Client Advisor

Gallagher; Manchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance provider in Manchester is seeking a Client Advisor to join their Public Sector and Education Division. The ideal candidate will possess strong communication skills and have a background in Commercial or Corporate Insurance. This role offers a competitive salary and a comprehensive benefits package including generous holiday, pension contributions, and health insurance options.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance

Health cash plan or private medical insurance

Discounted gym memberships

Qualifications

• Experience in Commercial/Corporate Insurance is desirable.
• Working towards or holding Chartered Insurance Institute Qualifications such as Dip CII or FIT is preferred.
• Proficient in MS Office.

Responsibilities

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

Skills

Commercial/Corporate Insurance experience

Chartered Insurance Institute Qualifications (Dip CII or FIT)

Excellent communication skills

Detail-oriented

Proficient in MS Office

Education

GCSE standard or equivalent

Job description

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Overview

We are looking to recruit a Client Advisor to join our growing successful Public Sector and Education Division based in our Manchester office. Our Public Sector and Education Division is a fast-paced, collaborative, and competitive group of professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.

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 to provide outstanding service within the division.

How you'll make an impact

• Create documents for new customers regarding their insurance requirements.
• Obtain renewal terms and research suitable alternatives to produce presentations; account managers discuss these with customers during face-to-face meetings.
• Coordinate all renewal quotes and consider mid-term adjustments.
• Ensure customer details are accurately recorded and entered into the system promptly.
• Manage insurer queries related to customer policies.
• Confirm cover with insurers, process policies, and follow up on outstanding documentation.
• Secure delivery of policy documentation from insurers and verify before approval and release by the Account Executive.
• Handle account queries and credit control matters, highlighting concerns to account managers.
• Understand and apply relevant legal and regulatory policies for internal procedures and insurance contracts.

About You

• Experience in Commercial/Corporate Insurance is desirable.
• Working towards or holding Chartered Insurance Institute Qualifications such as Dip CII or FIT is preferred.
• Educated to GCSE standard or equivalent.
• Experience working within targets and measurable frameworks, achieving SLAs.
• Risk-aware in handling customer information, recognizing potential risks and seeking advice when needed.
• Proven rapport-building and customer service skills with excellent communication and social skills.
• Detail-oriented, process-driven, and able to meet deadlines.
• Proficient in MS Office.
• Eligible to work in the UK.

Compensation and Benefits

Along with a competitive salary, we offer a wide range 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 (up to 4x salary, with options to top-up).
• Income protection (up to 50% of income).
• Health cash plan or private medical insurance.
• Additional benefits such as volunteering days, employee stock purchase plan, share incentive plan, critical illness cover, discounted gym memberships, season ticket loans, shopping discounts, family care, and more.