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Account Handler
Account Handler – Health, Well-being, Fitness & Beauty Insurance
Balens | Part of PIB Group
Established in 1950, Balens have been providing specialist insurance across the Health, Well-being, Fitness and Beauty sectors since the early 1990s. Their solutions serve individuals, businesses, and organisations—including charities and not-for-profit entities.
Based in Malvern, we are seeking an Account Handler to join our team.
About the Role
Insurance Account Handler experience is preferred, but we welcome enthusiastic candidates with a keen interest in insurance who are eager to learn and develop. This role involves hands-on client management and operational duties to ensure seamless insurance administration.
What you’ll be doing:
- Act as the day-to-day client contact, delivering professional, responsive service to an allocated portfolio.
- Handle inquiries (email, telephone, post) with clear advice within authority limits—escalating where necessary.
- Process new business, renewals, and mid-term adjustments, ensuring accuracy and adherence to deadlines.
- Obtain, verify, and prepare insurer quotations while maintaining compliance with Balens’ and insurer requirements.
- Accurately process client/policy data and maintain CRM/broking systems.
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Responsibilities
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Client Relations:
- Provides consistent, high-quality customer service in all interactions.
- Builds trust and rapport with clients by remaining calm and professional.
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Operational Duties:
- Manages new business, renewals, and policy adjustments efficiently.
- Ensures data accuracy in CRM systems (e.g., client details, policy records).
- Prepares and fulfils documentation (e.g., quotes, policies) per regulatory and insurer standards.
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Administrative Tasks:
- Verify and process insurer quotations and policy conditions.
- Triage client requests, delegate as needed, and maintain records of communication.
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Technical Compliance:
- Works in policy administration/CRM systems and Microsoft Office (Outlook, Excel, Word).
Requirements
- Experience in insurance broking, underwriting, or customer service (desirable but not essential).
- Proven customer service skills, with the ability to build trust and resolve queries efficiently.
- Exceptional attention to detail in processing data and documentation.
- Strong organisational skills, including multitasking, prioritisation, and deadline management.
- Proficiency in CRM and Microsoft Office tools (Outlook, Excel, Word).
- Resourcefulness—willing to learn,and adapt to new systems or processes.
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Why Join PIB Group?
- Aspirational career growth: Unlock opportunities in one of the UK’s fastest-growing insurance businesses.
- Professional training and development: Invest in your progression, supported by a collaborative culture.
- Entrepreneurial mindset: Encouraged to innovate, question, and exceed targets.
- Inclusion & ambition: We value fresh perspectives, creative thinking, and ambition—even if you don’t tick all boxes yet.
“You don’t need to have it all—just your willingness to grow.”
Equal Opportunities
We are an inclusive employer, valuing diversity and ensuring accessibility for all.
Flexibility is key: If you require adjustments (e.g., alternative format, accommodations during recruitment), please contact recruitment@pib-insurance.com.
#LP Balens: specialist insurance since 1990. Maintains a global presence alongside our roots in the UK market.
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