Description:
We are looking to recruit an Account Manager to join our growing Care Team based out of our Sale office.
Our Sale 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 ensuring effective servicing of client accounts. Working in partnership with our Account Executives to provide a quality service to new and existing corporate clients by advising, arranging and securing appropriate cover to meet their demands and needs.
How You'll Make An Impact
- Maintain relationships with clients, assisting with day to day enquiries, MTAs and confirming cover arrangements.
- Prepare for PRISM by producing a headline summary of changes and obtaining claims listings; contribute to strategy discussion
- Produce PRQ documents & provide to Exec ahead of client meeting
- Attend client meetings as required and action points arising from meetings as requested by Exec
- Ensure all details of calls, correspondence and risk details updates are uploaded to Acturis
- Prepare market presentations and broke all risks to market including e-trade & schemes
- Negotiate terms both in respect of price and policy coverage
- Compare cover options, assess suitability and build quotations and reports as appropriate
- Instruct Insurers in good time, check & issue policy documentation including Certificates
- Invoice, arrange finance, process card payments
- Lapse policies, RFQs and clients on Acturis on expiry/cancellation
- Produce Summary of Insurance and provide to Exec to issue
- Diary all outstanding matters and follow up as appropriate
- Manage all account queries highlighting any concerns to line managers on time.
- Raise any complaints, errors or omissions with management on discovery to protect Gallagher’s reputation
- Maintain and update knowledge of insurance products, services and markets as and when developments occur
- Build and maintain network of contacts in both internal and external markets.
- Provide training and/or coaching for less experienced colleagues
About You
- Good understanding of insurance principles and the coverage, terms and conditions of transacted risk types along with the requirements of the niche sectors in which we operate.
- Risk aware with strong planning and analytical skills along with accuracy and high attention to detail
- Excellent written and verbal communication and interpersonal skills to build rapport with clients, insurers, team members and management.
- Ability to ask relevant questions to identify client needs
- Adept at negotiating to achieve the desired result
- Professional and empathetic with team members, internal and external clients, even in conflict situations, maintaining confidentiality and integrity at all times
- Self-motivated with strong leadership and team management skills with the ability to inspire, motivate and develop a high performing team.
- Results oriented mindset, able to delegate with defined, clear objectives, expectations and priorities
- Able to plan and organise, multi-tasking to support several lines of enquiry within a regulated, measurable framework to achieve SLA’s
- Proficiency in using MS Office, Acturis and E-trade platforms
- Aligned with Gallagher vision, values and strategy
- Willingness to achieve Cert CII as minimum and work towards ACII.