Client Advisor

Overview

We are looking to recruit a Client Advisor to join our growing successful Public Sector and Education Division based in our Manchester, Birmingham or Swindon office. Our Public Sector and Education Division is a fast-paced, collaborative, and competitive group of professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you. In this role you will build good relationships with our clients, showcasing your technical expertise and excellent communication skills.

Reporting directly to the PSE Team Manager, you will work with experienced Client Directors and together provide outstanding service to our clients within the Public Sector and Education division. This role can be based out of either our Manchester, Birmingham or Swindon office.

• Create documents for new customers about their insurance requirements
• Obtain renewal terms for customers and research suitable alternatives to produce presentations; our account managers discuss these with customers during face to face meetings.
• Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered. Ensure all customer details are recorded accurately and entered onto system in a timely fashion
• Manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
• Secure delivery of policy documentation from insurers and check prior to approval and release by Account Executive
• Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
• Grasp and apply fundamental legal and regulatory policy for internal policies and the insurance contract as required

• Larger Commercial/ Corporate Insurance cross class experience is desirable
• Holding or working towards one of the Chartered Insurance Institute
  
  Qualifications:
  
  Dip CII/ FIT is desirable as is being educated to GCSE standard or equivalent
• Worked to targets within a regulated, measurable framework and achieved SLA s
• Risk aware in handling customer information. 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
• Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information
• Highly accurate with a strong attention to detail, using initiative when assisting team members
• Fully proficient in MS office
• Eligible to work in the UK

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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
• And many more…

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.