SME Commerical Account Handler

Job title:  Client Advisor – Public Sector

Salary: £42,000 (depending on experience)

Location: Surrey – Hybrid; 2 days office, 3 from home  

Purpose of role:

Our client is looking to recruit an experienced Client Advisor to join their growing successful Public Sector and Education Division based in Surrey. This is a fast-paced, collaborative, and competitive group of professionals who are all driven to succeed.   You will work with experienced Client Directors and together provide outstanding service to their clients. You will be  dealing with Commercial Combined packages, property damages, liability, package products as well as others.  You will be joining a strong, successful team who are well established within the company. 

Key responsibilities:

• You will be responsible for providing account servicing support and ensuring effective servicing of client accounts. 
• Create documents for new customers about their insurance requirements. 
• Obtain renewal terms for customers and research suitable alternatives to produce presentations. 
• 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. 
• 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. 

Qualifications and Skills

• Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent. 
• Risk aware in handling customer information; Able to recognise potential risk and seek advice when required. 
• 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. 

Experience and requirements:

• Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills. 
• Acturis knowledge advantageous.
• Eligible to work in the UK. 
• Worked to targets within a regulated, measurable framework and achieved SLA’s.

Rewards 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’ 5 more 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
• 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

• Continuous professional growth support and training. 

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email me at joe@lawesgroup.co.uk