Account Manager

2 days ago


Woking, Surrey, United Kingdom Gallagher Full time
About the Role

We are seeking a highly skilled and experienced Account Executive to join our team at Gallagher Benefit Services. As a key member of our benefits and HR consulting team, you will play a crucial role in helping our clients build workplaces that work better.

Key Responsibilities
  • Provide proactive and efficient administration of Corporate Group Risk and Group Healthcare schemes
  • Deliver professional and high-quality service to clients, colleagues, and third parties
  • Develop internal and external relationships to provide efficient service to clients and manage their expectations
  • Work in a team to provide an outstanding administration service to internal and external clients
  • Process new business, re-brokes, scheme renewals, underwriting, and claims compliantly and profitably
  • Work within specific time deadlines and service levels agreed with clients and line management
  • Ensure accurate and up-to-date records are maintained in Adviser Office (CRM) & Virtual Cabinet software
  • General office filing and maintenance
  • Adhere to internal policies, procedures, and regulatory requirements, including putting clients at the heart of our business
Requirements
  • Demonstrable administration experience in Group Life assurance, Group Income Protection, Group Critical Illness, and Group Healthcare
  • Proven Financial Services administration experience
  • Proficiency in Microsoft Office (Excel, Word) and internal systems/databases
  • Awareness of regulatory requirements for advised and non-advised sales
  • Good standard of general education, including Maths and English
  • CII Group Risk (GR1) and Healthcare (IF7) certifications (Desirable)
What We Offer
  • Competitive salary
  • Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days
  • Defined contribution pension scheme, which Gallagher will also contribute to
  • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
  • Health cash plan or Private medical insurance
  • Employee Stock Purchase plan, offering company shares at a discount
  • Share incentive plan, HMRC approved, tax effective, stock purchase plan
  • Critical illness cover
  • Discounted gym membership, with over 3,000 gyms nationally
  • Season ticket loan
  • Access to a discounted voucher portal to save money on your weekly shop or next big purchase
About Us

Gallagher is a leading provider of insurance, risk management, and employee benefits solutions. We are committed to delivering exceptional service and value to our clients, and we are proud to be accredited as a Living Wage employer with the Living Wage Foundation.

We believe that all persons are entitled to equal employment opportunity and prohibit any form of discrimination based on protected characteristics. We are Disability Confident Committed and have pledged to make our recruitment process inclusive and accessible.


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