Client Advisor

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.

We are looking to recruit a Client Advisor to join our growing successful Public Sector and Education Division based in our Manchester, Birmingham or Swindon office.

Our Public Sector and Education Division is a fast‑paced, collaborative, and competitive group of professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.

In this role you will build good relationships with our clients, showcasing your technical expertise and excellent communication skills. Reporting directly into the PSE Team Manager, you will work with experienced Client Directors and together provide outstanding service to our clients within the Public Sector and Education division.

This role can be based out of either our Manchester, Birmingham or Swindon office.

• Create documents for new customers about their insurance requirements
• Obtain renewal terms for customers and research suitable alternatives to produce presentations; our account managers discuss these with customers during face‑to‑face meetings.
• 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 by Account Executive
• 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.

• Larger Commercial/ Corporate Insurance cross class experience is desirable
• Holding or working towards one of the Chartered Insurance Institute
  
  Qualifications:
  
  Dip CII/ FIT is desirable as is being educated to GCSE standard or equivalent.
• Worked to targets within a regulated, measurable framework and achieved SLA’s
• Risk aware in handling customer information. Able to recognise potential risk and seek advice when required
• Evidence of rapport‑building and experience in providing solid customer service focus with outstanding communication and social skills.
• 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
• Fully proficient in MS office
• Eligible to work in the UK

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…