Account Handler

2 weeks ago

London, Greater London, United Kingdom Gallagher Full time
Account Handler Job Description

We are seeking an experienced Account Handler to join our team at Gallagher, a leading insurance broker. As an Account Handler, you will be responsible for servicing Public Sector accounts within the renewal lifecycle process.

Key Responsibilities:
  • Assist in the renewal process, preparation of submission, and gathering of information.
  • Coordinate all renewal quotes for existing customers, including mid-term adjustments.
  • Record customer details accurately and enter them onto systems in a timely fashion.
  • Manage insurer queries related to customer policies, confirm cover with relevant insurers, and process policies.
  • Secure delivery of policy documentation from insurers and check prior to approval and release.
  • Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and terms for policies.
  • Manage accounts and process payments by deliverable dates.
  • Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns raised.
Requirements:
  • Holding or working towards one of the Chartered Insurance Institute Qualifications: Dip CII/ FIT (Fitness Insurance Test) desirable.
  • Insurance administration experience desirable.
  • Worked to targets within a regulated, measurable framework and achieved SLA's.
  • Risk aware in handling customer information.
  • Knowledge of general insurance (London Market / Lloyd's and Industry) products, services, classes of insurance, including underlying legal principles and practices relating to risk within own role capacity.
  • Able to recognise potential risk and seek advice when required.
  • Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills.
  • Evidence of effectively prioritising risks to manage concurrent workflow.
  • Due diligence and process driven to deadlines, happy to forward plan, organise, and analyse information.
  • Highly accurate with strong attention to detail, using initiative when assisting team members.
Benefits:
  • 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.
  • 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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