Small Business Unit Handler

GS-Group; Perth; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Company pension

Birthday day off

Training & development

Job summary

GS Group in Scotland (Perth) is expanding its Small Business Unit, seeking an experienced Small Business Unit Handler to manage existing policies and advise clients on cover. You will ensure FCA compliance, handle premium financing, and provide high levels of customer care.

The role offers full training, career development, and a competitive package aligned to experience, with generous holiday entitlement and a supportive pension scheme.

Qualifications

• Experience in a broking environment with FCA compliance.
• Knowledge of e-trade insurance products and regulatory requirements.
• Strong administration, precision, and attention to detail.
• Excellent communication in person, on the phone, and by email.
• Ability to prioritise and manage workload to meet deadlines.
• Familiarity with Acturis and MS Office.

Responsibilities

• Managing existing Small Business insurance policies.
• Completing premium financing arrangements.
• Advising clients on existing products according to their needs.
• Ensuring compliance with FCA regulation and company policies.
• Handle complaints in line with regulatory requirements.
• Participate in learning and development courses.

Skills

Broking experience

e-trade insurance

FCA compliance

Administration

Numerical accuracy

Excellent communication

Time management

MS Office

Acturis

Regulatory awareness

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 Small Business Unit team, with an additional experienced Small Business Unit Handler who would like to develop their career.

Key duties will include

• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
• Managing existing Small Business insurance policies.
• Completing premium financing arrangements
• 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 Small Business Unit 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 in a similar broking environment.
• Working knowledge of e-trade 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