Support Associate

4 weeks ago


Woking, Surrey, United Kingdom Gallagher Full time
About the Role

We are seeking a highly skilled and experienced Benefits and HR Consultant to join our team at Gallagher. As a key member of our benefits and HR consulting team, you will play a crucial role in helping our clients build workplaces that work better.

Key Responsibilities
  • Develop and maintain strong relationships with clients to provide efficient service and manage their expectations.
  • Collaborate closely with Associate Consultants, Consultants, and insurers/product providers to deliver business quotations and information.
  • Work collaboratively in a team to deliver an outstanding administration service to both internal and external clients.
  • Assist with client requests, queries, and general client correspondence.
  • Process new business, re-brokes, scheme renewals, underwriting, and claims in a compliant and profitable manner.
  • Adhere to specific time deadlines and service levels agreed with clients and line management.
  • Ensure accurate and up-to-date records, particularly in Adviser Office (CRM) & Virtual Cabinet software.
  • Maintain a diary system to facilitate efficient oversight and workflow within the team.
  • Carry out all duties in accordance with internal policies, procedures, and applicable laws, rules, regulations, good governance, and Gallagher's shared values, with a focus on putting clients at the heart of the business.
About You

We are looking for a candidate with:

  • Proven administration experience of Group Life assurance, Group Income Protection, Group Critical Illness, and Group Healthcare.
  • Proven experience in Financial Services administration.
  • Strong verbal and written communication skills at all levels, both internally and externally.
  • A high level of accuracy and attention to detail in all areas of work.
  • Excellent organization skills, with the ability to work to tight deadlines and handle multiple tasks.
  • IT literacy, proficient in Microsoft Office (Excel, Word) and relevant internal systems/databases.
  • Awareness of the regulatory requirements for 'advised' and 'non-advised' sales, including the standards and knowledge required for giving advice and making recommendations to customers.
  • A good standard of general education, including Maths and English.
  • CII Group Risk (GR1) and Healthcare (IF7) certifications (desirable).
What We Offer

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

  • A minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days.
  • A 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.
  • 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.

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