Charity Account Executive

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.

Working within the Gallagher Care and Charity Division, responsible for the management and development of relationships with allocated clients, working closely with Account Managers to provide exceptional service to new and existing clients by advising on and securing appropriate cover to meet their demands and needs, seeking growth opportunities, achieve optimum profitable renewal retention and growth. This is a hybrid working role combining working from home and regular office attendance as agreed depending on location.

How you'll make an impact:

• Serve as the main point of contact for assigned clients, building and maintaining strong relationships, undertaking regular meetings to understand their insurance and risk management needs, preferences and expectations.
• Have overall responsibility for the client's relationship with Gallagher.
• Identify and capitalise on new business and growth opportunities to drive sales and growth.
• Develop revenue through insurance programs plus wider client service offerings.
• Obtain and maintain risk information including fact find, survey reports and site photos, accompanying insurer surveys that arise.
• Review claims experience and advise Clients on trends, effects and risk management.
• Assist in broking where appropriate, deal with internal and external queries from colleagues or underwriters.
• Link in with wider team resources where appropriate – e.g. claims, risk management, marketing.
• Present terms, deliver new business or renewal report and accompanying documents, obtain client instructions and provide clear closings to the Account Manager.
• Ensure compliance with FCA regulations and Gallagher policies and procedures and quality standards, raising 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.
• Cultivate a positive, respectful work culture that promotes teamwork, particularly with your Account Managers.
• Conduct coaching, training and share knowledge where beneficial to the wider team.

About You:

• Good understanding of insurance principles and the coverage, terms and conditions of transacted risk types.
• Understand insurance laws and their impact on advice provided and client programs.
• 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 a results oriented mindset whilst able to work within a team to achieve priorities and motivate others.
• 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 Gallagher applications (Acturis and knowledge of Gallagher applications can be developed).
• Aligned with Gallagher vision, values and strategy.
• Willingness to achieve Cert CII as minimum, work towards higher insurance qualifications is desirable. Maintenance of appropriate CPD requirements.
• Eligible to work in the UK.
• Ability to travel to client sites and other Gallagher offices where required.
• Proactive in lead management and follow up.
• Excellent planning and analytical skills.
• Deals with ambiguity.
• Comfortable and credible at decision-maker level.
• Continually builds and sustains a network managing relationships.

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…

We value inclusion and diversity:

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.