Insurance Account Handler - Client Service & Growth

PIB Group; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Career progression

Professional development

Collaborative culture

Job summary

PIB Group in Malvern is seeking an Account Handler to support clients by managing inquiries and processing business transactions. The ideal candidate will have strong client service skills and attention to detail.

Experience in insurance or financial services is desirable but not essential. PIB Group values ambition and creative thinking, providing opportunities for professional development within a collaborative culture.

Qualifications

• Experience in insurance broking or financial services customer service is desirable.
• Ability to build rapport and handle queries professionally.
• High level of accuracy in processing data and documents.

Responsibilities

• Act as a day-to-day contact for an allocated portfolio of clients.
• Handle client enquiries via telephone, email, and post.
• Administer new business, renewals, and mid-term adjustments.
• Process and maintain client data in broking/CRM systems.

Skills

Client service skills

Attention to detail

Organizational skills

Microsoft Office proficiency

Tools

Broking/CRM systems

Job description

PIB Group in Malvern is seeking an Account Handler to support clients by managing inquiries and processing business transactions. The ideal candidate will have strong client service skills and attention to detail.

Experience in insurance or financial services is desirable but not essential. PIB Group values ambition and creative thinking, providing opportunities for professional development within a collaborative culture.