Pen Underwriting - Customer Trading Advisor Short Description: Location: Ordnance Business Park Liphook, Hampshire Salary: £28,000 Hours: Monday to Friday, 9:00am to 5:00pm. Hybrid working with 2 to 3 days per week in the office Full Job Description Pen Underwriting is seeking a highly motivated customer trading advisor to join our underwriting services team. This is an excellent opportunity for an individual who is passionate about customer service and has the drive to deliver on the financial performance. As a customer trading advisor, you will play a crucial role in servicing our existing Household, Residential, and Commercial property owners accounts, as well as converting new business. The primary focus of the role is handling inbound and outbound telephone calls, to provide clear helpful and timely support to our brokers and underwriters. Other primary responsibilities involve proactively managing policy requirements to deliver an excellent customer journey and to ensure the progression/maintenance of customers insurance policies. It will require excellent communication skills, strong attention to detail, and the ability to manage multiple priorities, whilst working collaboratively with brokers and team underwriters/managers. What you'll be doing Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase feefo and trust pilot scores What we're looking for Previous experience in a customer service or call-handling role Excellent verbal and written communication skills Strong organisational skills with the ability to manage multiple tasks and priorities Confident using Microsoft Office applications Attention to detail and a proactive, problem-solving approach Resilient and confident when handling high call volumes or challenging conversations Comfortable working to targets and deadlines Professional, approachable and demonstrate behaviours in line with our team Operating Principles Self-motivated and able to work independently, taking ownership, responsibility and accountability over workloads This role requires a dedicated, positive and enthusiastic person that can take initiative and deliver high standards whilst in a fast paced, evolving team. About Gallagher Gallagher is one of the world's leading insurance, risk management and consulting businesses, helping organisations protect what matters most. You'll be joining a supportive team that invests in its people, encourages professional development and offers opportunities to build a rewarding long-term career. If you're looking for a customer-focused role where you can develop your skills, earn an uncapped bonus and progress within a global organisation, we'd love to hear from you.
Oct 07, 2026
Full time
Pen Underwriting - Customer Trading Advisor Short Description: Location: Ordnance Business Park Liphook, Hampshire Salary: £28,000 Hours: Monday to Friday, 9:00am to 5:00pm. Hybrid working with 2 to 3 days per week in the office Full Job Description Pen Underwriting is seeking a highly motivated customer trading advisor to join our underwriting services team. This is an excellent opportunity for an individual who is passionate about customer service and has the drive to deliver on the financial performance. As a customer trading advisor, you will play a crucial role in servicing our existing Household, Residential, and Commercial property owners accounts, as well as converting new business. The primary focus of the role is handling inbound and outbound telephone calls, to provide clear helpful and timely support to our brokers and underwriters. Other primary responsibilities involve proactively managing policy requirements to deliver an excellent customer journey and to ensure the progression/maintenance of customers insurance policies. It will require excellent communication skills, strong attention to detail, and the ability to manage multiple priorities, whilst working collaboratively with brokers and team underwriters/managers. What you'll be doing Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase feefo and trust pilot scores What we're looking for Previous experience in a customer service or call-handling role Excellent verbal and written communication skills Strong organisational skills with the ability to manage multiple tasks and priorities Confident using Microsoft Office applications Attention to detail and a proactive, problem-solving approach Resilient and confident when handling high call volumes or challenging conversations Comfortable working to targets and deadlines Professional, approachable and demonstrate behaviours in line with our team Operating Principles Self-motivated and able to work independently, taking ownership, responsibility and accountability over workloads This role requires a dedicated, positive and enthusiastic person that can take initiative and deliver high standards whilst in a fast paced, evolving team. About Gallagher Gallagher is one of the world's leading insurance, risk management and consulting businesses, helping organisations protect what matters most. You'll be joining a supportive team that invests in its people, encourages professional development and offers opportunities to build a rewarding long-term career. If you're looking for a customer-focused role where you can develop your skills, earn an uncapped bonus and progress within a global organisation, we'd love to hear from you.
