New Business Delivery Consultant

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

Job summary

A leading insurance firm in the UK is seeking a highly organized insurance professional to join their New Business Project Management team. The role supports the New Business team remotely, with occasional travel to Chelmsford. Duties include reviewing client data, negotiating quotes, and ensuring seamless handover of new clients. Ideal candidates should possess experience in commercial insurance, strong communication skills, and a commitment to deadlines. This position offers competitive salary and benefits.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance coverage

Health cash plan or private medical insurance

Discounted gym membership

Qualifications

• Experience as a Commercial Account Handler or similar role.
• Commercial insurance knowledge is preferable.
• Understanding of new business tenders and market presentations.

Responsibilities

• Review client information for risk presentations.
• Issuance of Letters of Appointment to markets.
• Negotiate brokerage and risk management funds.

Skills

Communication skills

Analytical skills

Teamwork

Time management

Attention to detail

Education

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

GCSE standard or equivalent

Tools

Acturis

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Our Gallagher New Business Project Management team are seeking a highly organised and knowledgeable insurance professional to join our established team to support our New Business team across London and the South region.

Working directly with our internal New Business and Broking Placement teams, you will be responsible for delivering high quality support within a fast-paced environment. This role will enable you to gain solid exposure to the wider Gallagher teams and enable you to further your career within the business.

This role is based remotely, with the expectation of travel to Chelmsford a few times a month.

How you'll make an impact

• Review the information gleaned by the Development Executives from the client to ensure that a risk presentation can be made into the market, including relevant COPE information and information relating to processes.
• Issuance of Letters of Appointment/Letters of Authority to markets and following up to ensure that they are processed.
• Review sums insured and challenging anomalies in the values declared.
• Review and critique existing policies and identify issues which can be addressed/repaired, particularly gaps in cover.
• Choose a broking strategy and agree which markets to approach alongside the Broking team.
• Create new business presentations, and work alongside our broking team to ensure that quotes are received according to agreed deadlines.
• Review quotes and negotiate brokerage/risk management funds.
• Select the recommended quote and write the new business report.
• Undertake conceptual reviews, tenders, and produce CORE360 reports.
• Identify potential cross sell / up sell opportunities.
• Create, input, and process RFQs in Acturis.
• Prepare debit notes and policy summaries.
• 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.
• Understand and apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
• Ensure that the new client's program can be handed over to the new Account Executive/Account Broker so that the transition is seamless, including ensuring a compliant file.

About you

• Previous experience working as a Commercial Account Handler, Commercial Sales Executive, or Broker Support would be an advantage.
• Commercial insurance knowledge would be preferable.
• Experience handling new business tenders and producing market presentations would be beneficial.
• Knowledge of broking in both regional and London Market.
• Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII or ACII would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry.
• Previous experience in the insurance industry is crucial, as is having worked to targets within a regulated, measurable framework and achieved SLAs.
• Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members!
• Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
• Eligible to work in the UK.

#LI-JJG

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the 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 (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, 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.