Senior Account Handler

Capio Recruitment Insurance; Glasgow; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Strong company benefits

Job summary

Capio Recruitment Insurance in Glasgow is seeking an experienced Senior Account Handler for Financial Lines (MLP/D&O). You will own and manage a growing D&O/Management Liability portfolio with direct market access, client meetings, and regional collaboration.

Ideal candidates have strong Financial Lines/account handling experience, knowledge of Lloyd's/London placement processes, and are comfortable managing client renewals independently.

Qualifications

• Demonstrated account handling or broking experience within Financial Lines, with strong knowledge of Directors & Officers (D&O) / Management Liability.
• Strong technical broking background with understanding of Lloyd's and London Market placement processes and documentation.
• Comfortable managing direct client relationships and running renewal meetings independently.
• Progress towards or completion of ACII qualifications is welcomed, as is wider familiarity with Cyber or Financial Institutions risks.

Responsibilities

• Manage cradle-to-grave lifecycle of an established Directors & Officers / Management Liability book with day-to-day autonomy.
• Negotiate risk placements directly with Lloyd's and company market underwriters to broaden your underwriter network.
• Conduct face-to-face and virtual client meetings to advise on coverage and programme structure.
• Collaborate with Regional PI teams and London market specialists to identify D&O cross-sell opportunities.

Skills

Account handling

Financial Lines

D&O

Client relationships

Lloyd's placement

Education

ACII qualification

Job description

Senior Account Handler (Financial Lines - MLP / D&O) - Glasgow

Salary: £45,000 - £55,000 (potentially negotiable depending on experience)

Benefits: Strong company benefits

About the Company

A major independent international insurance broker with a strong national network of regional hubs. Known for its entrepreneurial culture and specialist capabilities, the business combines regional client focus with direct London Market placement power, encouraging employees to take true ownership of their specialist areas.

Role Summary

If you are an experienced Financial Lines specialist looking for genuine account ownership, this position offers complete cradle-to-grave handling without the typical division between desk handler and field executive. Stepping into a newly reshaped regional unit capturing business transferring from London, you will take ownership of a growing portfolio of Management Liability / D&O risks, giving you direct market access, client interaction, and the flexibility to shape the role towards technical specialism or future team leadership.

Key Responsibilities

• Manage the complete cradle-to-grave lifecycle of an established Directors & Officers / Management Liability book, giving you total day-to-day autonomy over your portfolio without hand-offs to external Account Executives.
• Negotiate risk placements directly with Lloyd's and company market underwriters, expanding your personal underwriter network and sharpening your specialist broking expertise.
• Conduct face-to-face and virtual client meetings to advise on coverage and structure programmes, elevating your profile as a technical specialist rather than a purely administrative handler.
• Partner with regional Professional Indemnity teams and London market specialists to identify and secure D&O cross-sell opportunities, giving you immediate exposure to larger, more complex corporate accounts.

Requirements

• Demonstrated account handling or broking experience within Financial Lines, with strong knowledge of Directors & Officers (D&O) / Management Liability.
• Strong technical broking background with understanding of Lloyd's and London Market placement processes and documentation.
• Comfortable managing direct client relationships and running renewal meetings independently.
• Progress towards or completion of ACII qualifications is welcomed, as is wider familiarity with Cyber or Financial Institutions risks.

Related Job Titles

Financial Lines Account Handler, D&O Broker, Senior Financial Lines Broker, Management Liability Account Handler, Corporate Account Handler - Financial Lines

Referral scheme

We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.