Commercial Account Handler

Greenwood Moreland Insurance Brokers; Hamilton; Hybrid; GBP 25,000 - 45,000; Full time

Benefits offered by this job

27 days holiday

Birthday off

Company pension

Hybrid working

Job summary

Greenwood Moreland Insurance Brokers in Scotland is seeking an Insurance Broker to maximise sales by converting enquiries into live policies, while delivering excellent customer service.

The role emphasizes building relationships with SME, Commercial and Agricultural clients, handling calls, providing quotes, and supporting retention with accurate, compliant processes. Hybrid working offered with one day from home after training.

Qualifications

• Previous insurance sales experience, ideally within SME, Commercial or Agricultural markets.
• Ability to build and maintain good relationships with clients and insurers.
• Knowledge of FCA compliance principles.

Responsibilities

• Convert enquiries into live policies and maximise sales.
• Maximise customer retention and revenue opportunities.
• Handle calls, provide quotes, close sales and field customer enquiries.

Skills

Insurance sales

Customer service

Relationship building

Multi-tasking

Communication skills

Education

Cert CII (in progress)

Tools

SSP

Acturis

Job description

Greenwood Moreland are one of Scotland’s largest professional insurance brokers. Since 1964, we have helped our customers and clients to arrange insurance programmes and purchase appropriate insurance covers to protect their personal and business assets from risks and liabilities. Greenwood Moreland are proudly part of the wider JMG Group – a top 30 UK broker with a strong presence across the UK who are experiencing rapid growth and continued success in the market.

JMG Group place in excess of £500 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing - values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.

Due to continued growth and widening of our product portfolio into the agricultural market, we are looking for an additional Insurance Broker to join the team.

The Opportunity

Working at Greenwood Moreland as an Insurance Broker, you will be required to maximise sales performance by way of converting enquiries into live policies, and you will maximise customer retention and all revenue opportunities whilst providing effective customer service by handling calls, providing quotations, closing sales, and facilitating customer enquiries.

Key Skills/Experience Required

To be considered for this position you must possess the following:

• Previous insurance sales experience, ideally within the SME, Commercial or Agricultural marketplace.
• Ability to build and maintain good working relationships with colleagues and customers
• Knowledge of insurance products and principles of FCA compliance
• Proven track record of sales success within a customer service focused environment
• Ability to multi-task and handle large caseloads
• I.T. skills including use of an insurance IT system, ideally SSP or Acturis
• The ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Willingness to work towards Cert CII or already hold qualifications
• 27 days holiday entitlement +birthday off +additional days available for purchase
• Company pension
• Hybrid working options (1 day per week from home, following training period)