Employee Benefits Account Executive

2 weeks ago

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

We are seeking a highly skilled and experienced Account Executive to join our benefits and HR consulting team. As an Account Executive, you will play a crucial role in helping our clients build better workplaces.

Key Responsibilities
  • Develop internal and external relationships to provide efficient service to clients and manage their expectations
  • Liaise with Associate Consultants, Consultants, and insurers/product providers for new business quotations and information
  • Work in a team to deliver an outstanding administration service to internal and external clients
  • Assist with client requests, queries, and general correspondence
  • 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
  • Maintain a diary system for efficient oversight and intra-team workflow
  • Perform general office filing and maintenance
  • Adhere to internal policies, procedures, and applicable laws, rules, regulations, and good governance
About You

We are looking for someone with demonstrable administration experience in Group Life assurance, Group Income Protection, Group Critical Illness, and Group Healthcare. You should also have proven Financial Services administration experience, strong verbal and written communication skills, and a high level of accuracy and attention to detail.

What We Offer

On top of a competitive salary, great teams, and exciting career opportunities, we also offer a wide range of benefits, including a minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days, a defined contribution pension scheme, life insurance, income protection, and many more.

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