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Account Handler
Account Handler – Insurance | Malvern
About Balens
Established in 1950, Balens, part of PIB Group, have specialised in insurance across the Health, Well-being, Fitness and Beauty sectors since the 1990s. Their insurance solutions cater to individuals, businesses, organisations, charities, and the not-for-profit sector.
We seek an Account Handler to join their team in Malvern. While insurance account handling experience is ideal, Balens welcomes applicants with a strong interest in insurance, a desire to learn, and a willingness to train on the job.
Responsibilities
- Serve as the day-to-day client contact, providing a professional and responsive service.
- Handle enquiries via telephone, email, and post, offering clear advice within authority limits and escalating complex queries as needed.
- Administer new business, renewals, and mid-term policy adjustments, ensuring accuracy and compliance with deadlines.
- Obtain and verify quotations from insurers, then prepare and issue documentation aligning with Balens’ and insurer requirements.
- Maintain accurate client, policy, and financial data in broking/CRM systems.
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Requirements
- Preferred: Experience in insurance broking, underwriting, or financial services customer support.
- Essential:
- Strong client service skills, with the ability to establish rapport and handle queries calmly and professionally.
- High accuracy and attention to detail in processing data and documentation.
- Excellent organisation, prioritisation, and deadline management under pressure.
- Proficient in policy administration/CRM systems and Microsoft Office (Outlook, Word, Excel).
Why Join PIB Group?
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- UK’s fastest-growing insurance business, offering clear career progression and professional development.
- A collaborative culture where your work has real impact—we value entrepreneurship, ambition, and creative thinking.
- Fast-paced, exciting environment for ambition-driven individuals.
- Fresh ideas welcome—you don’t have to meet every requirement.
Our Commitment to Inclusion & Accessibility
We are an equal-opportunity employer, deeply committed to diversity and inclusion. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation, or any other legally protected characteristic.
If this role requires adjustments (including alternative formats) or accommodations at any stage, please contact recruitment@pib-insurance.com.
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