Account Manager

at  Gallagher

Introduction:
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:
We are looking to recruit an Account Manager to join our team in the Birmingham Office. You will be responsible for servicing accounts for our clients within the renewals lifecycle process, including but not limited to renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.

You will have experience of working as an Account Manager (ideally dealing with Mid-Corporate and Corporate manufacturing/construction clients ) and be able to demonstrate a good understanding of excellent customer service, skills of negotiation, broking and market awareness. You will ensure standards of service to clients are in accordance to those laid down by the company along with FCA regulatory rules and guidelines.How you’ll make an impact:

• Assist in renewal process, preparation of submission and the gathering of information
• Obtain renewal terms for clients and identify potential alternative quotations before producing presentations for account executives to discuss with clients
• Prepare documentation for existing clients in relation to renewals and mid-term adjustments in partnership with colleagues
• Follow up on quotations and lend support to Account Executives
• Prepare risk presentations, obtain quotations from appropriate markets and compare cover options,
• Ensure all client details are recorded accurately and entered onto system in a timely fashion
• Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
• Assist in the PRISM process as directed by Account Executives / Broking Manager
• Deal with Insurer queries in relation to client policies
• Assist with client queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
• Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
• Check and deliver policy documentation from Insurers to client
• Manage accounts enquiries and liaise with Account Department to resolve queries
• Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
• Deal with general account queries, and ensure that they are resolved efficiently

About you:

• Holding/working towards one of the Chartered Insurance Institute Qualification: ACII / Dip CII / Cert CII
• Educated to GCSE standard or equivalent
• Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
• Demonstrable previous experience within Account Manager role
• Evidence of effectively prioritising work
• Evidence of having worked to targets within a regulated, measurable framework and achieved SLA’s.
• Due diligence in administration and policy checks/processes
• Excellent client service focus
• Able to identify potential risks/issues and seek advice/consultation when required
• Good communication and interpersonal skills
• Excellent planning and analytical skills
• Accuracy and attention to detail
• MS office proficiency
• Eligible to work in the UK
• Flexibility to attend client meetings when required (face to face or via Teams)

• Assist in renewal process, preparation of submission and the gathering of information
• Obtain renewal terms for clients and identify potential alternative quotations before producing presentations for account executives to discuss with clients
• Prepare documentation for existing clients in relation to renewals and mid-term adjustments in partnership with colleagues
• Follow up on quotations and lend support to Account Executives
• Prepare risk presentations, obtain quotations from appropriate markets and compare cover options,
• Ensure all client details are recorded accurately and entered onto system in a timely fashion
• Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
• Assist in the PRISM process as directed by Account Executives / Broking Manager
• Deal with Insurer queries in relation to client policies
• Assist with client queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
• Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
• Check and deliver policy documentation from Insurers to client
• Manage accounts enquiries and liaise with Account Department to resolve queries
• Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
• Deal with general account queries, and ensure that they are resolved efficientl