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- Tasks: Deliver exceptional service to brokers and manage trading activities in the insurance industry.
- Company: Join a dynamic underwriting business backed by Gallagher, transforming the insurance landscape.
- Benefits: Enjoy 25+ days holiday, health plans, and exciting career opportunities.
- Other info: Inclusive culture with a commitment to diversity and community support.
- Why this job: Be part of a team rewriting the future of underwriting with your ideas and initiative.
- Qualifications: Experience in customer service, strong communication, and organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
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.
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
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…
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.
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.
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.
Customer Service Advisor in Liphook employer: Pen Underwriting UK
Contact Detail:
Pen Underwriting UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor in Liphook
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Pen and their values. Understanding their approach to underwriting and customer service will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or family member. This will help you articulate your thoughts clearly and confidently, especially when discussing your customer service experience and how you handle challenging situations.
✨Tip Number 3
Show off your skills! Bring examples of how you've delivered exceptional customer service in the past. Whether it’s a tricky call you handled or a time you went above and beyond for a client, having these stories ready will demonstrate your proactive and organised nature.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and gives you another chance to reiterate why you’d be a great fit for the Customer Service Advisor position at Pen.
We think you need these skills to ace Customer Service Advisor in Liphook
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Service Advisor role. Highlight your relevant experience and skills that match the job description, like your communication prowess and customer-focused approach.
Showcase Your Skills: Don’t just list your skills—give examples! If you’ve handled challenging conversations or managed multiple tasks effectively, share those stories. We love seeing how you’ve made an impact in previous roles.
Be Professional Yet Approachable: While it’s important to maintain professionalism, don’t forget to let your personality shine through. We’re looking for someone who can connect with brokers and clients, so a friendly tone can go a long way in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Pen!
How to prepare for a job interview at Pen Underwriting UK
✨Know Your Stuff
Before the interview, make sure you understand Pen's business model and values. Familiarise yourself with their approach to underwriting and how they support brokers. This will help you demonstrate your enthusiasm and alignment with their goals.
✨Showcase Your Communication Skills
As a Customer Service Advisor, strong communication is key. Prepare examples of how you've handled challenging conversations in the past. Practice articulating your thoughts clearly and confidently, as this will be crucial during the interview.
✨Be Organised and Proactive
Highlight your organisational skills by discussing how you manage multiple tasks effectively. Bring up specific instances where your proactive approach led to improved customer satisfaction or streamlined processes. This will show that you're ready to hit the ground running.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. Inquire about how the team collaborates to improve customer satisfaction metrics or how they handle high call volumes. This shows your genuine interest in the position and helps you assess if it's the right fit for you.