Back to search
About Us
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.
The Role
As an Insurance Account Handler, you will play a key role in managing a portfolio of clients and their 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 Kirkintilloch 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 personal 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 were 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.
