Charities Account Manager Professional

2 weeks ago


Birmingham, Birmingham, United Kingdom Gallagher Full time

About the Role

We are seeking an experienced Charities Account Manager to join our dynamic team at Gallagher. This exciting opportunity will allow you to take ownership of a portfolio of commercial clients within the Charities division, providing account servicing support and ensuring effective servicing of client accounts.

Key Responsibilities
  • Manage a portfolio of cross-class commercial clients within the Charities division, providing account servicing support and ensuring effective servicing of client accounts.
  • Create documents for new customers, along with any mid-term adjustments and renewals information.
  • E nsure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
  • Obtain renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
  • Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
  • Liaise with clients and insurers, confirming cover with relevant insurers, processing policies and chasing up outstanding documentation when required.
  • Deal with account queries and credit control matters, highlighting any concerns.

About You

To be successful in this role, you will have experience dealing with the Charities sector, commercial insurance knowledge, and strong communication and social skills. Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent.

Compensation and Benefits

On top of a competitive salary of approximately £35,000 - £45,000 per annum, depending on location, you can expect a wide range of benefits, including minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days. We also offer a defined contribution pension scheme, life insurance, income protection, and health cash plan or Private medical insurance.



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