Insurance Account Assistant - Client Services

PIB Group Services Ltd.; Malvern Hills; On-site; GBP 23,000 - 28,000; Full time

Job summary

Balens, part of PIB Group, established in 1950, is seeking an Assistant Account Handler in Malvern to deliver outstanding customer service and accurate policy administration across Health, Well-being, Fitness and Beauty sector clients.

You will provide full administration support to Commercial Account Handlers, handle renewals and mid-term adjustments, liaise with insurers, and maintain strong client relationships with confidentiality and deadlines.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Strong Customer Service Skills

Proactive organised under pressure

Collaborative team player

Attention to detail

Insurance broking/client servicing

Job description

Balens, part of PIB Group, established in 1950, is seeking an Assistant Account Handler in Malvern to deliver outstanding customer service and accurate policy administration across Health, Well-being, Fitness and Beauty sector clients.

You will provide full administration support to Commercial Account Handlers, handle renewals and mid-term adjustments, liaise with insurers, and maintain strong client relationships with confidentiality and deadlines.