Customer Trading Advisor in Liphook

At Pen, we don’t just underwrite risk, we unlock possibility. We’re a dynamic underwriting and distribution business backed by the strength of Gallagher and powered by a belief that every challenge has a solution. With entrepreneurial energy, niche expertise, and a bold growth mindset, we’re transforming what it means to be an MGA in today’s insurance landscape.

The Customer Trading Advisor plays a pivotal role in delivering exceptional service to brokers and supporting the smooth operation of trading activities within the insurance industry. This role involves managing inbound and outbound communications, maintaining accurate records, and ensuring that all policy requirements are met in a timely and efficient manner. The ideal candidate will be a proactive and organised individual with strong communication skills and a customer-focused approach.

• Handle inbound and outbound telephone calls professionally, ensuring a friendly and efficient service.
• Act as a reliable and knowledgeable point of contact for brokers, delivering excellent customer service.
• Run reports using internal systems to identify outstanding actions and requirements, and follow up on new and renewal business.
• Collaborate with the accounts team to contribute to the reduction of aged debt.
• Understand and process claims cover requests, ensuring service standards are consistently met.
• Manage and organise team mailboxes to ensure timely responses and task completion.
• Accurately update internal systems with call notes, policy details, and relevant documentation.
• Chase brokers for outstanding policy requirements and escalate issues to underwriters when necessary.
• Adhere to all regulatory, compliance, and internal quality standards.
• Assist with policy trading activities in line with company procedures and guidelines.
• Contribute to improving customer satisfaction metrics, including Feefo and Trustpilot scores.

• Proven experience in a customer service or call-handling role, ideally within a fast-paced environment.
• Excellent verbal and written communication skills, with the ability to handle challenging conversations confidently.
• Strong organisational skills and the ability to manage multiple tasks and priorities effectively.
• Proficiency in Microsoft Office applications and the ability to quickly learn internal systems.
• High attention to detail and a proactive, problem-solving mindset.
• Resilience and confidence in managing high call volumes and meeting targets or deadlines.
• Professional, approachable, and aligned with the organisation's values and operating principles.
• Self-motivated with the ability to work independently, taking ownership and accountability for workloads.
• A positive and enthusiastic attitude, with the ability to adapt and thrive in a fast-paced, evolving team environment.

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
• 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.

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.