Back Posted: Jun 21 2025

Assistant Account Handler

Great Malvern, England , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Contract

Name Confidential

Description

We have an exciting opportunity to offer to someone coming from a proven Customer Service background whether it be retail, hospitality or any other role where you deal with customers and are looking for your next career step. This role is based on a 12 month FTC with potential to be extended.

Key Responsibilities:

To learn all scheme binder business as directed by the Commercial/Claims Manager, if applicable
To provide full administration support to the Commercial Account Handlers under the direction and supervision of the Seniors.
To learn all Policy Wordings and Underwriting Guides and be able to be competent to carry out the role necessary and refer to Handlers as the role dictates. To liaise with the Claims Department as necessary.
To review files and administer new business, renewals and mid-term adjustments for clients using binders and open market Insurers, as and when required.
To meet all service standards for the handling of renewal, new business and/or MTA’s as directed by the Commercial/Claims Manager.
Work closely with other team members to ensure any client receives a prompt and efficient response. To track cases as appropriate to ensure a satisfactory conclusion is reached.
To maintain client relationships by providing excellent customers service. Ensuring work is carried out with accuracy, confidentiality and deadlines are meet.
To deal with Accounts queries, as directed.
To deal with bordereaux submissions and queries, as directed.
Deal with phone, post and email enquiries, including any queries.
To input cheques, credit card and or finance agreements onto the system.
To input data onto the Balens Administration System as necessary.
To follow FCA requirements, including Treating Customers Fairly.
Deal with sub brokers as required within the course of the business.
To act professionally at all times and ensure the principles at Balens are followed.
Undertake internal and external training courses as necessary.
To agree to undertake professional insurance qualifications as agreed with the Commercial/Claims Manager, where appropriate.

Why Join Us?

Competitive salary and benefits package
Flexible working and holiday options
Pension, enhanced parental leave, and life insurance
Discounts on technology, travel, and leisure
Learning and development opportunities
Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.
#HP

REF-(Apply online only)

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-26976
Position Type: Contract
Applicants: 0
Views: 0

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Assistant Account Handler

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