Assistant Account Handler page is loaded
Assistant Account Handler
Apply locations UK - Malvern - Bridge House time type Full time posted on Posted 30+ Days Ago job requisition id JR101426
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.
Main Duties and Responsibilities:
* To manage the post for the Operations Team including opening of incoming post and franking of outgoing post.
* General office/administration duties i.e. photocopying, filing, printing and scanning.
* Processing renewal business and assisting clients with renewal queries.
* Inputting of data to the Bexhill system to aid the renewals of direct debits.
* Changing addresses and names of the Balens Administration System (BAS) system. Leading on to handling return post items for the team.
* Ensure all administration and recording is prompt and accurate – maintaining computer and manual records.
* Ensuring money is accurately banked and accounted for.
* Work closely with other team members to ensure any client receives a prompt and efficient response.
* Transacting card payments on Realex for the Affinities team
* Under supervision, issuing insurance documents for the team.
* To input data onto BAS.
* Any other ad hoc support tasks for team members.
* To follow FCA requirements, including Treating Customers Fairly.
* To act professionally at all times and ensure the ethics and ethos of Balens are followed.
* Ensuring work is carried out with accuracy, confidentiality and deadlines are met.
* Working with all staff to get the right information at the right time.
* Undertake internal and external training courses as necessary, including study for and sit CII Exams.
* Deal with phone and email queries including automated renewals and chasers.
* Working on retention reports and unsuccessful online renewals.
* To provide excellent customer service to all clients.
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
About Us
We are a dynamic and diversified insurance intermediary group providing specialist insurance solutions across the UK market and Internationally.
#J-18808-Ljbffr