Commercial Account Handler

Job summary

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.   Overview Gallagher’s Edinburgh Office is seeking a Commercial Account Handler to join their established team based in the city centre.  The Edinburgh branch has grown every year in the past 10 because of their highly motivated client-focused team of professionals. This role sits within Gallagher's Broking Division, who provide carefully tailored insurance, risk management and risk transfer solutions for all sizes of business. You’ll be expected to provide a high-quality service, acquire optimal retention numbers and look for opportunities to provide clients with additional products and services. Our Edinburgh office is more than just a workplace – it’s a dynamic environment where ambition is celebrated, collaboration is key, and success is shared. With a steady flow of new business opportunities, a supportive team, and a culture that values innovation and excellence, you’ll have everything you need to thrive. How you'll make an impact Advise clients on their risk & insurance requirements both directly and supporting Account Executives Negotiate with insurers and obtain best possible terms for clients, using knowledge of the market and the products best suited to clients’ needs Always ensure you've explored other options before providing the best available solution. Prepare reports from meeting minutes and ensure cover is bound by renewal date Create documents for new clients, along with any mid-term adjustments and renewals information too. Ensure all client details are recorded accurately and entered onto system in a timely fashion Deal with insurer and client queries about their policies. 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 to account managers. Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required About You Previous experience working within insurance is essential – commercial lines preferred, but happy to look at personal lines. Currently holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of general insurance, London Market, Lloyd’s and Industry products, services. Risk-aware in handling customer information, 100% customer-focussed, and always ensuring the best possible outcome for our clients. Due diligence and process-driven to deadlines, task-focused, results-oriented and takes initiative when assisting team members! Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail. Proficient in MS office 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 applican