Private Client Account Executive

2 days ago

Irvine, North Ayrshire, United Kingdom Gallagher Full time

Salary up to £26,650

Hybrid after probation - 2 days from home

Monday - Friday - 9am-5pm

Gallagher's Irvine Office are seeking a 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, who provide 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.

What you can expect:

  • You will be responsible for creating documents for new customers, along with any mid-term adjustments and renewals information too.
  • Ensure 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.
  • 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.

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, 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.

What we offer you:

We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team. Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.

We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group. By welcoming and encouraging diverse opinions and backgrounds within our organisation, we will have a healthier, more innovative and ultimately more profitable business.

We invest in our talent through leadership academies, mentoring opportunities, professional qualifications, and development programmes. We are able to provide our colleagues with a platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment.

We provide a competitive benefits package, agile working, annual pay reviews, in addition to various flexible benefits (enhanced pension contributions, access to our discount portal and Gallagher Premiership Rugby Tickets to name a few).

About Us:

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive, and people prosper. We live a culture motivated by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. As a member of our global brokerage team, you'll help our clients address risk, protect assets and recover from losses.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is 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.

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