Greenwood Moreland are an insurance broker in Scotland, employing over 50 staff across 6 offices and control approximately 20m of GWP spread across a mix of commercial, niche and personal insurance clients. Greenwood Moreland are proudly part of the wider JMG Group who are a top 30 UK Broker and growing rapidly.
Overall objective
:
Due to continued success and business growth, we are looking to expand our hugely successful Commercial Team, with an additional experienced Account Handler who would like to develop their career and have the opportunity to visit clients and help build and maintain a successful book of business in collaboration with a fully supportive and dedicated Account Executive.
Key duties will include
Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
Managing existing commercial insurance policies including commercial combined, property, liability and fleet plus others
Completing premium financing arrangements
Working closely with a dedicated Commercial Account Executive
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 Account 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 as an Account Handler in a similar broking environment.
Working knowledge of most commercial lines 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
Healthcare scheme
Free Parking
Job Type: Full-time
Pay: 30,000.00-35,000.00 per year
Benefits:
Additional leave
Company pension
Cycle to work scheme
Enhanced maternity leave
Enhanced paternity leave
Health & wellbeing programme
On-site parking
Paid volunteer time
Sick pay
Schedule:
Monday to Friday
Work Location: In person
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.