At a Glance
- 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: Customer service experience and strong communication skills are essential.
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 elevate 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:
- 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.
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.
Customer Trading Advisor in Liphook employer: Pen Underwriting
Pen Underwriting is an exceptional employer that fosters a collaborative work culture, empowering employees to excel in their roles while maintaining high underwriting standards. With a focus on professional growth, the company offers comprehensive benefits including health insurance and a pension plan, making it an attractive choice for those seeking meaningful and rewarding employment in the UK insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Trading Advisor in Liphook
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Pen Underwriting). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Pen Underwriting. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Customer Trading Advisor in Liphook
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Pen Underwriting.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Pen Underwriting. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Pen Underwriting
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Pen Underwriting to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Pen Underwriting, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Pen Underwriting's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.