Commercial Account Handler

1 day ago


Edinburgh, Edinburgh, United Kingdom Gallagher Full time
Role Overview

Are you passionate about providing expert advice to clients on their risk and insurance requirements? Do you have a keen eye for detail and a passion for delivering exceptional customer service?

Gallagher, a leading global insurance brokerage, is seeking a Commercial Account Handler to join their established team in Edinburgh. As a key member of our Retail Broking Division, you will be responsible for delivering high-quality service to clients, acquiring optimal retention numbers, and identifying opportunities to provide additional products and services.

Key Responsibilities
  • Advise clients on their risk and insurance requirements, both directly and in supporting Account Executives
  • Negotiate with insurers and obtain the best possible terms for clients, using knowledge of the market and the products best suited to their needs
  • Prepare reports from meeting minutes and ensure cover is bound by renewal date
  • Create documents for new clients, including mid-term adjustments and renewals information
  • Deal with insurer and client queries about policies, confirm cover with relevant insurers, and process policies
  • Deal with account queries and credit control matters, highlighting any concerns to Account Managers
  • Apply fundamental legal and regulatory policies in relation to internal policies and the insurance contract as required

About You

We're looking for a highly motivated and customer-focused individual with excellent communication and interpersonal skills. Previous experience in the insurance industry is essential, as is having worked to targets within a regulated, measurable framework and achieved Service Level Agreements. A Chartered Insurance Institute qualification or equivalent is also desirable.

Benefits

In addition to a competitive salary, you'll enjoy a range of benefits, including a minimum of 25 days' holiday, a defined contribution pension scheme, life insurance, and income protection. You'll also have access to a range of training and development opportunities to help you grow your career with Gallagher.
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