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, 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. How you'll make an impact 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. 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. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: 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…