Introduction
Client Advisor role at Gallagher
At Gallagher we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.
You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics provide a comprehensive overview of the risk landscape at your fingertips.
Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.
Overview
We are looking to recruit a Client Advisor to join our growing Public Sector and Education Division based in our Swindon or Birmingham office. 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.
How You’ll Make An Impact
* 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 the 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.
About You
* 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 SLAs.
* 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.
Compensation and Benefits
On top of a competitive salary, great teams and exciting career opportunities, we offer a wide range of benefits. Minimum core benefits include:
* 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, share incentive plan, critical illness cover, discounted gym membership, season ticket loan, access to a discounted voucher portal, emergency back‑up family care, and many more.
Inclusion and Diversity
Gallagher embraces our employees’ diverse identities, experiences, and talents, allowing us to better serve our clients and communities. We are committed to ensuring an inclusive and accessible recruitment process and to supporting employees with long‑term health conditions or disabilities. Reasonable adjustments are available by contacting TAGlobalSupport@ajg.com. Gallagher is a Living Wage employer and complies with equality and diversity legislation, prohibiting any form of discrimination.
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