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Personal Lines Account Handler

Job description

This fiercely independent brokerage is seeking an experienced professional to join their team in Haddington.
The role would be perfect an experienced Account Handler from either Personal Lines or Private Clients or even someone currently working within some sort of client focused insurance based role (claims, underwriting, etc) looking to progress into an Account Handler position.


What can you expect?

  • An opportunity to join an established and client focused broking team and to work on a variety of complex commercial insurance policies
  • Full on the job training
  • A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
  • To build and maintain an excellent rapport with clients, providers and colleagues across the business


We will rely on you to:

  • Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards
  • Manage all day to day queries, renewals, amendments and mid-term adjustments
  • Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth
  • Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience
  • Maintains a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients


If you are interested in this role, please contact me on:

craig.sutherland@idexconsulting.com / 07776 670 323

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