Commercial Account Handler

3 weeks ago

Exeter, United Kingdom Gallagher Full time

The Exeter broking team are looking for a client focussed Insurance Account Handler to join them. Our clients need first class professional advice and service, this is why we hire top talent to handle their insurance programmes.

Working together with experienced Account Executives, you will provide a proactive yet varied service to businesses, across a variety of sectors who are predominately based in the South West.

The main objective of the role is to acquire optimum account retention and growth, via the account management, broking and technical support that you provide to new and existing clients. You’ll have the opportunity to build a strong understanding of our clients, their business and their future aspirations.

**Your Role**:

- To be involved in the renewal strategy of those clients you are working with.
- Obtain renewal terms for clients and research suitable alternatives to produce presentations; our account managers discuss these with clients during face to face meetings.
- Negotiate and coordinate quotations and terms for our clients along with managing any mid-term adjustments required by the client.
- Ensure all client details are recorded accurately and entered onto system in a timely fashion.
- Manage insurer queries in relation to client 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 by Account Executive.
- Deal with account queries and credit control matters highlighting any concerns to Account Executives 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.
- Insurance administration, and technical knowledge, gained within a commercial setting.
- 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 MS office
- 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.

**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.

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