Insurance Broker - Personal Lines

Insurance Account Handler – Personal Lines

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

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.

What They Are Looking For

• Some knowledge or experience within insurance or financial services is ideal but not essential — full training is provided.
• Strong customer service skills.
• Excellent communication and interpersonal skills.
• IT proficiency, including confidence with MS Office.
• Ability to work collaboratively in a fast-paced, team-oriented environment.

What They Offer

• Death in service benefit
• Enhanced maternity/paternity leave
• Company pension
• Cycle to work scheme
• Free parking
• Health & wellbeing programme
• Referral programme
• Casual dress
• Many more

For more information on this role and a confidential chat, please forward your CV to [email protected] or call 07880 553345.