Customer Trading Advisor

Gallagher; East Meon; On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher in the United Kingdom is seeking a Customer Trading Advisor to deliver exceptional service to brokers and support trading operations within insurance. You will handle inbound/outbound calls, update records, and ensure policy requirements are met promptly.

You will run reports, chase outstanding requirements, collaborate with accounts to reduce aged debt, process claims cover requests, and help maintain high satisfaction scores.

Qualifications

• Proven experience in customer service or call-handling in a fast-paced environment.
• Excellent verbal and written communication skills, with the ability to handle challenging conversations.
• Strong organisational skills and ability to manage multiple tasks and priorities.
• Proficiency with Microsoft Office and ability to learn internal systems.

Responsibilities

• Handle inbound and outbound telephone calls professionally, delivering friendly and efficient service.
• Act as a reliable contact for brokers, providing excellent customer service.
• Run reports using internal systems to identify outstanding actions and follow up on new and renewal business.
• Collaborate with accounts team to help reduce aged debt.
• Process claims cover requests and ensure service standards are met.
• Manage team mailboxes and ensure timely responses and task completion.
• Update internal systems with call notes, policy details and documentation.
• Chase brokers for outstanding policy requirements and escalate when needed.
• Adhere to regulatory, compliance and internal quality standards.
• Assist with policy trading activities following company procedures.
• Contribute to improving customer satisfaction metrics.

Skills

Customer service

Call handling

Organisational skills

Attention to detail

Communication skills

Problem solving

Independent worker

Tools

Microsoft Office

Job description

Overview

The Customer Trading Advisor plays a pivotal role in delivering exceptional service to brokers and supporting the smooth operation of trading activities within the insurance industry. This role involves managing inbound and outbound communications, maintaining accurate records, and ensuring that all policy requirements are met in a timely and efficient manner. The ideal candidate will be a proactive and organised individual with strong communication skills and a customer-focused approach.

How you'll make an impact

• Handle inbound and outbound telephone calls professionally, ensuring a friendly and efficient service.
• Act as a reliable and knowledgeable point of contact for brokers, delivering excellent customer service.
• Run reports using internal systems to identify outstanding actions and requirements, and follow up on new and renewal business.
• Collaborate with the accounts team to contribute to the reduction of aged debt.
• Understand and process claims cover requests, ensuring service standards are consistently met.
• Manage and organise team mailboxes to ensure timely responses and task completion.
• Accurately update internal systems with call notes, policy details, and relevant documentation.
• Chase brokers for outstanding policy requirements and escape issues to underwriters when necessary.
• Adhere to all regulatory, compliance, and internal quality standards.
• Assist with policy trading activities in line with company procedures and guidelines.
• Contribute to improving customer satisfaction metrics, including Feefo and Trustpilot scores.

About You

Proven experience in a customer service or call-handling role, ideally within a fast-paced environment.

Excellent verbal and written communication skills, with the ability to handle challenging conversations confidently.

Strong organisational skills and the ability to manage multiple tasks and priorities effectively.

Proficiency in Microsoft Office applications and the ability to quickly learn internal systems.

High attention to detail and a proactive, problem-solving mindset.

Resilience and confidence in managing high call volumes and meeting targets or deadlines.

Professional, approachable, and aligned with the organisation's values and operating principles.

Self-motivated with the ability to work independently, taking ownership and accountability for workloads.

A positive and enthusiastic attitude, with the ability to adapt and thrive in a fast-paced, evolving team environment.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

Additional information

Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch.

We will also offer reasonable adjustments to the recruitment process if required, so please let us know.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)