Overview
In this role, you’ll maintain and develop a portfolio of new and existing corporate clients by providing high-quality advice, to an agreed budget, with a specific focus on client retention. You’ll identify and expand lines of cover and service delivery from on-going clients via cross-selling while providing a professional high quality service to all clients, colleagues, and other third parties. How you'll make an impact You'll be responsible for client account ownership – anticipate and respond to the ongoing and future needs and objectives of clients, with a prompt and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service. Deal with the servicing of all allocated clients including renewals, mid-term amendments and claims and also attend meetings with clients as and when appropriate and/or required Process applications and schemes in accordance with published procedures, and take shared responsibility for ensuring that suitability report, fact find and anti-money laundering procedures are properly followed Demonstrate extensive and up-to-date technical healthcare knowledge at all times, advising clients as required within the designated Permitted Areas of Activity as confirmed by line management/Compliance Maintain and develop strong relationships with both new and existing corporate clients, and is relied upon as their trusted adviser Develop effective internal and external relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken Achieve and exceed revenue targets, through retention of existing clients and new business generation to existing clients via cross-selling. Prepare detailed client reports, PowerPoint presentations, spreadsheets, etc Ensure all work carried out and all communications with clients are in accordance with our compliance procedures and anti-money laundering procedures are followed Plus any additional duties and responsibilities that may reasonably be expected to be undertaken in accordance with the role. About You Desirable: CII qualification Technical knowledge and understanding Good level of technical healthcare knowledge (ie products, policies, insurance market and related issues) through appropriate industry exams and CPD Required: Strong verbal and written communication skills at all levels, both internally and externally High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Continous development of core consulting skills around communication, questioning, listening, report writing and presenting Proficiency in using Microsoft suite Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales. Excellent organisation skills, with the ability to work to tight deadlines and manage multiple tasks 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…