Pension Client Support Specialist

4 weeks ago


Birmingham, Birmingham, United Kingdom Gallagher Full time
About the Role

We are seeking a highly skilled and detail-oriented Account Executive to join our team at Gallagher. As a key member of our team, you will be responsible for efficiently managing the administration of Corporate Group Risk and Group Healthcare schemes.

Key Responsibilities
  • Build strong internal and external relationships to provide an efficient service to clients, effectively managing their expectations.
  • Collaborate with Associate Consultants, Consultants, and insurers/product providers to obtain new business quotations and relevant information.
  • Work within a team to deliver first-class administrative support to both internal and external clients.
  • Handle client requests, queries, and general correspondence with professionalism.
  • Manage new business processing, re-broking, scheme renewals, underwriting, and claims in a compliant and profitable manner.
  • Meet specific deadlines and service levels agreed with clients and line management.
  • Maintain accurate and up-to-date records using Adviser Office (CRM) & Virtual Cabinet software.
  • Keep an organised diary system for efficient workflow within the team.
  • Perform general office duties, including filing and document maintenance.
  • Adhere to internal policies and procedures, ensuring compliance with applicable laws, regulations, and Gallagher's shared values, with a focus on placing clients at the centre of our business.
About You

We are looking for someone with demonstrable experience in administering Group Life Assurance, Group Income Protection, Group Critical Illness, and Group Healthcare schemes. You should have a proven background in Financial Services administration and strong communication skills, both written and verbal, with the ability to engage effectively at all levels.

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, life insurance, income protection, and many more.



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