Pen Underwriting - Customer Trading Advisor Short Description: Location: Ordnance Business Park Liphook, Hampshire Salary: £28,000 Hours: Monday to Friday, 9:00am to 5:00pm. Hybrid working with 2 to 3 days per week in the office Full Job Description Pen Underwriting is seeking a highly motivated customer trading advisor to join our underwriting services team. This is an excellent opportunity for an individual who is passionate about customer service and has the drive to deliver on the financial performance. As a customer trading advisor, you will play a crucial role in servicing our existing Household, Residential, and Commercial property owners accounts, as well as converting new business. The primary focus of the role is handling inbound and outbound telephone calls, to provide clear helpful and timely support to our brokers and underwriters. Other primary responsibilities involve proactively managing policy requirements to deliver an excellent customer journey and to ensure the progression/maintenance of customers insurance policies. It will require excellent communication skills, strong attention to detail, and the ability to manage multiple priorities, whilst working collaboratively with brokers and team underwriters/managers. What you'll be doing Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase feefo and trust pilot scores What we're looking for Previous experience in a customer service or call-handling role Excellent verbal and written communication skills Strong organisational skills with the ability to manage multiple tasks and priorities Confident using Microsoft Office applications Attention to detail and a proactive, problem-solving approach Resilient and confident when handling high call volumes or challenging conversations Comfortable working to targets and deadlines Professional, approachable and demonstrate behaviours in line with our team Operating Principles Self-motivated and able to work independently, taking ownership, responsibility and accountability over workloads This role requires a dedicated, positive and enthusiastic person that can take initiative and deliver high standards whilst in a fast paced, evolving team. About Gallagher Gallagher is one of the world's leading insurance, risk management and consulting businesses, helping organisations protect what matters most. You'll be joining a supportive team that invests in its people, encourages professional development and offers opportunities to build a rewarding long-term career. If you're looking for a customer-focused role where you can develop your skills, earn an uncapped bonus and progress within a global organisation, we'd love to hear from you.
Oct 07, 2026
Full time
Pen Underwriting - Customer Trading Advisor Short Description: Location: Ordnance Business Park Liphook, Hampshire Salary: £28,000 Hours: Monday to Friday, 9:00am to 5:00pm. Hybrid working with 2 to 3 days per week in the office Full Job Description Pen Underwriting is seeking a highly motivated customer trading advisor to join our underwriting services team. This is an excellent opportunity for an individual who is passionate about customer service and has the drive to deliver on the financial performance. As a customer trading advisor, you will play a crucial role in servicing our existing Household, Residential, and Commercial property owners accounts, as well as converting new business. The primary focus of the role is handling inbound and outbound telephone calls, to provide clear helpful and timely support to our brokers and underwriters. Other primary responsibilities involve proactively managing policy requirements to deliver an excellent customer journey and to ensure the progression/maintenance of customers insurance policies. It will require excellent communication skills, strong attention to detail, and the ability to manage multiple priorities, whilst working collaboratively with brokers and team underwriters/managers. What you'll be doing Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase feefo and trust pilot scores What we're looking for Previous experience in a customer service or call-handling role Excellent verbal and written communication skills Strong organisational skills with the ability to manage multiple tasks and priorities Confident using Microsoft Office applications Attention to detail and a proactive, problem-solving approach Resilient and confident when handling high call volumes or challenging conversations Comfortable working to targets and deadlines Professional, approachable and demonstrate behaviours in line with our team Operating Principles Self-motivated and able to work independently, taking ownership, responsibility and accountability over workloads This role requires a dedicated, positive and enthusiastic person that can take initiative and deliver high standards whilst in a fast paced, evolving team. About Gallagher Gallagher is one of the world's leading insurance, risk management and consulting businesses, helping organisations protect what matters most. You'll be joining a supportive team that invests in its people, encourages professional development and offers opportunities to build a rewarding long-term career. If you're looking for a customer-focused role where you can develop your skills, earn an uncapped bonus and progress within a global organisation, we'd love to hear from you.
Pen Underwriting - Customer Trading Advisor Short Description : Location: Ordnance Business Park Liphook, Hampshire Salary: £28,000 Hours: Monday to Friday, 9:00am to 5:00pm. Hybrid working with 2 to 3 days per week in the office Full Job Description Pen Underwriting is seeking a highly motivated customer trading advisor to join our underwriting services team. This is an excellent opportunity for an individual who is passionate about customer service and has the drive to deliver on the financial performance. As a customer trading advisor, you will play a crucial role in servicing our existing Household, Residential, and Commercial property owners accounts, as well as converting new business. The primary focus of the role is handling inbound and outbound telephone calls, to provide clear helpful and timely support to our brokers and underwriters. Other primary responsibilities involve proactively managing policy requirements to deliver an excellent customer journey and to ensure the progression/maintenance of customers insurance policies. It will require excellent communication skills, strong attention to detail, and the ability to manage multiple priorities, whilst working collaboratively with brokers and team underwriters/managers. What you'll be doing Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase feefo and trust pilot scores What we're looking for Previous experience in a customer service or call-handling role Excellent verbal and written communication skills Strong organisational skills with the ability to manage multiple tasks and priorities Confident using Microsoft Office applications Attention to detail and a proactive, problem-solving approach Resilient and confident when handling high call volumes or challenging conversations Comfortable working to targets and deadlines Professional, approachable and demonstrate behaviours in line with our team Operating Principles Self-motivated and able to work independently, taking ownership, responsibility and accountability over workloads This role requires a dedicated, positive and enthusiastic person that can take initiative and deliver high standards whilst in a fast paced, evolving team. About Gallagher Gallagher is one of the world's leading insurance, risk management and consulting businesses, helping organisations protect what matters most. You'll be joining a supportive team that invests in its people, encourages professional development and offers opportunities to build a rewarding long-term career. If you're looking for a customer-focused role where you can develop your skills, earn an uncapped bonus and progress within a global organisation, we'd love to hear from you.
