Account Director

at  Gallagher

Chelmsford CM1, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 Jun, 2024Not Specified29 Mar, 2024N/APresentation Skills,Numeracy,Excel,Communication SkillsNoNo
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Description:

About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher’s global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you’ll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we’ll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview:
To act as an Account Director in the best interests of the company. This role will be responsible for retaining exisiting business, managing and providing a quality service, meeting client demands and needs in order to achieve optimum profitable renewal retention rate and growth.

Responsibilities:

  • To help develop the business in line with the business plan
  • Client management and direction for a specified allocation of clients
  • Provide service to clients in accordance with SLA issued
  • Retain and grow accounts to ensure income on each account is maximised at renewal and during the year
  • Maintain client action plan for each client and ensure these are adopted and implemented
  • Attend client meetings and undertake presentations as required
  • Oversee account managers’, broking managers and claims managers’ work on these accounts
  • Liaise with Development Managers (“new business”) on new cases and attend presentations as and when required
  • Marketing skills. Use Marketing Department skills to improve revenue, improve literature, analyse route to market, sales processes and delivery and implementation of transactional and e-commerce systems. See errors as challenges and suggest positive alternative solutions
  • Maintain and develop close relationships with all key officers of clients wherever possible
  • Offer risk management support to clients when necessary
  • Carry out all responsibilities and manage work processes to ensure optimum efficiency in accordance with FSA regulations as directed by Acumus/Group
  • Credit Control. Liaise with accounts function to ensure receipt of client payments in accordance with timescales laid down in SLA/TOBA
  • Management Information. Provide MI on regular basis as per requirements.
  • Maintain an up to date knowledge of client housing sector and competitor issues. Bring these to the attention of Head of Client Services, Operations, Broking and Claims teams and other colleagues as appropriate.
  • Client Management. Direct the day to day management and strategy of your allocated clients, ensuring that the claims technicians and account managers follow the agreed service programme and are aware of relevant objectives
  • Record Keeping. Ensure that meeting notes are issued promptly and that points of action arising out of client meetings are followed up within specified deadlines
  • Technical Assistance. Provide a day to day reference point for technical queries, problems, complaints and any other issues.

Qualifications:

  • Good general knowledge of the insurance business
  • Good knowledge of insurance principles, covers and wordings
  • High level of knowledge of the social housing sector
  • Good knowledge of company broking and client servicing process and procedures
  • Good knowledge and understanding of FSA and other compliance matters
  • Excellent communication skills
  • Excellent report writing skills
  • Excellent presentation skills
  • Good negotiation skills
  • High level of numeracy and literacy
  • Good level of PC skills PC (including MS Outlook, Word, Excel)

Responsibilities:

  • To help develop the business in line with the business plan
  • Client management and direction for a specified allocation of clients
  • Provide service to clients in accordance with SLA issued
  • Retain and grow accounts to ensure income on each account is maximised at renewal and during the year
  • Maintain client action plan for each client and ensure these are adopted and implemented
  • Attend client meetings and undertake presentations as required
  • Oversee account managers’, broking managers and claims managers’ work on these accounts
  • Liaise with Development Managers (“new business”) on new cases and attend presentations as and when required
  • Marketing skills. Use Marketing Department skills to improve revenue, improve literature, analyse route to market, sales processes and delivery and implementation of transactional and e-commerce systems. See errors as challenges and suggest positive alternative solutions
  • Maintain and develop close relationships with all key officers of clients wherever possible
  • Offer risk management support to clients when necessary
  • Carry out all responsibilities and manage work processes to ensure optimum efficiency in accordance with FSA regulations as directed by Acumus/Group
  • Credit Control. Liaise with accounts function to ensure receipt of client payments in accordance with timescales laid down in SLA/TOBA
  • Management Information. Provide MI on regular basis as per requirements.
  • Maintain an up to date knowledge of client housing sector and competitor issues. Bring these to the attention of Head of Client Services, Operations, Broking and Claims teams and other colleagues as appropriate.
  • Client Management. Direct the day to day management and strategy of your allocated clients, ensuring that the claims technicians and account managers follow the agreed service programme and are aware of relevant objectives
  • Record Keeping. Ensure that meeting notes are issued promptly and that points of action arising out of client meetings are followed up within specified deadlines
  • Technical Assistance. Provide a day to day reference point for technical queries, problems, complaints and any other issues


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Accounts Management

Graduate

Proficient

1

Chelmsford CM1, United Kingdom