Insurance Client Advisor

Description:

Gallagher is looking for a talented Insurance Client Advisor to join their global brokerage team. You will work alongside experienced Account Executives, providing exceptional service to customers and ensuring optimal account retention and growth. The role involves acquiring renewal terms, managing insurer queries, processing policies, and supporting clients with insurance documentation and adjustments. Gallagher seeks individuals who are passionate about customer service and have a strong attention to detail to maintain the highest standards in client account management.

Key Responsibilities:

• Create documents for new customers outlining their insurance requirements
• Obtain and present renewal terms for customers, researching suitable alternatives
• Coordinate renewal quotes for existing customers and manage mid-term adjustments
• Ensure all customer details are accurately entered into the system
• Manage insurer queries and process policies, ensuring timely documentation delivery
• Handle account queries and credit control matters, flagging concerns to account managers
• Grasp and apply legal and regulatory policy for insurance contracts
• Assist with account retention and client loyalty initiatives

Required Skills and Experience:

• Holding or working towards Chartered Insurance Institute Qualifications: Dip CII/FIT (desirable)
• Insurance administration experience, ideally in a commercial setting
• Ability to work to targets and achieve SLAs within a regulated framework
• Strong rapport-building and communication skills
• Process-driven, detail-oriented, and able to meet deadlines
• Proficiency in MS Office
• Eligible to work in the UK

Compensation And Benefits:

• Minimum 25 days holiday, plus bank holidays, with an option to purchase extra days
• Defined contribution pension scheme (Gallagher contributes)
• Life insurance (4x your annual salary, with an option to top up)
• Income protection (up to 50% of annual income, with options to top up)
• Health cash plan or private medical insurance
• Three paid volunteering days per year
• Employee Stock Purchase plan
• Share incentive plan
• Critical illness cover
• Discounted gym membership
• Season ticket loan
• Emergency family care and discounted vouchers for shopping

Gallagher's Commitment to Diversity:
Gallagher values diversity and inclusion in the workplace. They are committed to a fair and inclusive recruitment process, ensuring that all individuals are treated equally and with respect. The company is proud to be a Disability Confident Committed employer and encourages applications from individuals with disabilities, offering reasonable adjustments as necessary.