Administrative experience

Client communication

Data management

Tools

Microsoft Office

Job description

St Giles, part of PIB Group in Liverpool, is seeking an Assistant Account Handler to support Account Handlers with day-to-day servicing of a client portfolio. The role includes preparing new business, renewals, and mid-term changes, and maintaining accurate records while liaising with insurers.

The ideal candidate will have administrative or customer service experience, be confident handling queries by phone and email, and be proficient with Microsoft Office; prior insurance experience is