Administrator - GBS UK – Direct Healthcare

Client Consulting & Support
73085 Requisition #


Job Purpose:


  • Proactive and efficient administration of Healthcare schemes through direct support to Consultants and Clients with regards to Healthcare schemes. This will involve regular client, Consultant and provider contact and back office administration
  • Provide a professional high quality administration service to all clients, colleagues and other third parties
  • Work individually and as part of a team to deliver work in an efficient and timely manner
  • To not only meet but to exceed both internal and external client expectations 


Key Accountabilities/Deliverables:


  • Support one or more Consultants in their efforts to:
    • Develop new client opportunities and service a panel of existing clients in a manner which is compatible with the principles of “Treating Customers Fairly”
    • Maintain client loyalty and existing business retention
    • Comply with all regulatory requirements
  • Develop internal and external relationships to assist in providing an efficient service to clients and manage their expectations on work being undertaken, taking into account income being received and the agreed service levels to be provided
  • Liaise with colleagues, other departments, clients and product providers to ensure that requirements of the business and agreed deadlines are met
  • Working in a team to provide a first class administration service to both internal and external clients, and accept a shared responsibility for colleagues’ workloads to ensure that workload imbalances are managed effectively and do not impact negatively on customer service
  • Work at all times in accordance with AJG procedures and Healthcare Sales processes, and recommend improvements in processes and procedures to deal with clients more efficiently and cost effectively
  • Process new business applications and schemes in accordance with published procedures, and take a shared responsibility for ensuring that suitability report, fact find and anti-money laundering procedures are properly followed
  • Dealing with clients and colleagues in writing and on the telephone in a professional manner
  • Ensure all client requirements are dealt with promptly and records updated
  • General day-to-day administration, ensuring all forms of post are dealt with accurately and efficiently
  • Organise and manage own workload to provide a consistent, high quality service through peaks of pressure. Maintain and use effective diary systems via 1st Adviser Office
  • Ensure work is completed accurately and to quality standards
  • Prioritise and take proactive responsibility for own workload in accordance with the published procedures, including taking ownership of tasks and enquiries, identifying problems and suggesting solutions
  • Keep consultants and line management updated with progress towards agreed deadlines, and communicate clearly in all directions on work related matters
  • Ensure all records – particularly Adviser Office (CRM) software – are kept up to date reflecting current scheme/client information and a complete history of correspondence is evident for each task carried out
  • Maintaining an awareness of service levels provided to the client and managing work load
  • Assist with identifying where client profitability could be improved or new business opportunities for the Consultants to follow up
  • Providing information to internal sources with regards to client’s when requested
  • Observe and adhere to TCF responsibilities
  • Adhere to the Company’s Training and Competency Scheme
  • Undertake appropriate CPD as agreed during Performance Reviews to maintain and enhance knowledge and skills
  • Ensure all work carried out and all communications with clients are in accordance with our compliance procedures and anti-money laundering procedures are followed
  • Carry out duties within our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher’s shared values, including putting clients at the heart of our business



Plus any additional duties and responsibilities that may reasonably be expected to be undertaken in accordance with the role.


Person Specification:



  • Evidence of Continuing Professional Development 


Technical Knowledge and Understanding:


  • Some Healthcare knowledge will be required although this aspect will be developed over time with training
  • Keep up to date with industry changes and regulation via Compliance bulletins, technical updates
  • IT literate – Microsoft Office (Excel, Word) and relevant internal systems/databases
  • Familiar with Adviser Office administration systems
  • Ensures that individually and as a firm we “Treat Customers Fairly”
  • Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers




  • Demonstrable experience in Healthcare administration
  • Proven Financial Services administration experience
  • Strong verbal and written communication skills at all levels, both internally and externally
  • High level of accuracy and attention to detail in all areas of work
  • Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks 


Eligibility requirements

  • Eligible to work in the UK


What we offer you:

We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team.  Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.

We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group.  By welcoming and encouraging diverse opinions and backgrounds within our organisation, we will have a healthier, more innovative and ultimately more profitable business.

If this sounds like somewhere you’d like to join, we’d love to hear from you. If you require flexibility for a role you are applying for, give us a call to chat through the options.

About Us:

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our benefits and HR consulting team, you’ll help our clients - employers of all sizes, across all industries - build workplaces that work better.

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.



Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.