Commercial Account Handler

GS-Group; Perth; On-site; GBP 25,000 - 45,000; Full time

Job summary

Join a leading insurance broker in Scotland as an Account Handler, where your expertise will help clients navigate their insurance needs. This role offers the chance to work closely with a dedicated Account Executive, ensuring a professional and compliant experience for clients. You will manage commercial insurance policies, advise clients, and promote exceptional customer care standards. Enjoy a supportive environment that fosters career development and offers competitive salaries, generous holiday entitlements, and a company pension scheme. If you are passionate about delivering top-notch service and have a keen eye for detail, this opportunity is perfect for you.

Benefits

Company Pension Scheme

Generous Holiday Entitlement

Birthday Day Off

Full Training and Career Development Support

Free Parking

Qualifications

• Experience as an Account Handler in a broking environment.
• Knowledge of commercial lines insurance products and FCA compliance.

Responsibilities

• Manage existing commercial insurance policies and ensure compliance.
• Provide expert product advice and maintain client relationships.

Skills

Account Handling

Commercial Lines Insurance Knowledge

FCA Compliance

Strong Administration Skills

Communication Skills

Time Management

IT Proficiency (MS Office, Acturis)

Numerical Accuracy

Tools

MS Office

Acturis

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from GS-Group

Group Recruitment Partner - Hiring top talent for one of the UK’s leading Insurance Brokers

Established in 1991, GS Group is one of the leading insurance brokers in Scotland and proudly part of the wider JMG Group. Our focus has always been on employing people that are approachable and are passionate about delivering for our clients. This has resulted in consistent growth, with GS Group doubling in size every five years. We now operate out of five locations, with more to come and receive all of the benefits of being part of a UK wide PE backed top 30 broker.

Overall objective:

Due to continued success and business growth, we are looking to expand our hugely successful Commercial Team, with an additional experienced Account Handler who would like to develop their career and have the opportunity to visit clients and help build and maintain a successful book of business in collaboration with a fully supportive and dedicated Account Executive.

Key duties will include

1. Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
2. Managing existing commercial insurance policies including commercial combined, property, liability and fleet plus others
3. Completing premium financing arrangements
4. Working closely with a dedicated Commercial Account Executive
5. Advising clients on existing products in accordance with their needs
6. Ensure bad debt queries are dealt with efficiently and in line with company procedure.
7. Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
8. Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
9. Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
10. Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
11. Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
12. Secure additional cross sell revenue opportunities from other classes of insurance
13. Promote and increase the use of in-house premium finance, from insurer schemes.

What we’re looking for

Our Account Handlers are vital in ensuring that GS Group clients have a professional and compliant experience. To be successful in the role, you must have the following skills.

1. Previous experience gained from working as an Account Handler in a similar broking environment.
2. Working knowledge of most commercial lines insurance products.
3. Experience of working to high standards and FCA Compliance.
4. Strong administration skills, coupled with a very keen eye for detail.
5. Ability to prioritise and organise own workload to ensure deadlines are met.
6. Numerical accuracy.
7. Exemplary communication skills, in person, on the phone and via email.
8. Strong time management skills, with the ability to meet deadlines.
9. IT proficiency with the use of most MS Office products and ideally Acturis.
10. Regulatory and compliance awareness.

What we offer

1. Competitive Salary & Package commensurate with level of experience
2. Company Pension scheme
3. Generous holiday entitlement, including birthday day off
4. Full training and career development support
5. Free Parking

Seniority level

Not Applicable

Employment type

Full-time

Job function

Administrative, Sales, and Business Development

Industries

Insurance Agencies and Brokerages