Commercial Account Handler – Small Biz Insurance (Hybrid)

IDEX Consulting Ltd; Perth; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

5% pension

27 days holiday + 9 bank holidays

Birthday off

Bupa cash plan

4x salary death in service

Full training and career development

Free parking

Job summary

IDEX Consulting Ltd in Perth, Scotland, is seeking an experienced Commercial Account Handler to manage a portfolio of Small Business policies in a fast-paced, e-trade driven environment. You will work closely with clients and insurers, identify cross-selling opportunities and maintain compliant records with strong attention to detail.

The role offers hybrid working after probation (3 days in the office, 2 days from home) with 5% pension, generous holiday, and ongoing training to develop

Qualifications

• Experience in a commercial insurance broking environment.
• Experience with e-trade insurance products.
• Strong administration skills with high attention to detail.
• Good knowledge of FCA compliance.
• Strong communication and customer service skills.
• Excellent organisation and time management.
• Good IT skills and software literacy.
• Acturis experience would be advantageous.

Responsibilities

• Manage existing Small Business insurance policies.
• Deal with clients and insurers on a day-to-day basis.
• Advise clients on existing insurance products.
• Complete premium finance arrangements.
• Identify cross-selling opportunities.
• Maintain accurate and compliant records.
• Ensure FCA and company procedures are followed.
• Build strong client relationships.
• Manage your own workload and meet deadlines.
• Take part in ongoing training and development.

Skills

Commercial insurance

e-trade insurance

Administration

FCA compliance

Communication

Time management

IT skills

Acturis

Tools

Acturis

Job description

IDEX Consulting Ltd in Perth, Scotland, is seeking an experienced Commercial Account Handler to manage a portfolio of Small Business policies in a fast-paced, e-trade driven environment. You will work closely with clients and insurers, identify cross-selling opportunities and maintain compliant records with strong attention to detail.

The role offers hybrid working after probation (3 days in the office, 2 days from home) with 5% pension, generous holiday, and ongoing training to develop