At a Glance
- Tasks: Deliver exceptional service to brokers and manage trading activities in the insurance industry.
- Company: Join Gallagher, a dynamic underwriting business transforming the insurance landscape.
- Benefits: Competitive pay, comprehensive benefits, career development, and a people-first culture.
- Other info: Flexible work arrangements and a commitment to inclusivity.
- Why this job: Make a real impact while working in a fast-paced, innovative environment.
- Qualifications: Experience in customer service, strong communication skills, and organisational abilities.
The predicted salary is between 27000 - 33000 £ per year.
Introduction 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.
Whether you're shaping new products, solving complex problems, or collaborating across teams, your ideas and initiative will help deliver smarter solutions for our clients—and move the industry forward.
Here, agility meets stability.
Creativity meets execution.
And your career meets real opportunity.
At Pen, we champion innovation, value accountability, and thrive on building something better together.
If you're looking to join a team that's rewriting the future of underwriting, we'd love to hear from you.
Overview 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.
How you'll make an impact 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.
About You 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.
Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself.
For more information, visit our Benefits page.
Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace.
If your past experience doesn't align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities.
Although this role is listed as full-time, if you're in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch.
We will also offer reasonable adjustments to the recruitment process if required, so please let us know.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Locations
Customer Trading Advisor in Hampshire, Liphook employer: Arthur J. Gallagher & Co.
At Gallagher Benefit Services, we pride ourselves on being an exceptional employer that champions a collaborative and people-first culture. As a Business Development Director in our Change & Transformation practice, you'll enjoy competitive compensation, comprehensive benefits, and ample opportunities for career development while making a meaningful impact on businesses and their employees. Join us in a dynamic environment where your ideas are valued, and you can thrive alongside a community of trusted experts and bold explorers.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Trading Advisor in Hampshire, Liphook
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Arthur J. Gallagher & Co.. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Arthur J. Gallagher & Co. before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Trading Advisor in Hampshire, Liphook
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Arthur J. Gallagher & Co.:Your cover letter is your chance to shine! Tell us why you want to work at Arthur J. Gallagher & Co. specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Arthur J. Gallagher & Co.!
How to prepare for a job interview at Arthur J. Gallagher & Co.
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
