Trainee Client Advisor

7 months ago

Chelmsford, 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 bright, motivated, and hardworking individual to join our Chelmsford based team as a Trainee Client Advisor. You will play a crucial role in ensuring the smooth operation of our insurance processes and will work within our Regional Business Support team as part of Gallagher’s highly successful Public Sector, Education & Housing team.

We’re looking for someone with an eye for detail; good communication skills; and an ability to learn quickly. This role is a gateway to a very rewarding career as a professionally qualified advisor, and you don't even need to have any insurance experience to be considered.

**Responsibilities**:
**Renewal Processing**
- Handle the timely processing of insurance policy renewals, ensuring accuracy and adherence to company guidelines.
- Update and maintain renewal records as part of the renewal process.
- Facilitate the production of leaseholder disclosure documentation to meet regulatory requirements for identified policy holders

**Debiting on Acturis**
- Utilise Acturis to accurately debit premiums and process financial transactions.
- Verify premium calculations, policy endorsements, and other financial details.
- Collaborate with the finance team to reconcile accounts and resolve any discrepancies.

**Document Production**
- Generate and prepare various insurance documents, including policy schedules, certificates, endorsements, and invoices.
- Ensure all documents are accurate, properly formatted, and comply with legal and regulatory standards.
- Maintain a well-organised filing system for easy retrieval of documents.

**Formatting Reports and Collating Information**
- Assist in the preparation and formatting of reports, presentations, and other documents as needed.
- Collate and organise information from various sources to support decision-making and reporting processes.
- Ensure data accuracy and maintain confidentiality of sensitive information.

Qualifications:

- Educated to A-levels standard or equivalent.
- Excellent attention to detail and accuracy in data entry and document production.
- Strong organisational and time management skills, with the ability to prioritise tasks effectively.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to work independently and collaboratively in a team environment.
- Strong problem-solving and analytical skills.
- Eligible to work in the UK

**About rewards and compensation**

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’ 5 more 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**

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
- ** Personal use tickets to Premiership Rugby Matches**:

- 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

LI-JJG

Additional Information:
**Gallagher is Disability Confident Committed.** We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and 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, national

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