Insurance Account Handler - Financial Lines

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Client Service/Account Management
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52876 Requisition #
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Do you take pride and great initiative when assisting your team members? We are seeking a professional and customer centric Account Handler to join us to improve our customer journey. Would you like to join a dynamic, successful and friendly financial lines team?

You work alongside our expert Financial Lines Account Executives who will support and nurture you. You service your client accounts throughout the renewal process. This could include admin, preparation of presentations, negotiating premiums and preparing client reports; it's a highly varied role.

You bring experience of working with clients and colleagues. You're also keen to demonstrate your excellent customer service and the desire to negotiate.

Your Key Responsibilities

  • In partnership with our Insurance Account Executives, you will focus entirely on the support needs of your clients. You are a first class communicator and have the customer needs at the centre of your actions.
  • You create renewal documents, handle the mid-term adjustments and also design new quotes for customers. To succeed here, you'll need to show us your strong administration skills.
  • You embrace organisational perfection within the workplace. It's all about ensuring cover is in place by a set renewal date, it's down to you to meet and exceed your clients' needs.
  • Day to day you will look after insurer queries for your clients' policies. You assist clients with their queries and liaise with insurers. Your role means that it's up to you to confirm cover with relevant insurers, process policies and chase up outstanding documentation when required. Lastly, you will seek new and existing renewal business quotations and of course lend support to your team.
  • You will handle account queries and credit control matters highlighting any concerns to account managers on time - prepare invoices, registers and other documentations.
  • Your grasp and apply legal and regulatory policies as required, whilst aligning with our Professional Standards Manual.

 

 

Experience, Knowledge and Skills

We know that you are passionate about achieving goals. As you're already working towards targets within a regulated, environment means you will have a very smooth transition in to your new role.

  • We're want you to evidence your strong rapport-building skills along with excellent communication and interpersonal skills. Your attention to details and dedicated customer service focus makes you a true asset.
  • We love the fact that you're risk aware, confident in handling clients information but not afraid to ask for help if you feel it's necessary.
  • You are eligible to work in the UK

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 customised solutions that will protect them and fuel their futures.

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.