Private Clients Account Executive

5 days ago Be among the first 25 applicants Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview Gallagher’s Irvine Office are seeking a Trainee Private Clients Account Executive to join their established team based in the town centre. Within the role, you'll be required to provide a quality service to our clients, acquire optimal retention numbers and push for growth where appropriate. This role sits within Gallagher's Retail Broking Division, which provides carefully tailored business insurance, risk management and risk transfer solutions. You will work with experienced Account Executives, and together provide outstanding service to our customers. How You’ll Make An Impact You will be responsible for creating documents for new customers, along with any mid‑term adjustments and renewals information. Ensure all customer details are recorded accurately and entered onto 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. Manage insurer and customer queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required. Deal with account queries and credit control matters highlighting any concerns. Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required. About You Skills and experience we’re looking for Holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of the personal lines insurance industry. Previous experience in the insurance industry is preferred but not essential as full training will be provided, as is having worked to targets within a regulated, measurable framework and achieved SLAs. Risk aware in handling customer information, 100% customer centric, focussed on the best possible outcome for our customers at all times. Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members. Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail. Proficient in MS Office, CDL 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. 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… We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long‑term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #J-18808-Ljbffr