Client Adviser

6 months ago

Guildford, United Kingdom Gallagher Full time

About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

Overview:
We are looking to recruit a Client Adviser to join our growing Community Team based out of our Guildford office. This is an exciting opportunity for progression that would involve a dual role of team leader activity and managing your own book of clients.

Our Community team is a fast-paced, collaborative group of dynamic professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.

You will be responsible for managing 3 direct reports and providing effective account servicing support of client accounts on a largely SME Delegated Authority led book, supported by Acturis automation.

This will be a hybrid role with 2x/week in the office, the rest from home.

**Responsibilities**:

- You will have 3 reports (Account Handlers) reporting directly to you: you will be tasked to manage their performance appraisals, 121s, KPIs, etc.
- You will take ownership of and look after a Delegated Authority led book of cross-class commercial clients within the Community division.
- Managing the Acturis automation process for our SME client book, along with any mid-term adjustments and renewal exceptions.
- Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
- Obtain renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
- Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
- Liaise with clients and insurers. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
- Deal with account queries and credit control matters highlighting any concerns.
- Keep accurate records and process in accordance with our agreed procedures, to ensure renewals are delivered in a timely manner to ensure positive outcomes for our clients.

Qualifications:

- Commercial insurance knowledge is essential.
- Experience coaching/mentoring/training colleagues is ideal.
- Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent.
- Worked to targets within a regulated, measurable framework and achieved SLA’s.
- Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills.
- Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information.
- Highly accurate with a strong attention to detail, using initiative when assisting team members.
- Fully proficient in Acturis.
- Eligible to work in the UK.

LI-JJG

Compensation and Benefits:
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the **minimum core benefits** you’ll get, depending on your job level these benefits may improve:

- Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
- Defined contribution pension scheme, which Gallagher will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance

**Other benefits include**:

- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more

**We value inclusion and diversity**

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to su

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