Overview
Join to apply for the SME Account Manager - Care & Charities role at Gallagher.
Introduction: Indulge your passion for problem-solving and address risk head-on at Gallagher's global brokerage team. You will be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we will build a legacy of trust and triumph in the dynamic world of risk management.
Overview: We are looking to recruit an SME Account Manager to join our growing Care Team based out of our Sale office. The Sale team is a fast-paced, collaborative group of professionals driven to succeed.
You will be responsible for delivering retention, cross-sale and quality targets, along with ensuring effective servicing of client accounts.
Responsibilities
* Take ownership of and manage a portfolio of care industry clients within the Care and Charities division.
* Create documents for new customers, handle mid-term adjustments and renewals information.
* Ensure all customer details are accurately recorded and entered in the system to maintain data integrity.
* Obtain renewal terms for customers, exploring options before presenting the best available solution.
* Deliver your individual and the team’s retention, cross-sale and quality targets.
* Prepare renewal closings from meeting notes and ensure cover is bound by the renewal date.
* Liaise with clients and insurers; confirm cover with insurers, process policies and chase outstanding documentation when required.
* Handle account queries and credit control matters, highlighting concerns as needed.
* Apply fundamental legal and regulatory policy related to internal policies and the insurance contract as required.
* Keep accurate records and process in line with procedures to ensure timely renewals and positive client outcomes.
Qualifications
* Commercial insurance knowledge is essential.
* Experience dealing with the Care sector is ideal.
* Holding or working towards Chartered Insurance Institute Qualifications (Cert CII/Dip CII) desirable; education to GCSE standard or equivalent acceptable.
* Proven ability to work to targets within a regulated, measurable framework and achieve SLAs.
* Strong customer service focus with outstanding communication and interpersonal skills.
* Due diligence, process-driven with the ability to meet deadlines and forward-plan, organise and analyse information.
* High accuracy and attention to detail; able to use initiative to assist team members.
* Fully proficient in Acturis.
* Eligible to work in the UK.
Compensation And Benefits
On top of a competitive salary, Gallagher offers a wide range of benefits. Minimum core benefits include:
* Minimum of 25 days holiday, plus bank holidays, with option to buy extra days
* Defined contribution pension scheme with employer contribution
* Life insurance (4x basic salary, adjustable to 10x)
* Income protection (up to 50% of annual income, with top-up options)
* Health cash plan or private medical insurance
Other benefits include:
* Three fully paid volunteering days per year
* Employee Stock Purchase Plan (discounted shares)
* Share incentive plan (HMRC approved)
* Critical illness cover
* Discounted gym membership with access to over 3,000 gyms
* Season ticket loan
* Access to a discounted voucher portal
* Emergency back-up family care
* And more
Diversity And Inclusion
Inclusion and diversity are core parts of our business. Gallagher is committed to sustainability and supporting the communities where we live and work. We value diverse identities, experiences and talents and strive to create an inclusive recruitment process and workplace. Gallagher is Disability Confident Committed. If you require reasonable adjustments, please contact TAGlobalSupport@ajg.com.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is accredited as a Living Wage employer. We are committed to equal employment opportunity and prohibit discrimination on protected characteristics by applicable laws.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Sales and Business Development
* Industries: Insurance
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