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Account Manager

1 month ago

Hatton of Fintray, Aberdeenshire, United Kingdom Gallagher Full time
Job Title: Account Handler

About the Role

We are seeking an experienced Account Handler to join our Private Clients/High Net Worth team in our Warwick office. As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions.

Key Responsibilities

  • Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently.
  • Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions.
  • Conduct thorough risk assessments and analysis to determine appropriate coverage for clients.
  • Negotiate with insurance underwriters to obtain the best terms and conditions for clients.
  • Prepare and present insurance proposals to clients, explaining coverage options and pricing.
  • Process policy changes, endorsements, and renewals accurately and efficiently.
  • Handle claims on behalf of clients, ensuring prompt and fair settlement.
  • Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information.

About You

  • Demonstrable experience as an Account Handler in the High Net Worth/Private Clients insurance sector.
  • Strong knowledge of HNW insurance products and coverage options.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Proven track record of delivering exceptional customer service and exceeding client expectations.
  • Ability to work independently and manage a large portfolio of clients effectively.
  • Strong attention to detail and organisational skills.
  • Proficient in using insurance software (Acturis) and Microsoft Office Suite.

What We Offer

  • Competitive salary.
  • Great teams and exciting career opportunities.
  • 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.
  • 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.