Account Handler

Greenwood Moreland are an insurance broker in Scotland, employing over 50 staff across 7 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 – a top 30 UK broker with a strong presence across the UK who are experiencing rapid growth and continued success in the market.
 
JMG Group place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing - values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.
 
The Role 
 
As an Insurance Account Handler in our Personal Lines team, you will play a key role in managing a portfolio of clients and their Personal insurance policies. You will work closely with the clients to understand their needs, provide expert advice, and ensure they receive the best insurance solutions. The role is based at our Hamilton office and is a full-time, officed 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 we’re looking for: 

To be successful in this role, we are looking for the following skills.

Ideally some knowledge or experience gained from within the Insurance industry, or financial services – however this is not essential as full training will be provided. 
Strong customer service skills  
Excellent communication and interpersonal skills 
IT proficiency with knowledge of all MS Office programmes  
Ability to work collaboratively in a fast-paced, team-oriented environment. This is an office-based role, covering Monday to Friday 9am to 5pm with 1 hour for lunch.  
What we offer

Death in service
Enhanced maternity/ paternity leave
Company pension
Cycle to work scheme
Free parking
Health & wellbeing programme
Referral programme
Casual dress
Many more
REF-(Apply online only)