At a Glance
- Tasks: Be the go-to person for clients, handling enquiries and managing their insurance needs.
- Company: Join Balens, a part of PIB Group, known for its supportive team environment.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for growth.
- Other info: Dynamic workplace with a focus on accuracy and compliance.
- Why this job: Make a difference by providing essential support to clients in the insurance sector.
- Qualifications: Strong communication skills and attention to detail are key for this role.
The predicted salary is between 30000 - 40000 £ per year.
Balens, part of PIB Group, is seeking an Account Handler in Malvern to act as the day‑to‑day contact for a portfolio of clients.
You will handle enquiries by phone, email and post, provide clear advice, and manage new business, renewals and mid-term adjustments, ensuring tasks are accurate and timely.
You will obtain quotations from insurers, prepare documentation, and maintain client records in the broking/CRM systems with a focus on accuracy and regulatory compliance.
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We think you need these skills to ace Insurance Account Coordinator, Client Services
Client Communication
Enquiry Handling
Advice Provision
New Business Management
Renewals Management
Mid-Term Adjustments Management
Quotation Obtaining
