Account Broker

Gallagher; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company in insurance services seeks a client-focused Account Broker to maximize account retention and growth. You will create customer documents, manage insurer queries, and coordinate renewal processes while ensuring excellent service and customer loyalty. This role offers competitive benefits and a supportive environment to excel.

Benefits

Minimum of 25 days holiday plus bank holidays

Defined contribution pension scheme with contributions

Life insurance (4x basic salary)

Health cash plan or private medical insurance

Employee stock purchase plan

Qualifications

• Proficient in MS Office.
• Eligible to work in the UK.

Responsibilities

• Create documents for new customers regarding insurance requirements.
• Coordinate renewal quotes and mid-term adjustments for existing customers.
• Manage insurer queries related to customer policies.

Skills

Client Focused

MS Office Proficiency

Account Management

Job description

Overview

[Account Handler Academy] Our customers need first-class support, which is why we hire top talent to handle their accounts! We’re looking for a client-focused Account Broker to join us. Working alongside experienced Account Executives, you will provide superb and varied services to our customers. The main goal of your role is to maximize account retention and growth through account management, broking, and technical support. We encourage customer loyalty through excellent service!

How you'll make an impact

1. Create documents for new customers regarding their insurance requirements.
2. Obtain renewal terms and research suitable alternatives for presentations; discuss these with customers during face-to-face meetings.
3. Coordinate renewal quotes and mid-term adjustments for existing customers.
4. Accurately record all customer details and enter them into the system promptly.
5. Manage insurer queries related to customer policies.
6. Confirm cover with insurers, process policies, and follow up on outstanding documentation.
7. Ensure delivery and accuracy of policy documentation from insurers before approval and release.
8. Handle account queries and credit control issues, informing account managers of concerns.
9. Apply fundamental legal, regulatory, and policy knowledge related to insurance contracts.

About You

• Proficient in MS Office.
• Eligible to work in the UK.

Compensation and Benefits

Along with a competitive salary, we offer a variety of benefits including:

• Minimum of 25 days holiday plus bank holidays, with options to buy extra days.
• Defined contribution pension scheme with Gallagher contributions.
• Life insurance (4x basic salary, up to 10x available).
• Income protection covering up to 50% of income, with options to increase.
• Health cash plan or private medical insurance.
• Additional benefits such as volunteering days, employee stock purchase plan, share incentive plan, critical illness cover, gym discounts, season ticket loans, voucher portal, family care, and more.