Commercial Account Broker

Gallagher; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading insurance firm in London seeks a Client-Focused Commercial Account Broker to maintain and grow accounts. You'll work closely with Account Executives, handling insurance documentation, managing client queries, and ensuring excellent customer service. This position requires strong communication skills and ability to engage with larger commercial clients. Competitive salary and benefits offered.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance

Income protection

Health cash plan or Private medical insurance

Discounted gym membership

Qualifications

• Previous experience working with larger commercial or corporate clients.
• Technical knowledge of various insurance types including Cyber insurances.
• Experience achieving targets within a regulated environment.

Responsibilities

• Create documents for new customers about their insurance requirements.
• Coordinate renewal quotes for existing customers.
• Manage insurer queries and process policies.

Skills

Communication

Attention to detail

Customer service focus

Rapport building

Education

GCSE or equivalent

Chartered Insurance Institute Qualifications (Cert CII/Dip CII/ACII)

Tools

MS Office

Acturis platform

Job description

Overview

Our customers need first class support, this is why we hire top talent to handle their accounts. We’re looking for a client focussed Commercial Account Broker to join us. Working together with experienced Account Executives, you will provide superb yet varied services to our many customers. The main aim for your role is to acquire optimum account retention and growth, via the account management, broking and technical support that you provide. We encourage our customers to remain loyal, they do so because of the fantastic service!

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 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

• Previous experience gained working with larger commercial or corporate clients both UK and Internationally based would be desirable.
• Technical knowledge of Property, Casualty, Motor, Financial Lines and Cyber insurances.
• Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII/ACII is desirable as is being educated to GCSE standard or equivalent.
• Worked to targets within a regulated, measurable framework and achieved SLA’s; 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.
• Previous experience using the Acturis platform.
• 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 also offer a wide range of benefits.

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…

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities. If you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help; however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with [e-mail]. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity, gender expression, martial status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.