Client Advisor – Public Sector

• Providing account servicing support and ensuring effective servicing of client accounts
• Create documents for new customers about their insurance requirements
• Obtain renewal terms for customers and research suitable alternatives to produce presentations
• 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
• 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

• Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent
• Risk aware in handling customer information
• Able to recognise potential risk and seek advice when required
• 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
• Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills
• Acturis knowledge advantageous
• Eligible to work in the UK
• Worked to targets within a regulated, measurable framework and achieved SLA’s

Acturis knowledge advantageous

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ 5 more 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
• Continuous professional growth support and training