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 elaine.mccrink@lawesgroup.co.uk or call 07880 553345.