Insurance Account Manager

2 weeks ago


Ipswich, Suffolk, United Kingdom Gallagher Full time
About the Role

We are seeking a skilled Insurance Account Manager to join our Commercial Niche Practice Team in Ipswich. As part of this role, you will be responsible for providing exceptional customer service, retaining valued clients, and assisting Account Executives in winning new clients as part of the growth strategy for the practice.

Your aim is simple: provide exceptional customer service, retain your valued clients, and assist Account Executives to win new clients as part of the growth strategy for the practice. With the highest integrity, you will be responsive and proactive in your service delivery and have commercial awareness of the market around you.

  • Build relationships with clients, elevating yourself to a 'trusted advisor' status.
  • Prepare quality, accurate client documents, obtain renewal terms, and seek to provide alternative quotations to deliver the best outcome for clients.
  • Handle any mid-term adjustments in a proactive and responsive manner.
  • Ensure all client details are recorded accurately and entered onto the system.
  • Expertly handle queries about client policies; whether it's with your client directly or their insurers.
  • Confirm cover with relevant insurers, process policies, and chase up outstanding documentation as necessary.
  • Prepare debit notes and summaries of cover while ensuring the secure delivery of policy documentation from insurers. Check the documentation prior to sending to your clients with a keen eye for detail.
  • Take care of account queries and credit control matters promptly, highlighting any concerns where needed.
  • Align with key legal and regulatory policies, safeguarding you and the business.
About You

We are looking for an experienced professional who has previously handled commercial clients in a broking environment. Your risk-aware approach to handling customer information is essential, as is your 100% customer-centric approach, always focused on delivering the best possible outcome for our customers.

  • Prior experience handling commercial clients in a broking environment would be an advantage.
  • Risk aware in handling customer information.
  • 100% customer centric approach, always focused on the best possible outcome for our customers.
  • Cert CII qualification would be an advantage.
  • Educated to GCSE standard or equivalent, with knowledge of the commercial insurance industry.
  • Process, task, and deadline-focused. Takes initiative and anticipates clients' and team's needs.
  • Outstanding communication and interpersonal skills; can confidently build and maintain rapport.
  • Strong attention to detail.
  • Proficient in MS Office, and Acturis experience would be advantageous.
  • Eligible to work in the UK.
Compensation and Benefits

On top of a competitive salary, great teams, and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level, these benefits may improve:

  • A 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.
  • Income protection, we'll cover up to 50% of your annual income, with options to top up.
  • Health cash plan or Private medical insurance.

Other benefits include:

  • Three fully paid volunteering days per year.
  • 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.
  • Emergency back-up family care.
  • And many more...


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