Account Broker - Real Estate
Gallagher Affinity
Birmingham, GB State, United Kingdom
1d ago

Areyou happy to help, ensure clients are well taken care of and professionalbeyond measure?

We'reseeking an expert and knowledgeable Real Estate Account Handler to join us.Working in a fast paced and dynamic environment providing outstanding supportto the Account Executives.

Servicingyour client accounts during the renewals process; admin, presentations,negotiating premiums and managing all paperwork.

It's a varied and busy role,but one that will also broaden your expertise.

YourRole :

  • Working in partnership with our Account Executives, to deliver the needs of your clients. First class interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.
  • Build renewals documents, reports, balancing the mid-term adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.
  • Ensure client details are recorded accurately and entered onto Acturis quickly; this allows us to keep all client records accurate for audit purposes.
  • Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
  • Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
  • Manage all account queries and credit control matters, highlighting any concerns to account managers on time.
  • Prepare underwriting information for presentations to insurers. Design and deliver presentations as required
  • Follow up on new and existing renewal business quotations
  • YourSkills, Experience and Qualifications :

  • Cert CII qualified, having worked to targets within a regulated, measurable framework and achieved SLA’s.
  • Worked in teams servicing both clients and colleagues; with excellent customer service skills and the ability to negotiate hard.
  • Evidence your strong rapport-building skills and excellent communication skills.
  • Risk aware with strong planning and analytical skills
  • With attention to detail and dedicated customer service focus, you’re a true asset to the team.
  • Eligible to work in the UK
  • Whatwe offer you :

    Wewant Gallagher to be the organisation that all our people areproud to be a part of and where everyone can call themselves one of our team.

    Where our culture is embracing of difference, where you can be the bestand, perhaps most importantly, be yourself.

    Weare all different in some way. If we were all the same, and all thought thesame, we would be vulnerable as a group. By welcoming and encouraging diverseopinions and backgrounds within our organisation, we will have ahealthier, more innovative and ultimately more profitable business.

    Ifthis sounds like somewhere you’d like to join, we’d love to hear from you. Ifyou require flexibility for a role you are applying for, give us a call to chatthrough the options.

    AboutUs :

    Gallagheris a global leader in insurance, risk management and consulting services. Wehelp businesses grow, communities thrive and people prosper.

    We live a culturemotivated by The Gallagher Way, our set of shared values and guiding tenets. Aculture driven by our people, over 30,000 strong, serving our clients withcustomized solutions that will protect them and fuel their futures.

    Asa member of our global brokerage team, you’ll help our clients address risk,protect assets and recover from losses.

    Ouremploying entity, Arthur J. Gallagher Services (UK) Limited, is proud to beaccredited as a Living Wage employer with the Living Wage Foundation.

    Gallagheris committed to diversity of opportunity for all and is opposed to any form ofless favourable treatment on the grounds of gender or gender identity, maritalstatus, civil partnership status, parental status, race, ethnicity, colour,nationality, disability, sexual orientation, religion / belief, age and thosewith caring responsibilities.

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