Account Handler

Balens | Part of PIB Group

Established in 1950 Balens have been offering specialist insurance across the Health, Well-being, Fitness and Beauty sectors since the early 1990s. Their insurance solutions are available for individuals and their businesses as well as organisations, charities, and the not-for-profit sectors and are looking for an Account Handler to join their team in Malvern.

Insurance Account Handler experience is preferred; however, Balen’s are happy to consider individuals with a genuine interest in insurance who are keen to learn and train on the job.

 What you’ll be doing:

• Act as a day‑to‑day contact for an allocated portfolio of clients, delivering a professional, responsive service.
• Handle client enquiries (telephone, email and post), providing clear advice within authority limits and escalating where appropriate.
• Administer new business, renewals and mid‑term adjustments, ensuring all tasks are completed accurately and within agreed timescales.
• Obtain and check quotations from insurers, prepare and issue documentation in line with Balens and insurer requirements.
• Accurately process and maintain client, policy and financial data in the broking/CRM systems.

What we’re looking for:

• Experience in an insurance broking, underwriting or financial services customer service role (desirable not essential).
• Strong client service skills with the ability to build rapport and handle queries in a calm, professional manner.
• High level of accuracy and attention to detail in processing data and documents.
• Good organisational skills; able to prioritise workload, meet deadlines and manage competing demands.
• Comfortable working with policy administration/CRM systems and Microsoft Office (Outlook, Word, Excel).

Why PIB Group?

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!

Inclusion & Accessibility

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 to [email protected]

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