Oct 07, 2026
Full time
Pen Underwriting - Customer Trading Advisor Short Description : Location: Ordnance Business Park Liphook, Hampshire Salary: £28,000 Hours: Monday to Friday, 9:00am to 5:00pm. Hybrid working with 2 to 3 days per week in the office Full Job Description Pen Underwriting is seeking a highly motivated customer trading advisor to join our underwriting services team. This is an excellent opportunity for an individual who is passionate about customer service and has the drive to deliver on the financial performance. As a customer trading advisor, you will play a crucial role in servicing our existing Household, Residential, and Commercial property owners accounts, as well as converting new business. The primary focus of the role is handling inbound and outbound telephone calls, to provide clear helpful and timely support to our brokers and underwriters. Other primary responsibilities involve proactively managing policy requirements to deliver an excellent customer journey and to ensure the progression/maintenance of customers insurance policies. It will require excellent communication skills, strong attention to detail, and the ability to manage multiple priorities, whilst working collaboratively with brokers and team underwriters/managers. What you'll be doing Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner Provide excellent customer service to brokers, acting as a knowledgeable and reliable point of contact Run reports using internal systems to identify outstanding actions and requirements, in addition to chasing new and renewal business Liaise with the accounts team and contribute to the reduction of aged debt Understand and handle claims cover requests, ensuring service standards are met Manage and organise team mailboxes Accurately update internal systems with call notes, policy information, and documentation Chase brokers for outstanding policy requirements Escalate issues appropriately to underwriters where requirements are delayed or complex Adhere to all regulatory, compliance, and internal quality standards Assist with policy trading activities in line with company procedures Increase feefo and trust pilot scores What we're looking for Previous experience in a customer service or call-handling role Excellent verbal and written communication skills Strong organisational skills with the ability to manage multiple tasks and priorities Confident using Microsoft Office applications Attention to detail and a proactive, problem-solving approach Resilient and confident when handling high call volumes or challenging conversations Comfortable working to targets and deadlines Professional, approachable and demonstrate behaviours in line with our team Operating Principles Self-motivated and able to work independently, taking ownership, responsibility and accountability over workloads This role requires a dedicated, positive and enthusiastic person that can take initiative and deliver high standards whilst in a fast paced, evolving team. About Gallagher Gallagher is one of the world's leading insurance, risk management and consulting businesses, helping organisations protect what matters most. You'll be joining a supportive team that invests in its people, encourages professional development and offers opportunities to build a rewarding long-term career. If you're looking for a customer-focused role where you can develop your skills, earn an uncapped bonus and progress within a global organisation, we'd love to hear from you.
Gallagher is seeking an experienced Senior Bid Manager (Specialty Lead) to join our Strategic Bid Management Team in the UK. You will lead complex, high-value bids, shaping opportunities from early stages through submission and post-bid review. You will partner with senior leaders, producers and subject matter experts to deliver differentiated client propositions, establish governance and drive best-in-class bid practices across multiple concurrent pursuits.
Oct 05, 2026
Full time
Gallagher is seeking an experienced Senior Bid Manager (Specialty Lead) to join our Strategic Bid Management Team in the UK. You will lead complex, high-value bids, shaping opportunities from early stages through submission and post-bid review. You will partner with senior leaders, producers and subject matter experts to deliver differentiated client propositions, establish governance and drive best-in-class bid practices across multiple concurrent pursuits.
