Schemes Account Handler

Gallagher; City of Edinburgh; On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher's Edinburgh office is seeking a Schemes Account Handler to join the Schemes team. This role combines client interaction, policy administration, and insurer engagement within a busy environment, offering a pathway to develop a long-term career in insurance.

You will work with a supportive leadership team, delivering excellent service to a well-established client portfolio while contributing to a collaborative, high-performing culture.

Qualifications

• Customer-focused approach with commitment to great outcomes.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational abilities.
• Confidence using systems and Microsoft Office applications.

Responsibilities

• Managing policy renewals, new business and mid-term adjustments across our schemes portfolio.
• Building strong relationships with clients, our Appointed Representative network and insurer partners.
• Providing professional advice and guidance on policy cover and insurance solutions.
• Responding to client enquiries by phone and email, delivering an outstanding customer experience.
• Ensuring all client records and documentation are maintained accurately and compliantly.
• Operating within delegated underwriting and insurer authority agreements.
• Supporting account queries, premium collections and credit control activities.
• Ensuring all work is completed in line with regulatory requirements, company procedures and industry standards.

Skills

Customer-focused

Strong communication

Organisational abilities

Microsoft Office

Education

Progress towards CII qualifications

Tools

Microsoft Office

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Are you looking to build a career in insurance with a market-leading global broker?

Gallagher's Edinburgh office is seeking a Schemes Account Handler to join our successful and growing Schemes team. This is an excellent opportunity to develop your career within a specialist area of insurance, supporting a well-established client portfolio and becoming part of a collaborative, high-performing team.

Led by experienced and supportive leaders, you'll join a close-knit team with a strong reputation for delivering exceptional service and building lasting client relationships. Known for its positive culture, flexibility, and impressive employee tenure, the team offers an environment where colleagues are encouraged to learn, develop, and succeed.

This is a varied and fast-paced role that combines client interaction, policy administration, and insurer engagement, making it ideal for someone who enjoys working in a busy environment, takes pride in delivering excellent service, and is looking to build a long-term career within the insurance industry.

How You'll Make An Impact

• Managing policy renewals, new business and mid-term adjustments across our schemes portfolio.
• Building strong relationships with clients, our Appointed Representative network and insurer partners.
• Providing professional advice and guidance on policy cover and insurance solutions.
• Responding to client enquiries by phone and email, delivering an outstanding customer experience.
• Ensuring all client records and documentation are maintained accurately and compliantly.
• Operating within delegated underwriting and insurer authority agreements.
• Supporting account queries, premium collections and credit control activities.
• Ensuring all work is completed in line with regulatory requirements, company procedures and industry standards.

About You

• Experience within insurance, financial services or another regulated customer service environment would be advantageous.
• A customer-focused approach with a commitment to delivering great outcomes.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational abilities.
• The ability to manage multiple priorities and work effectively within a busy team environment.
• Confidence working with systems and Microsoft Office applications.
• Progress towards, or interest in studying for, CII qualifications would be beneficial.
• Eligibility to work in the UK.

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn't align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. Although this role is listed as full-time, you're in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)