Lender''s Insurance Advisory - Senior Associate

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher''s global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you''ll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we''ll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
OverviewThe Gallagher Lenders Insurance Advisory team work closely with a wide variety of banks and financial institutions, offering insurance consultancy services to ensure that clients’ needs are met, when financing large scale acquisitions and projects.
This opportunity is to act as a Senior Associate in the best interests of the company, within a rapidly growing team in a burgeoning sector. This role will be responsible for servicing clients in an efficient manner, throughout the client’s financing process, and assisting with new business production activity. You will support the client Directors and wider MALT team, meeting client demands and needs in order to achieve optimum profitable client retention rate and growth.
This role would be ideal for someone who has due diligence experience or someone who has construction or property insurance experience looking to go into a more consultative position.
How you\''ll make an impact
Assist in the gathering of information to prepare insurance due diligence reports, and under supervision, prepare initial draft DD reports to be issued to the lenders
Participate in regular calls to explain the insurance position to clients in a clear and concise manner, offer advice, and work with the team to propose solutions to rectify any issues that arise
Negotiate favourable insurance terms with relevant insurance brokers, who are responsible for managing the policies relevant to our clients
Liaise with client legal teams as necessary, to clarify insurance queries relevant to the financings
Ensure all customer details are recorded accurately and entered onto system in a timely fashion
Secure delivery of finalised policy documentation from brokers, and check that these align with the lenders insurance requirements
Assist in the RFP process as directed by senior team members
Support the team around new business initiatives, including marketing activity
Work with wider Gallagher teams, in order to support clients through finding innovative insurance solutions
Maintain regular contact with internal teams on the broking side, to keep appraised of insurance market developments relevant to our clients
Deal with client queries in relation to insurance matters
Prepare invoices and deal with invoicing enquiries
Manage accounts and process payments by deliverable dates
Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
Deal with general account queries, and ensure that they are resolved efficiently
Perform miscellaneous office duties in support of account servicing
Manage own workload in order to effectively service the client relationship and ensure DD reports are completed within client deadlines
Comply with AJG Professional Standards Manual in accordance with statutory requirements for the role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly
About You
Some experience in insurance broking or underwriting, preferably in the property or construction sector
Educated to degree standard
Able to quickly grasp and interpret salient information
High attention to detail and process driven
Worked to deadlines and able to anticipate change
Good client service focus
Able to identify potential risks/issues and seek advice/consultation when required
Risk aware in customer handling
Proactive in customer-care
Good communication and interpersonal skills
Excellent planning and analytical skills
Deals with ambiguity
Accuracy and attention to detail
Takes initiative when assisting team members
Continually builds industry knowledge
MS Office proficiency
Eligible to work in the UK
Compensation and benefitsOn 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 diversityInclusion and diversity (IandD) 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 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 with TAGlobalSupport@ajg.com. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
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.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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