Trainee Account Handler 2024

Type: Trainee
Region: South East

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

Are you an ambitious professional looking to progress your career within the commercial sector? If so, this position could be for you!

We are looking to recruit a bright, motivated, and hardworking individual to join our Chichester based team as a Trainee Account Handler. You will play a crucial role in ensuring the smooth operation of our insurance processes and will work within our friendly and supportive Account Handler team as part of Gallagher’s highly successful Real Estate team.

We’re looking for someone with an eye for detail; good communication skills; and an ability to learn quickly. This role is a gateway to a very rewarding career as a professionally qualified Account Handler and you don’t even need previous commercial experience to be considered.

How you’ll make an impact

Renewal processing

  • To support the Account Handler with the renewal process, including the preparation of submissions and the gathering of information.
  • To assist the Account Handler in liaising with Insurers to obtain renewal terms for clients and identify potential alternative quotations, if required.
  • To assist in the production of renewal documentation for Account Handler to peer review and present and discuss with Client Director, giving support at those meetings when required
  • Ensure cover is bound by renewal date or effective date in all instances
  • Chase, check and release policy documentation

Mid term adjustments

  • To take responsibility for handling mid-term adjustments, understanding the clients’ needs, negotiating with insurers and producing documentation/invoices supported by Account Handler.

For all processes

  • Ensure that all client details are recorded accurately and in a timely fashion.
  • Ensure that record keeping in relation to emails and telephones calls are saved onto the system in an accurate and timely fashion.
  • Deal with Insurer queries in relation to client cover policies.
  • Deal with account queries and credit control matters, ensuring they are resolved efficiently, and any concerns are raised.
  • Perform miscellaneous office duties in support of account servicing and compliance.
  • Manage own workload in order to effectively service the client relationship in conjunction with Account Handler and ensure placements are completed within client deadlines.

About you

  • Educated to A-levels standard or equivalent.
  • Previous insurance industry experience/exposure would be beneficial.
  • Highly accurate with a strong attention to detail, using initiative when assisting team members.
  • Strong organisational and time management skills, with the ability to prioritise tasks effectively.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Previous Acturis experience desirable.
  • Ability to work independently and collaboratively in a team environment.
  • Strong problem-solving and analytical skills.
  • Eligible to work in the UK

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’ 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

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?
Job Overview
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