Insurance Account Handler - Entry Level, Client Focus

PIB Group; Halfway House; On-site; GBP 25,000 - 28,000; Full time

Benefits offered by this job

26 days holiday

Pension

Healthcare support

Flexible benefits

Job summary

PIB Group is seeking an entry-level Account Handler and Broking professional to support clients, oversee insurance programmes, and deliver high-quality service. You will act as a dedicated contact for your portfolio and work with colleagues to meet business goals.

The role includes a five-day week at our Halifax office, with a salary of £25,000-£27,500 depending on experience, plus 26 days’ holiday, pension, healthcare support and flexible benefits.

Qualifications

• GCSEs at grades A-C including English and Maths.
• CII professional qualifications are required.
• Experience in customer service and financial services is preferred.
• Knowledge of FCA requirements and standards would be beneficial.

Responsibilities

• Build long-term client relationships and support account management and claims.
• Identify opportunities for growth and client retention while expanding knowledge of personal insurance products.
• Follow FCA requirements, act with integrity, and maintain training to deliver good outcomes.

Skills

Customer service

Financial services experience

Microsoft Office

Time management

Education

GCSEs A-C including English and Maths

CII professional qualifications

Job description

PIB Group is seeking an entry-level Account Handler and Broking professional to support clients, oversee insurance programmes, and deliver high-quality service. You will act as a dedicated contact for your portfolio and work with colleagues to meet business goals.

The role includes a five-day week at our Halifax office, with a salary of £25,000-£27,500 depending on experience, plus 26 days’ holiday, pension, healthcare support and flexible benefits.