Commercial Account Handler

GS-Group; Perth; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Company Pension

Birthday day off

Training and development

Generous holiday entitlement

Job summary

GS Group in Scotland is seeking an experienced Account Handler to join our Commercial Team. You will manage existing policies across commercial lines, advise clients, and work with an Account Executive to grow a trusted book of business while ensuring FCA compliance and high service standards.

You will need solid broking experience, strong administration and numeracy, and excellent communication skills to handle clients, insurers and internal colleagues.

Qualifications

• Experience as an Account Handler in a broking environment.
• Knowledge of most commercial lines insurance products.
• Experience meeting FCA compliance standards.
• Strong administration skills with keen attention to detail.
• Ability to prioritise and organise workload to meet deadlines.
• Numerical accuracy in processing premiums and figures.
• Excellent communication skills across in-person, phone and email.
• Strong time management with the ability to meet deadlines.
• Proficient in MS Office; familiarity with Acturis preferred.
• Regulatory and compliance awareness.

Responsibilities

• Ensure accuracy, efficiency and professionalism when dealing with clients and insurers.
• Manage existing commercial insurance policies (commercial combined, property, liability, fleet, etc.).
• Complete premium financing arrangements.
• Work closely with a dedicated Commercial Account Executive.
• Advise clients on existing products to fit their needs.
• Ensure bad debt queries are dealt with per company procedures.
• Comply with FCA regulations and Conduct Policy.
• Participate in training and development to improve skills.
• Develop professional relationships with clients and provide expert guidance.
• Promote cross-sell opportunities and in-house premium finance.

Skills

Account handling

Commercial insurance

FCA compliance

Administration

Prioritisation

Numerical accuracy

Communication skills

Time management

Tools

Acturis

MS Office

Job description

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.

The opportunity

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

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

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

What we offer

• Competitive Salary & Package commensurate with level of experience
• Company Pension scheme
• Generous holiday entitlement, including birthday day off
• Full training and career development support