Insurance Account Handler – Personal Lines

Location: Lanarkshire

Schedule: Full-time, office-based | Monday–Friday, 9am–5pm

About the Company

Respected and growing insurance broking company, built on customer excellence and a commitment to always doing the right thing, this company combines talented people, modern systems and robust processes to deliver exceptional service and long-term client relationships.

The Role

As an Insurance Account Handler in the Personal Lines team, you will manage a portfolio of clients and their personal insurance policies, working closely with them to understand their needs and provide the right cover. This is a full-time, office-based role.

Key Responsibilities

• Client Relationship Management: Build and maintain strong relationships with clients, understanding their insurance requirements and providing professional guidance.
• Policy Administration: Handle the end-to-end administration of 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.