Insurance Account Handler

7 days ago

Kirkintilloch, East Dunbartonshire, United Kingdom Greenwood Moreland Insurance Brokers Full time

About Us

Greenwood Moreland Insurance Brokers is a leading insurance broker in Scotland, employing over 50 staff across 6 offices and managing approximately £20m of Gross Written Premium (GWP) across a mix of commercial, niche, and personal insurance clients. As a proud member of the JMG Group, a top 30 UK Broker, we are committed to delivering exceptional insurance solutions to our clients.

The Role

We are seeking an experienced Insurance Account Handler to join our team in Kirkintilloch. As an Insurance Account Handler, you will play a key role in managing a portfolio of clients and their insurance policies. Your primary responsibility will be to build and maintain strong relationships with clients, understanding their insurance requirements and providing expert advice to ensure they receive the best insurance solutions.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their insurance needs and providing professional guidance to ensure their policies meet their requirements.
  • Policy Administration: Handle the end-to-end administration of personal insurance policies, ensuring accuracy and compliance with industry regulations.
  • Renewals and Upselling: Proactively manage policy renewals, identify upselling opportunities, and contribute to the growth of the client portfolio.
  • Market Knowledge: Stay informed about industry trends, changes in regulations, and emerging products to provide informed advice to clients.
  • Collaboration: Work closely with internal teams, including underwriters and claims specialists, to deliver comprehensive and effective insurance solutions.

Requirements:

  • Insurance Industry Experience: Ideally, you will have some knowledge or experience gained from within the insurance industry or financial services. However, full training will be provided.
  • Strong Customer Service Skills: Excellent communication and interpersonal skills are essential for building strong relationships with clients.
  • IT Proficiency: Proficiency in all MS Office programs is required.
  • Teamwork: Ability to work collaboratively in a fast-paced, team-oriented environment.