Customer Trading Advisor at Gallagher

Bramshott and Liphook, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

24 Jun, 26

Salary

0.0

Posted On

26 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Telephone Communication, Customer Service, Reporting, Liaison, Claims Handling, Mailbox Management, Data Entry, Issue Escalation, Regulatory Compliance, Policy Trading, Problem-Solving, Organizational Skills, Attention To Detail, Proactivity, Resilience, Results-Driven

Industry

Insurance

Description

Introduction At Pen, we don’t just underwrite risk, we unlock possibility. We’re a dynamic underwriting and distribution business backed by the strength of Gallagher and powered by a belief that every challenge has a solution. With entrepreneurial energy, niche expertise, and a bold growth mindset, we’re transforming what it means to be an MGA in today’s insurance landscape. Whether you’re shaping new products, solving complex problems, or collaborating across teams, your ideas and initiative will help deliver smarter solutions for our clients—and move the industry forward. Here, agility meets stability. Creativity meets execution. And your career meets real opportunity. At Pen, we champion innovation, value accountability, and thrive on building something better together. If you’re looking to join a team that’s rewriting the future of underwriting, we’d love to hear from you. Overview As a Customer Trading Advisor, you’ll play a vital role in supporting brokers and ensuring smooth operations. This is your chance to join a collaborative and fast-paced team where your contributions will make a real difference. How you'll make an impact Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase Feefo and Trustpilot scores About You Here’s what you’ll bring to the role: Experience in a customer service or call-handling role. The ability to communicate clearly and effectively, both verbally and in writing. Strong organisational skills to manage multiple tasks and priorities. Confidence in using Microsoft Office applications. A keen eye for detail and a proactive approach to problem-solving. Resilience and confidence when managing high call volumes or challenging conversations. A results-driven mindset, comfortable working to targets and deadlines. A professional and approachable demeanour, aligned with our team’s operating principles. Self-motivation and the ability to work independently, taking ownership of your workload. A positive and enthusiastic attitude, ready to thrive in a fast-paced and evolving team environment. #LI-DNI Compensation and benefits 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 Other benefits include: 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… We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. 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. Should you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are 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. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Responsibilities

The Customer Trading Advisor will manage inbound and outbound calls professionally, serving as a knowledgeable point of contact for brokers while running reports to track outstanding actions and chasing new/renewal business. Key duties also involve liaising with the accounts team, handling claims cover requests, managing team mailboxes, and accurately updating internal systems with documentation.