Corporate Account Handler

1 month ago


Llantrisant, Rhondda Cynon Taf, United Kingdom Gallagher Full time
About the Role

Gallagher's Llantrisant Office is seeking an experienced Corporate Account Handler to join their established and growing corporate team. As a Corporate Account Handler, you will be responsible for providing a quality service to our clients, acquiring optimal retention numbers, and pushing for growth where appropriate.

Key Responsibilities
  • Create documents for new customers, including mid-term adjustments and renewals information.
  • Ensure all customer details are recorded accurately and entered onto the system in a timely fashion to ensure data integrity.
  • Obtain renewal terms for customers, exploring other options before providing the best available solution.
  • Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
  • Manage insurer and customer queries about their policies.
  • 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.
  • Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
About You

We are looking for a previous experience working as an Account Handler within the commercial insurance market is essential. Knowledge of lines of business such as Property, Casualty, Professional Indemnity, D&O, Motor Trade/Fleet is also required. Prior experience handling corporate clients would be an advantage.

You should be risk aware in handling customer information, 100% customer centric, focused on the best possible outcome for our customers at all times. Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII, or ACII would be an advantage.

Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry is also required. Due diligence and process driven to deadlines, task focused, results oriented, and takes initiative when assisting team members.

Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail are also essential.

What We Offer

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, and many more…



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