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Commercial Account Handler

Job description

Our client is a leading insurance broker in Scotland, and they are currently seeking a Commercial Account Handler to join their team in Central Glasgow. As a Commercial Account Handler, you will be responsible for managing a portfolio of commercial clients, providing a first-class service and building strong relationships with clients.

What's different about this role?

Our client is looking to expand into 'niche' areas. If you have a passion or expertise in something such as Sport, Hotel and Travel, Marine or Professional Indemnity to name a few, then this could be the natural next step for you to work in an area you love.

Key responsibilities:

  • Build and maintain strong relationships with commercial clients, providing a high level of service and support.
  • Ensure accurate and timely processing of policy renewals, adjustments, and claims.
  • Identify opportunities for growth within your portfolio and proactively cross-sell additional products and services.
  • Manage client expectations and negotiate with Underwriters to obtain the best possible terms.
  • Maintain accurate and up-to-date records in our CRM system.

Skills and experience:

  • Previous experience in a commercial insurance role, ideally within a broker environment.
  • Knowledge of commercial insurance products and underwriting principles.
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships.
  • Strong organisational and time management skills, with the ability to manage a large portfolio of clients.
  • Ability to work effectively within a team environment.

If you are a highly motivated individual with a passion for delivering excellent customer service and have the skills and experience required for this position, then we would love to hear from you.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.