Account Handler

Lawes Consulting Group

Perth

On-site

GBP 26,000 - 38,000

Full time

9 days ago

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Benefits offered by this job

Mentoring and development

Support with CII qualifications

Competitive salary and benefits

Close-knit team in Perth

Job summary

Lawes Consulting Group in Perth, Scotland is seeking a Commercial Insurance Account Handler to manage a portfolio of commercial clients from start to finish, ensuring covers are right, placed well, and renewed on time.

You'll work with senior brokers and account executives, developing knowledge of property, liability, motor fleet and package policies while building insurer relationships. Mentoring and CII qualification support are provided.

Qualifications

Experience in a commercial lines account handling or broking role.
Strong knowledge of commercial products such as property, liability, motor fleet, and package policies.
Excellent negotiation and communication skills, written and verbal.
Well organised and able to manage workload to meet renewal deadlines.
Understanding of FCA regulatory requirements.

Responsibilities

Manage a portfolio of commercial clients, handling renewals, mid-term adjustments and new business.
Gather client information and prepare market presentations.
Approach insurers, negotiate terms, and compare quotes to achieve best outcomes.
Produce renewal reports, cover summaries and recommendations.
Build strong relationships with clients and insurer partners.
Spot cross-selling opportunities and gaps in cover.
Maintain accurate records on the broking system in line with FCA and internal standards.
Assist with claims queries alongside the claims team when needed.
Help develop processes and ways of working as the business grows.

Skills

Commercial lines experience

Negotiation skills

Communication skills

Organisation & time management

FCA regulatory understanding

Education

Cert CII (or working towards it)

Tools

Broking systems

Job description

Commercial Insurance Account Handler

Location: Perth, Scotland

About the company

A newly established commercial insurance business based in Perth. It's built around a team of experienced industry experts. Because the business is new, this is a chance to join early, help shape how things are done and grow with the company as it builds its client base across Scotland.

The role

As a Commercial Insurance Account Handler, you'll manage a portfolio of commercial clients from start to finish. You'll be the main day-to-day contact for your clients, making sure their cover is right for them, placed well, and renewed on time. You'll work closely with senior brokers and account executives and learn from people with deep market knowledge.

Key responsibilities

Manage a portfolio of commercial clients, handling renewals, mid-term adjustments and new business
Gather client information and prepare market presentations
Approach insurers, negotiate terms, and compare quotes to get the best outcome for clients
Produce clear renewal reports, cover summaries and recommendations
Build strong relationships with clients and insurer partners
Spot cross-selling opportunities and gaps in cover
Keep records accurate on the broking system, in line with FCA regulations and internal compliance standards
Help with claims queries alongside the claims team where needed
Help develop processes and ways of working as the business grows

About you

Essential:

Experience in a commercial lines account handling or broking role
Good knowledge of commercial products such as property, liability, motor fleet, and combined or package policies
Strong negotiation and communication skills, both written and verbal
Well organised, able to manage your own workload and meet renewal deadlines
Understanding of FCA regulatory requirements
A proactive, adaptable approach that suits a growing business

Desirable: