Commercial Insurance Account Handler

Arthur J. Gallagher & Co. (AJG); City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une entreprise de courtage mondial dynamique recherche un Schemes Account Handler pour son bureau d'Édimbourg. Le candidat idéal sera chargé de gérer les clients, d'établir des relations solides avec les assureurs, et de veiller à ce que les besoins des clients soient satisfaits. Vous aurez l'opportunité de travailler dans un environnement collaboratif, en participant activement à la gestion des polices et à l'amélioration des processus.

Qualifications

• Expérience dans le secteur de l'assurance ou service client réglementé souhaitée.
• Capacité à construire et maintenir des relations avec précision.
• Aptitude à traiter des informations clients de manière responsable.

Responsibilities

• Gérer un volume élevé de clients basés sur des régimes.
• Placer des nouvelles polices, traiter les renouvellements et ajustements.
• Conseiller les clients sur leur couverture et besoins.

Skills

Communication

Interpersonal Skills

Attention to Detail

Customer-Centric

Proactive

Education

Dip CII or FIT

Tools

MS Office

Client Databases

Job description

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Gallagher’s Edinburgh Office is seeking a Schemes Account Handler to join their established team based in the city centre.

This role will primarily be responsible for managing a high volume of scheme-based clients, with the full support of an experienced team. The key relationships are clients, the Appointed Representative (AR), and the insurer.

The primary scheme in the team is our Dentist Medical Malpractice Scheme, established in 2012. It has been a fantastic growth success story, servicing over 5,000 clients annually.

It’s a great opportunity to work with a highly motivated and collaborative team which continues to grow and contribute to our branch's success.

How you'll make an impact

What you can expect:

• Develop an intimate knowledge of the products and the dental indemnity market.
• Develop & champion working relationships with underwriters to ensure cover and product meet clients’ needs.
• Responsibility for placing new policies, processing renewals, and midterm adjustments for all scheme business.
• Advise clients on their policy cover and discuss other needs they may have.
• Ensure all customer details are recorded accurately.
• Deal with a large number of enquiries professionally via phone and email.
• Work within the insurer’s delegated authority parameters.
• Handle account queries and credit control matters, highlighting concerns.
• Apply relevant legal and regulatory policies related to internal policies and insurance contracts.

About You

Skills and experience we're looking for:

• Strong communication and interpersonal skills, confident in building and maintaining relationships, with high accuracy and attention to detail.
• Previous experience in the insurance industry or in target-driven, regulated customer service environments is advantageous.
• Risk-aware in handling customer information, customer-centric, focused on optimal outcomes.
• Due diligence, process-driven, deadline-oriented, results-focused, and proactive in assisting team members.
• Proficient in MS Office and familiar with client databases.
• Working towards or holding Chartered Insurance Institute Qualifications (Dip CII or FIT) is advantageous.
• Eligible to work in the UK.