Trainee

Introduction Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging. Overview As a global insurance brokerage, Gallagher seeks to provide the best service to its customers. The Gallagher Service Center is a crucial component of our ability to provide industry-leading quality and customer service, helping our global teams serve our end customers better, meet regulatory requirements and improve speed to market. We are ranked as the 4th largest insurance broking company, Headcount close to 6000 and growing, with a strong global business presence in insurance, risk management and consulting services with over 35,000 employees globally. Headquartered in the United States in Rolling Meadows, IL. At Gallagher, our top priority is to provide world class service to our customers globally, in a consistent manner. The Gallagher Service Centre was established almost two decades ago and plays a key role in supporting various business divisions in Gallagher. We are present in five locations in India – Bangalore, Mumbai, Pune, Kolhapur and Shimoga. By adopting a fast and quality driven approach to support the field staff, at the GSC we ensure that our global teams achieve quick turnaround in customer service, better market reach and meet regulatory requirements. Working at the GSC gives you the opportunity to join a growing global organization. We offer our employees an unmatched professional environment to use their skills, improve their knowledge and deliver tangible results. At Gallagher, we want to empower you to make a difference, take control and make an impact. Gallagher believes that all persons are entitled to equality in our employment opportunities. How you'll make an impact Trainee / Advisor and Senior Advisor  Processing of Client figures into our system in line with specified key performance indicators and contractual conditions  Acknowledge and action client’s instructions in a timely manner and communicate pertinent information as necessary  Where applicable, ensure prompt chasing of accounts / claims due from clients or notify Account Manager (AM) / Client Service Advocate (CSA) to do the same  Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market  Ensure the workflow system is kept up to date with correct dates and appropriate comments  Understand the client’s business and their requirements (operational and other)  Is aware of unpaid items and status of collection for regular update and discussion with Clients and ensures problems are escalated to management  Engage with Bureau markets for agreement and Xchanging offices for agreement / signing of accounts  Adheres to standard internal processes, policies and procedures, and other external regulatory requirements  Compliance with legal requirements, industry regulations, organisational policies and Willis Re best practice and professional codes  Ensure internal, client and market correspondence are stored on E-filing and necessary documents attached to processing system  Support Account and Settlement associates to ensure that all financial aspects are handled in a timely manner for the secure, efficient and auditable handling of client monies  Liaise with AM / CSA on a regular basis to understand and determine Client specific needs  Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, TAT standards prescribed by the Business Unit About you Qualifications: BBA, BCOM, BAF (Finance Background) Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks. Additional Information 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: Medical Insurance and Parental Medical Insurance Accidental Insurance and Life Insurance Retirals - Employee Gratuity, Future Service Gratuity benefit - Group Term Life, Employee Provident Fund, National Pension Scheme Flexi Benefits Plan - Tax Savings Plans Educational expense reimbursement Annual Leave/ Maternity & Paternity Leave/ Additional paid ML, Mental Health Day Other benefits include: Employee Wellness Programs Training programs And 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 organization. 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. 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.

Qualifications: BBA, BCOM, BAF (Finance Background) Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks.

Trainee / Advisor and Senior Advisor  Processing of Client figures into our system in line with specified key performance indicators and contractual conditions  Acknowledge and action client’s instructions in a timely manner and communicate pertinent information as necessary  Where applicable, ensure prompt chasing of accounts / claims due from clients or notify Account Manager (AM) / Client Service Advocate (CSA) to do the same  Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market  Ensure the workflow system is kept up to date with correct dates and appropriate comments  Understand the client’s business and their requirements (operational and other)  Is aware of unpaid items and status of collection for regular update and discussion with Clients and ensures problems are escalated to management  Engage with Bureau markets for agreement and Xchanging offices for agreement / signing of accounts  Adheres to standard internal processes, policies and procedures, and other external regulatory requirements  Compliance with legal requirements, industry regulations, organisational policies and Willis Re best practice and professional codes  Ensure internal, client and market correspondence are stored on E-filing and necessary documents attached to processing system  Support Account and Settlement associates to ensure that all financial aspects are handled in a timely manner for the secure, efficient and auditable handling of client monies  Liaise with AM / CSA on a regular basis to understand and determine Client specific needs  Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, TAT standards prescribed by the Business Unit