Protection Client Support

Gallagher; Chelmsford; On-site; GBP 25,000 - 45,000; Full time

Job description

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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

Join our team in a dynamic non-regulated employee benefits support role, where you'll deliver timely and accurate assistance to Associate Consultants, Consultants, and Management. You'll play a crucial part in supporting their work with corporate business protection and personal protection clients, involving regular client interactions and coordination with the administration team.

In this role, you will often serve as the primary contact for our clients, ensuring a seamless experience. Your commitment to providing a professional, high-quality service will not only meet but exceed the expectations of both internal and external clients, colleagues, and third parties.

How you'll make an impact

• Responsible for supporting new business and renewals in conjunction with new business coordinates and/or client owners
• Anticipates and responds to the needs and objectives of client, with a prompt and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service
• Demonstrates good level and up to date technical pensions knowledge at all times, supporting clients as required within the designated Permitted Areas of Activity as confirmed by line management/Compliance
• Provide proactive and effective support to Consultants and Management in all aspects of their work with clients
• Maintains and develops strong relationships with clients
• Develop effective internal and external relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken
• Assisting with the processing of applications through to implementation of policies, working closely with the client, Provider, client owner and administration teams
• Provide support to clients on the telephone / in person, with new enquiries, client correspondence and information requests as necessary
• Preparation and finalisation of client reports where required in conjunction with the client owner
• Assisting client owners in monitoring income to ensure budget achieved and financial control over portfolio and client budgets
• Proactively assisting the client owner in identifying and progressing new business/income opportunities with clients
• Ensure adherence to the firm’s engagement and re-engagement procedures, with suitable protections in place
• Maintaining a diary management system for yourself and client owner that enables efficient oversight and intra-team workflow
• Management of timescales – ensure all client deadlines and service levels are met or client/management informed otherwise
• Manage action points from meetings / matters arising
• Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher’s shared values, including putting clients at the heart of our business
• Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher’s shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm
• Carry out duties following internal policies and procedures in accordance with applicable laws, rules, regulations, good governance and Gallagher’s shared values, in particular, putting clients at the heart of our business.

About You

Technical Knowledge

• Good level of technical knowledge of protection products through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to both
• Maintains industry, sector and technical knowledge
• Developing core skills around organisation, communication, questioning, listening, report writing
• IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases
• Ensures that individually and as a firm we “Treat Customers Fairly”

Experience

• Demonstrable experience within similar role in Financial Services, or financial services administration
• Good customer service and relationship building skills
• Strong verbal and written communication skills at all levels, both internally and externally
• Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks
• High level of accuracy and attention to detail in all areas of work
• Focus on client excellence, going the extra mile and anticipating client requirements.

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 [e-mail]. 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 Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.