Education Client Director

You will take responsibility for an existing book of business and assist with new clients. The candidate will manage an existing portfolio of around 35 clients, with average premiums per client of £50-£250,000 (circa £50m turnover) providing a quality service meeting client demands and needs in order to achieve optimum profitable renewal retention rate and account growth. As sector leaders the existing model is very successful gaining more of the sector each year. Our client base exceeds 75% of the sector.

You will be working very closely with existing colleagues in the main office in Formby, Liverpool, both giving and receiving that support that every successful team.

We do not need any Education experience, we need you to have a proven background in Account Executive position, the education side can be picked up very quickly.

How you’ll make an impact:

Client Management

• Manage client/prospect relationships and grow the book/existing accounts.

• Provide the most appropriate insurance and risk management solutions for our customers.

• Ensure client information and sales plans are kept up to date.

• Establish and manage a sales pipeline of potential clients or growth opportunities.

• Create positive relationships at all levels within the client.

Quality Management

• Work as part of a close team of 6 Client Directors who look after clients across the UK.

• Work closely with Client Advisers to provide that all-round service excellence to clients.

• Create that team relationship with client Advisers with the client always at the heart of that working.

• Work with our Broking Team on individual or complex placements.

• Deal with internal and external queries from colleagues or underwriters.

• Undertaking pre renewals in person and on Teams.

• Working with brokers on renewal reports and reviewing/presenting with clients.

• Carry out duties following internal policies and procedures in accordance with applicable laws, rules, regulations, good governance and Gallagher’s shared values, in particular, putting clients at the heart of our business.

Thought Leadership

• Be part of an inclusive, engaged and motivated team culture to achieve optimum performance.

• Suggest and further ideas and solutions including "pieces for market" on sector specific issues.

• Be able to present to clients and wider audience when occasion arises.

Business and Technology

• Can process, manage and interpret claims data for the benefit of clients.

• Marketing techniques and social media (linked-in) familiarity an advantage

• Proficiency with TEAMs, WORD, EXCEL and POWERPOINT

Risk & Governance

• Ensure market / insurance / legislation and other technical knowledge is developed, maintained and shared to enable service excellence and continuous professional development.

• Comply with Gallagher Professional Standards Manual in accordance with statutory requirements for role with specific attention to Treating Customers Fairly and Consumer Duty

• Carry out duties following internal policies and procedures in accordance with applicable laws, rules, regulations, good governance and Gallagher’s shared values, in particular, putting clients at the heart of our business.

• Maintain mandatory training, minimum continuous professional development (CPD) hours, annual performance reviews and goal setting.

• Be a Role model for good conduct.

• Cert CII/ Dip CII/ Advanced Dip CII (Chartered Insurance Institute qualifications) desirable

• Experience working with education clients is interesting but not the primary focus

• Good knowledge of the general insurance market, products and services

• Proven rapport-building experience with internal/external stakeholders

• Able to identify potential problems and seek advice/consultation when required.

• Robust knowledge of client market and insurance industry network

• Strong interpersonal and negotiation skills

• Authentic communication skills for varying audience

• Excellent planning and analytical skills

• Self-motivated and motivates others to achieve.

• Continually builds and sustains a network managing relationships.

• Eligible to work in the UK.

• Ability to travel to client sites.

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…