Account Handler/Broker (producer) – Retail

49715 Requisition #
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Do you take initiative when assisting your team members? Would you like to join a dynamic and friendly team? Our successful and driven colleagues are seeking an Insurance Account Handler to join them.

You will work very closely with our expert Account Executives who will support and nurture you. You will service your client accounts within the renewals process. This could include administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation as required. As you can see, the role is highly varied and will help to broaden an already deep understanding of the insurance industry.

To be successful and make this role your own; you will have experience of working with clients and colleagues, demonstrate excellent customer service and the ability to negotiate.

Key Responsibilities

  • In partnership with our Insurance Account Executives, you will focus entirely on the support needs of your clients. This is why you will be a first class communicator and have the customer needs at the centre of your actions.
  • The role will mean creating renewals documents, handling the mid-term adjustments and also designing new quotes for customers. Strong administration skills will show us your true potential.
  • A key part of your role is to ensure all client details are recorded accurately and entered onto Acturis quickly; this allows us to keep all client records accurate for audit purposes.
  • You should really adopt organisational excellence within the workplace, as your role will be about ensuring cover is in place by renewal date to meet your client needs. This will allow you to demonstrate your exceptional time keeping ability and your practical approach to multi-tasking.
  • Day to day you will look after Insurer queries for your clients' policies, assist your clients with their queries on a day to day basis relating to existing policies and liaise with insurers regarding potential changes and new terms for policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
  • You will handle account queries and credit control matters highlighting any concerns to account managers on time - Prepare Invoices, Registers and other documentations.
  • Understand and apply legal and regulatory policies as required, whilst aligning with our Professional Standards Manual.

Experience, Knowledge and Skills

  • Educated to GCSE standard or equivalent
  • Worked to targets within a regulated, measurable framework and achieved SLA’s
  • We're looking for you to be able to evidence rapport-building experience along with excellent communication and interpersonal skills and to have strong customer service focus
  • Are you risk aware in handling customer information? Are you able to identify potential risk/issues and seek advice/consultation when required by using due diligence? Do you have strong planning and analytical skills along with accuracy and attention to detail?
  • Eligible to work in the UK

Founded by Arthur J. Gallagher in Chicago in 1927, Gallagher has grown to be one of the leading insurance brokerage, risk management, and human capital consultant companies in the world. With significant reach internationally, we are an equal opportunities organisation who employs over 26,000 people and our global network provides services in more than 150 countries.

Our people partner with businesses across countries and international territories to provide relevant and impactful professional advice. Regardless of what risk and challenges our clients have, we work hard and utilize industry specific expertise to find the best solution and to deliver it with world-class service.

We continue to build on 90 plus years of expertise that spans global industries. No matter the size of the organization we partner with and the challenges presented by the industry, we work tirelessly to provide solutions that maximize value for our clients.

Our values are core to our culture. Passionate service, strategic innovation, and ethical behavior form the basis of how we do business. We help businesses go beyond their goals. It’s the Gallagher Way.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation.  Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.