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 growing Charities Team based out of our Birmingham office.
Our Charities team is a fast-paced, collaborative group of dynamic professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.
You will be responsible for providing account servicing support and ensuring effective servicing of client accounts.
You will work with experienced Account Executives & Directors and together provide outstanding service to our wide range of clients within the Charities space.

How you’ll make an impact:

• You will take ownership of and look after a portfolio of cross-class commercial clients within the Charities division.
• Creating documents for new customers, along with any mid-term adjustments and renewals information.
• 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.
• Liaise with clients and insurers. 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.
• Keep accurate records and process in accordance with our agreed procedures, to ensure renewals are delivered in a timely manner to ensure positive outcomes for our clients.

About you:

• Commercial insurance knowledge is essential.
• Experience dealing with the Charities sector is ideal.
• Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent.
• Worked to targets within a regulated, measurable framework and achieved SLA’s.
• Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills.
• Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information.
• Highly accurate with a strong attention to detail, using initiative when assisting team members.
• Fully proficient in Acturis.
• Eligible to work in the UK.

Please refer the Job description for details