Client Advisor

6 months ago

Swindon, United Kingdom Gallagher Full time

**Client Advisor**

Location: Swindon 2 days in the office/3 days at home

Happy to consider 1-2x/month in the office

We are looking to recruit a Client Advisor to join our growing successful Public Sector and Education Division based in Swindon.

Our Public Sector and Education Division is a fast-paced, collaborative, and competitive group of professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.

You will be responsible for providing account servicing support and ensuring effective servicing of client accounts.

Reporting directly in to the PSE Team Manager, you will work with experienced Client Directors and together provide outstanding service to our clients within the Public Sector and Education division.

**Your Role**
- Create documents for new customers about their insurance requirements.
- Obtain renewal terms for customers and research suitable alternatives to produce presentations.
- Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered.
- Ensure all customer details are recorded accurately and entered onto system in a timely fashion
- Manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
- Secure delivery of policy documentation from insurers and check prior to approval and release.
- Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner.

**Your Skills, Experience and Qualifications**
- 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.
- Larger commercial to corporate insurance cross class experience is desirable.
- Worked to targets within a regulated, measurable framework and achieved SLA’s.
- Risk aware in handling customer information. Able to recognise potential risk and seek advice when required.
- 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.

**What we offer you**

We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team. Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.

We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group. By welcoming and encouraging diverse opinions and backgrounds within our organisation, we will have a healthier, more innovative and ultimately more profitable business.

We invest in our talent through leadership academies, mentoring opportunities, professional qualifications, and development programmes. We are able to provide our colleagues with a platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment.

We provide a competitive benefits package, agile working, annual pay reviews, in addition to various flexible benefits (enhanced pension contributions, access to our discount portal and Gallagher Premiership Rugby Tickets to name a few).

**About Us**

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture motivated by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. As a member of our global brokerage team, you’ll help our clients address risk, protect assets and recover from losses.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

**Salary**: £30,000.00-£40,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Gym membership
- Paid volunteer time
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- Commercial Insurance: 3 years (preferred)

Work Location: Hybrid remote in England, SN1 1GW

Reference ID: 101

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