Corporate Account Handler

Gallagher; Llantrisant; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Gallagher's Llantrisant Office seeks a Corporate Account Handler to join their growing team. This role involves providing exceptional service to clients, managing insurance policies, and optimizing client retention. Candidates should have a background in commercial insurance and possess excellent communication skills, with a customer-focused mindset. A comprehensive benefits package is included, alongside a competitive salary.

Benefits

Minimum 25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance (up to 10x salary)

Income protection

Health cash plan or private medical insurance

Employee Stock Purchase plan

Gym discounts

Shopping vouchers

Qualifications

• Experience as an Account Handler in the commercial insurance market.
• Knowledge of Property, Casualty, Professional Indemnity insurance.
• Proficient in MS Office, with Acturis experience advantageous.

Responsibilities

• Create documents for new customers, mid-term adjustments, and renewals.
• Manage insurer and customer queries regarding policies.
• Ensure customer details are recorded accurately and promptly.

Skills

Customer-centric approach

Detail-oriented

Strong communication skills

Interpersonal skills

Education

GCSE level or equivalent

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

Tools

MS Office

Acturis

Job description

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Overview

Gallagher’s Llantrisant Office is seeking an experienced Corporate Account Handler to join their established and growing corporate team. As a Corporate Account Handler, you will provide quality service to clients, optimize retention, and support growth initiatives. This role is within Gallagher's Retail Broking Division, which offers tailored business insurance, risk management, and risk transfer solutions for large enterprises and multinationals. Reporting to the Commercial Broking Team Leader, you will collaborate with experienced Account Executives to deliver outstanding customer service. Candidates based in Llantrisant or Bristol are welcome, with a hybrid working arrangement.

How you'll make an impact

• Create documents for new customers, mid-term adjustments, and renewals.
• Ensure customer details are accurately recorded and entered promptly to maintain data integrity.
• Obtain renewal terms, exploring options to offer the best solutions.
• Prepare renewal documents from meeting minutes and ensure cover is bound by renewal date.
• Manage insurer and customer queries regarding policies.
• Confirm cover, process policies, and follow up on outstanding documentation.
• Handle account queries and credit control concerns.
• Apply legal and regulatory policies related to internal procedures and insurance contracts.

About You

• Previous experience as an Account Handler in the commercial insurance market.
• Knowledge of Property, Casualty, Professional Indemnity, D&O, Motor Trade/Fleet insurance lines.
• Experience handling corporate clients is advantageous.
• Customer-centric approach, focused on optimal outcomes.
• Working towards or holding Chartered Insurance Institute Qualifications (Cert CII, Dip CII, ACII) is a plus.
• Educated to GCSE level or equivalent, with intermediate industry knowledge.
• Detail-oriented, deadline-driven, proactive, with strong communication and interpersonal skills.
• Proficient in MS Office; Acturis experience is beneficial.
• Eligible to work in the UK.

Compensation and Benefits

In addition to a competitive salary, Gallagher offers a comprehensive benefits package, including:

• Minimum 25 days holiday plus bank holidays, with options to buy extra days.
• Defined contribution pension scheme with company contributions.
• Life insurance (4x salary, up to 10x possible).
• Income protection covering up to 50% of income.
• Health cash plan or private medical insurance.
• Additional benefits: volunteering days, Employee Stock Purchase plan, share incentive plan, critical illness cover, gym discounts, season ticket loan, shopping vouchers, family care, and more.