Account Executive Associate

3 days ago

Bournemouth, United Kingdom Gallagher Full time

To act as a Trainee Account Executive in the best interests of the company. This role will be responsible for supporting a book of new clients and renewal portfolio, assisting Account Executives and Account Directors in managing and providing a quality service, meeting client demands and needs in order to achieve optimum profitable renewal retention rate and growth.

**Your Role**:

- Assist Account Executives & Directors to manage client/prospect/introducer relationships and grow the book/existing accounts, providing the most appropriate insurance and risk management solutions
- Learn to negotiate with insurers to obtain terms for clients that accurately and effectively match customer requirements
- Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
- Ensure client information and sales plans are kept up to date
- Assist in providing realistic plans and forecasts on customer performance.
- Learn how to establish and manage a sales pipeline of potential clients
- Analyse and interpret sales data to identify unexpected patterns and trends
- Build up a sales pipeline of business opportunities that will ensure sales targets are met
- Proactively seek out commercial opportunities and partnerships
- Work closely with Account Handlers and Brokers to negotiate terms and conditions of placements
- Deal with internal and external queries from colleagues or underwriters
- Ensure that premiums are paid in accordance with credit control requirements
- Carry out duties following internal policies and procedures in accordance with applicable laws, rules, regulations, good governance and Gallagher’s shared values, in particular, putting clients at the heart of our business.

**Your Skills, Experience and Qualifications**:

- Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable
- Educated to GCSE standard or equivalent
- Basic knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
- Demonstrated rapport-building experience with colleagues/clients
- Evidence of effectively prioritising risks to manage concurrent workflow
- Due diligence in administration
- Able to quickly grasp and interpret salient information
- Worked to deadlines and able to anticipate change
- Good client service focus
- Able to identify potential risks/issues and seek advice/consultation when required
- Due diligence and process driven to deadlines
- 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
- Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
- Eligible to work in the UK
- Ability to travel to client sites

**What we offer you**:
We want Gallagher to be **the **organisation that **all **our people are proud to be a part of and where everyone can call themselves one of **our **team. Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.

We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group. By welcoming and encouraging diverse opinions and backgrounds within **our **organisation, we will have a healthier, more innovative and ultimately more profitable business.

**About Us**:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture motivated by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our global brokerage team, you’ll help our clients address risk, protect assets and recover from losses.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is 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.

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