Finance Analyst jobs in United Kingdom

Join Morton Michel, the UK’s leading childcare insurance specialist and part of PIB Group. We’re growing and looking for a confident, client-focused Account Handler to help us deliver exceptional service to nurseries, childminders, out-of-school clubs, and wider childcare and education clients.

You will manage a portfolio of commercial clients across the childcare sector, providing timely support throughout the policy lifecycle. You’ll build strong relationships, ensure accurate placement and servicing of cover, and deliver a first-class experience that keeps our clients protected and informed.

• Advise our new clients on adequate and appropriate insurance covers
• Manage all aspects of the customer journey process ensuring that all customers are dealt with in a professional manner and procedures followed in line with Group Broking Procedures Provided
• Proactively contact clients or prospect client for the provision of their insurance needs
• Achieve the KPI’s set for your role as defined by your Line Manager
• Ensure that all inbound or outbound calls are answered to agreed service levels, within TCF parameters and to quality standards.
• Utilise communication and negotiation techniques to explain the features and benefits of our products, to internal and external customers through professional advice delivered to our clients
• Preparation and issue of Risk Registers / Pre-renewal Agendas / Submission / Renewal Reports for issue to Clients/Insurers/ Meeting confirmation reports where required
• Group accounts procedures and queries to be complied with
• Computer records, accurate creation and maintenance ensuring completeness including intelligent labelling of system entries
• File maintenance – general housekeeping of all records
• Open communication and liaison with all other departments within PIB to encourage new business opportunities
• Securing payment from clients within timescales
• Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to your Line manager
• Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required
• Identify, report and resolve: - Breaches / complaints / E&O and respond positively to QA
• Other duties as and when required

• Experience in account handling within Insurance ideally working with clients of a commercial nature.
• Computer literate–demonstrate use of MS Office
• Excellent account handling skills
• Rapport building skills to be able to speak with our Clients and build relationships
• Can-do positive attitude towards Clients and team member alike
• Self-driven to continuously improve performance
• Experience using Acturis (Desirable not Essential)

• Purpose-led work that makes a real difference
• Supportive team, training and progression
• Competitive package and benefits

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!

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.

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