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview At Gallagher, we're looking for an experienced and commercially-focused Senior Bid Manager to join our Strategic Bid Management Team (SBMT). This is an exciting opportunity to play a pivotal role in securing some of Gallagher's largest and most complex new business and retention opportunities across our Specialty divisions. You'll partner with senior leaders, producers and subject matter experts to develop winning strategies, lead high-profile pursuits and drive best-in-class bid management practices. If you thrive in a fast-paced environment, enjoy influencing senior stakeholders and have a passion for turning complex requirements into compelling client solutions, we'd love to hear from you. The Strategic Bid Management Team (SBMT) leads Gallagher's most important business development and retention opportunities. Working on high-value, strategically significant pursuits, the team partners with business leaders to shape opportunities from an early stage, ensuring a structured, disciplined and client-focused approach that maximises our chances of success. As a Senior Bid Manager (Specialty Lead), you will take ownership of complex strategic pursuits, managing the process from initial qualification and opportunity shaping through to submission, presentation and post-bid review. You will provide expert bid leadership, establish governance and delivery frameworks, and coordinate diverse stakeholder groups to create high-quality, differentiated client propositions. This role offers significant visibility across Gallagher's Specialty business, working closely with senior executives and contributing directly to business growth. How you'll make an impact Lead the delivery of Gallagher's most complex and high-value Specialty bids and retentions from qualification through to submission and outcome. Develop and implement pursuit strategies, win themes and compelling client-focused messaging. Establish robust bid plans, governance structures and delivery timelines, ensuring projects remain on track and risks are proactively managed. Facilitate strategy workshops, kick-offs, review sessions and stakeholder meetings. Partner with producers, client teams and subject matter experts to develop compelling and differentiated propositions. Manage executive reviews, approvals and final submissions to the highest quality standards. Ensure compliance with regulatory, contractual and internal governance requirements. Monitor bid pipeline activity, resource demand and delivery priorities across multiple concurrent opportunities. Lead post-bid reviews and lessons learned activities to drive continuous improvement. Coach and mentor Bid Managers and wider stakeholders, helping to raise capability across the function. Support innovation initiatives and the adoption of digital and AI-enabled bid management tools and processes. About you Calm and resilient under pressure. Commercially minded and focused on activities that drive results. A collaborative partner who builds strong relationships across the business. Highly organised and disciplined in managing competing priorities. A confident communicator who brings clarity, structure and momentum to complex projects. Passionate about continuous improvement and delivering an exceptional stakeholder experience. 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. 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. We will also offer reasonable adjustments to the recruitment process if required. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Sep 30, 2026
Full time
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview At Gallagher, we're looking for an experienced and commercially-focused Senior Bid Manager to join our Strategic Bid Management Team (SBMT). This is an exciting opportunity to play a pivotal role in securing some of Gallagher's largest and most complex new business and retention opportunities across our Specialty divisions. You'll partner with senior leaders, producers and subject matter experts to develop winning strategies, lead high-profile pursuits and drive best-in-class bid management practices. If you thrive in a fast-paced environment, enjoy influencing senior stakeholders and have a passion for turning complex requirements into compelling client solutions, we'd love to hear from you. The Strategic Bid Management Team (SBMT) leads Gallagher's most important business development and retention opportunities. Working on high-value, strategically significant pursuits, the team partners with business leaders to shape opportunities from an early stage, ensuring a structured, disciplined and client-focused approach that maximises our chances of success. As a Senior Bid Manager (Specialty Lead), you will take ownership of complex strategic pursuits, managing the process from initial qualification and opportunity shaping through to submission, presentation and post-bid review. You will provide expert bid leadership, establish governance and delivery frameworks, and coordinate diverse stakeholder groups to create high-quality, differentiated client propositions. This role offers significant visibility across Gallagher's Specialty business, working closely with senior executives and contributing directly to business growth. How you'll make an impact Lead the delivery of Gallagher's most complex and high-value Specialty bids and retentions from qualification through to submission and outcome. Develop and implement pursuit strategies, win themes and compelling client-focused messaging. Establish robust bid plans, governance structures and delivery timelines, ensuring projects remain on track and risks are proactively managed. Facilitate strategy workshops, kick-offs, review sessions and stakeholder meetings. Partner with producers, client teams and subject matter experts to develop compelling and differentiated propositions. Manage executive reviews, approvals and final submissions to the highest quality standards. Ensure compliance with regulatory, contractual and internal governance requirements. Monitor bid pipeline activity, resource demand and delivery priorities across multiple concurrent opportunities. Lead post-bid reviews and lessons learned activities to drive continuous improvement. Coach and mentor Bid Managers and wider stakeholders, helping to raise capability across the function. Support innovation initiatives and the adoption of digital and AI-enabled bid management tools and processes. About you Calm and resilient under pressure. Commercially minded and focused on activities that drive results. A collaborative partner who builds strong relationships across the business. Highly organised and disciplined in managing competing priorities. A confident communicator who brings clarity, structure and momentum to complex projects. Passionate about continuous improvement and delivering an exceptional stakeholder experience. 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. 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. We will also offer reasonable adjustments to the recruitment process if required. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
