Account Broker

As an Account Broker in Gallagher Bristol, you support clients by delivering quality service, securing retention, and driving growth within the Retail Broking Division. You’ll handle new client onboarding, mid-term changes, and renewals while maintaining data accuracy and timely processing. You collaborate with experienced brokers to provide tailored insurance solutions and manage insurer and client queries. Your role combines compliance, customer focus, and efficient administration to protect client interests and support business goals.

• Competitive compensation
• Comprehensive benefits programs
• Career development and ongoing learning
• Collaborative, people-first culture with accessible leadership
• Meaningful work with global reach and local impact

• Create documents for new customers, handle mid-term adjustments and renewals information
• Ensure data accuracy and timely entry into systems
• Obtain renewal terms and explore options to present best solution
• Prepare renewal closings from meeting minutes and ensure cover before renewal date
• Manage insurer and customer queries, confirm cover, process policies, and chase missing documents
• Address account queries and credit control matters and raise concerns when needed
• Apply relevant legal and regulatory policies to internal procedures and insurance contracts

• Experience in commercial lines insurance in a broking, MGA, or insurer setting
• Knowledge of mid-market to corporate clients; SME background acceptable
• Holding or working towards Chartered Insurance Institute qualifications (Cert CII, Dip CII, or ACII)
• GCSE standard or equivalent education; intermediate knowledge of commercial insurance
• Experience working to targets within a regulated framework and achieving SLAs
• Risk-aware and customer-centric mindset with data protection focus
• Strong communication and interpersonal skills, planning, analytical thinking, and attention to detail
• Proficiency in MS Office; Acturis experience advantageous
• Eligible to work in the UK

• Outstanding communication and interpersonal skills
• Strong planning and analytical abilities
• Attention to detail and accuracy
• Results-oriented and initiative-taking
• MS Office
• Acturis (advantageous)