Account Handler - Real Estate
other jobs Appcast Enterprise
Added before 70 Days
- England,South East,Surrey,Guildford
- full-time
- Competitive salary
Job Description:
Introduction
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
We are looking to recruit an Account Handler to join our growing Real Estate Team based out of our Guildford office.
Our Real Estate team is a dynamic and ambitious team that possesses an incredible energy and determination that propels them towards success. With a vibrant spirit and a thirst for knowledge, they constantly seek innovative solutions and embrace challenges head-on. If you share this attitude, we would love to hear from you!
You will be responsible for providing account servicing support and ensuring effective servicing of client accounts.
Reporting directly to the Real Estate Team Manager and working closely with our London team, together, you will provide outstanding service to our wide range of clients within the Real Estate space.
How you’ll make an impact
* You will look after a portfolio of Real Estate clients.
* Creating documents for new customers, along with any mid-term adjustments and renewals information.
* Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
* Obtain renewal terms for customers, always ensuring you’ve explored other options before providing the best available solution.
* Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
* Liaise with clients and insurers. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
* Deal with account queries and credit control matters highlighting any concerns.
* Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
* Keep accurate records and process in accordance with our agreed procedures, to ensure renewals are delivered in a timely manner to ensure positive outcomes for our clients.
About You
* Previous experience as an Account Handler would be preferable – either within Personal Lines or commercial insurance.
* Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII is desirable as is being educated to GCSE standard or equivalent.
* Worked to targets within a regulated, measurable framework and achieved SLA’s.
* 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 Acturis.
* 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 . 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
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
We are looking to recruit an Account Handler to join our growing Real Estate Team based out of our Guildford office.
Our Real Estate team is a dynamic and ambitious team that possesses an incredible energy and determination that propels them towards success. With a vibrant spirit and a thirst for knowledge, they constantly seek innovative solutions and embrace challenges head-on. If you share this attitude, we would love to hear from you!
You will be responsible for providing account servicing support and ensuring effective servicing of client accounts.
Reporting directly to the Real Estate Team Manager and working closely with our London team, together, you will provide outstanding service to our wide range of clients within the Real Estate space.
How you’ll make an impact
* You will look after a portfolio of Real Estate clients.
* Creating documents for new customers, along with any mid-term adjustments and renewals information.
* Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
* Obtain renewal terms for customers, always ensuring you’ve explored other options before providing the best available solution.
* Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
* Liaise with clients and insurers. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
* Deal with account queries and credit control matters highlighting any concerns.
* Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
* Keep accurate records and process in accordance with our agreed procedures, to ensure renewals are delivered in a timely manner to ensure positive outcomes for our clients.
About You
* Previous experience as an Account Handler would be preferable – either within Personal Lines or commercial insurance.
* Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII is desirable as is being educated to GCSE standard or equivalent.
* Worked to targets within a regulated, measurable framework and achieved SLA’s.
* 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 Acturis.
* 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 . 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
Job number 1440128