Commercial Account Handler

at  Gallagher

Introduction:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher’s global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you’ll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we’ll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview:
Gallagher’s Edinburgh Office is seeking a Commercial Account Handler to join their established team based in the city centre. The Edinburgh branch has grown every year in the past 10 because of their highly motivated client-focused team of professionals.
This role sits within Gallagher’s Retail Broking Division, who provide carefully tailored insurance, risk management and risk transfer solutions for all sizes of business.
You’ll be expected to provide a high-quality service, acquire optimal retention numbers and look for opportunities to provide clients with additional products and services.

How you’ll make an impact:

• Advise clients on their risk & insurance requirements both directly and supporting Account Executives
• Negotiate with insurers and obtain best possible terms for clients, using knowledge of the market and the products best suited to clients’ needs
• Always ensure you’ve explored other options before providing the best available solution.
• Prepare reports from meeting minutes and ensure cover is bound by renewal date
• Create documents for new clients, along with any mid-term adjustments and renewals information too. Ensure all client details are recorded accurately and entered onto system in a timely fashion
• Deal with insurer and client queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
• Deal with account queries and credit control matters highlighting any concerns to account managers.
• Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required

About you:

• Currently holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of general insurance, London Market, Lloyd’s and Industry products, services.
• Previous experience in the insurance industry is essential, as is having worked to targets within a regulated, measurable framework and achieved SLAs.
• Risk-aware in handling customer information, 100% customer-focussed, and always ensuring the best possible outcome for our clients.
• Due diligence and process-driven to deadlines, task-focused, results-oriented and takes initiative when assisting team members!
• Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
• Proficient in MS office
• Eligible to work in the UK

Please refer the Job description for details