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Assistant Account Handler

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.
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