Overview
The Gallagher Lenders Insurance Advisory team work closely with a wide variety of banks and financial institutions, offering insurance consultancy services to ensure that clients’ needs are met, when financing large scale acquisitions and projects. This opportunity is to act as a Senior Associate in the best interests of the company, within a rapidly growing team in a burgeoning sector. This role will be responsible for servicing clients in an efficient manner, throughout the client’s financing process, and assisting with new business production activity. You will support the client Directors and wider M&A, Litigation and Transactional Solutions (MALT) team, meeting client demands and needs in order to achieve optimum profitable client retention rate and growth. This role would be ideal for someone who has due diligence experience or someone who has construction or property insurance experience looking to go into a more consultative position. How you'll make an impact Assist in the gathering of information to prepare insurance due diligence reports, and under supervision, prepare initial draft DD reports to be issued to the lenders Participate in regular calls to explain the insurance position to clients in a clear and concise manner, offer advice, and work with the team to propose solutions to rectify any issues that arise Negotiate favourable insurance terms with relevant insurance brokers, who are responsible for managing the policies relevant to our clients Liaise with client legal teams as necessary, to clarify insurance queries relevant to the financings Ensure all customer details are recorded accurately and entered onto system in a timely fashion Secure delivery of finalised policy documentation from brokers, and check that these align with the lenders insurance requirements Assist in the RFP process as directed by senior team members Support the team around new business initiatives, including marketing activity Work with wider Gallagher teams, in order to support clients through finding innovative insurance solutions Maintain regular contact with internal teams on the broking side, to keep appraised of insurance market developments relevant to our clients Deal with client queries in relation to insurance matters Prepare invoices and deal with invoicing enquiries Manage accounts and process payments by deliverable dates Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised Deal with general account queries, and ensure that they are resolved efficiently Perform miscellaneous office duties in support of account servicing Manage own workload in order to effectively service the client relationship and ensure DD reports are completed within client deadlines Comply with AJG Professional Standards Manual in accordance with statutory requirements for the role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly About You Some experience in insurance broking or underwriting, preferably in the property or construction sector Educated to degree standard Able to quickly grasp and interpret salient information High attention to detail and process driven Worked to deadlines and able to anticipate change Good client service focus Able to identify potential risks/issues and seek advice/consultation when required Risk aware in customer handling Proactive in customer-care Good communication and interpersonal skills Excellent planning and analytical skills Deals with ambiguity Accuracy and attention to detail Takes initiative when assisting team members Continually builds industry knowledge MS office proficiency Eligible to work in the UK 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…