Account Manager

1 month ago

Woking, Surrey, United Kingdom Arthur J. Gallagher & Co. (AJG) Full time
About the Role

We are seeking a highly skilled and detail-oriented Account Executive to join our team at Arthur J. Gallagher & Co. (AJG). As an Account Executive, you will play a crucial role in efficiently managing the administration of Corporate Group Risk and Group Healthcare schemes.

Key Responsibilities
  1. Build and maintain strong relationships with clients, colleagues, and third parties to provide exceptional service and manage expectations.
  2. Collaborate with Associate Consultants, Consultants, and insurers/product providers to obtain new business quotations and relevant information.
  3. Deliver high-quality administrative support to internal and external clients, working closely with the team to achieve shared goals.
  4. Handle client requests, queries, and correspondence with professionalism and attention to detail.
  5. Manage new business processing, re-broking, scheme renewals, underwriting, and claims in a compliant and profitable manner.
  6. Meet specific deadlines and service levels agreed with clients and line management.
  7. Maintain accurate and up-to-date records using Adviser Office (CRM) & Virtual Cabinet software.
  8. Organize and prioritize tasks effectively, ensuring efficient workflow within the team.
  9. Perform general office duties, including filing and document maintenance.
  10. Adhere to internal policies and procedures, ensuring compliance with applicable laws, regulations, and Gallagher's shared values.
Requirements
  1. Demonstrable experience in administering Group Life Assurance, Group Income Protection, Group Critical Illness, and Group Healthcare schemes.
  2. Proven background in Financial Services administration.
  3. Strong communication skills, both written and verbal, with the ability to engage effectively at all levels.
  4. High attention to detail and accuracy in all tasks.
  5. Excellent organizational skills with the ability to manage tight deadlines and multiple priorities.
  6. Commitment to staying updated with industry changes and regulatory requirements.
  7. Proficiency in Microsoft Office (Excel, Word) and relevant internal systems/databases.
  8. Awareness of regulatory standards for 'advised' and 'non-advised' sales, particularly regarding advice and recommendations to clients.
  9. Good general education, including Maths and English.
  10. CII Group Risk (GR1) and Healthcare (IF7) qualifications are desirable.
  11. Must be eligible to work in the UK.
What We Offer

On top of a competitive salary, great teams, and exciting career opportunities, we also offer a wide range of benefits, including:

  1. Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days.
  2. Defined contribution pension scheme, which Gallagher will also contribute to.
  3. Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
  4. Income protection, we'll cover up to 50% of your annual income, with options to top up.
  5. Health cash plan or Private medical insurance.

Other benefits include:

  1. Three fully paid volunteering days per year.
  2. Employee Stock Purchase plan, offering company shares at a discount.
  3. Share incentive plan, HMRC approved, tax effective, stock purchase plan.
  4. Critical illness cover.
  5. Discounted gym membership, with over 3,000 gyms nationally.
  6. Season ticket loan.
  7. Access to a discounted voucher portal to save money on your weekly shop or next big purchase.
  8. Emergency back-up family care.
  9. And many more...

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