Account Executive

Gallagher; Llantrisant; On-site; GBP 25,000 - 29,000; Full time

Benefits offered by this job

25 days holiday

Pension and life insurance

Training opportunities

Progression opportunities

CII Certificate support

Employee referral scheme

Job summary

Gallagher in Llantrisant is seeking a Private Client Executive to join our team in a full-time, office-based role.

Hours are Monday to Friday, 9:00am–5:00pm, with a salary from £25,000 and potential to earn up to £28,500 depending on experience. You will support new and existing clients, tailor personal lines solutions, and manage renewals in a collaborative sales and service environment.

Qualifications

• Previous customer service experience with a genuine passion for helping customers and providing a positive experience.
• Confident communicator who can build rapport, listen to customers, and understand their individual needs.
• Able to work collaboratively as part of a supportive team and manage multiple tasks effectively.
• Eligible to work in the UK.

Responsibilities

• Support new and existing clients by understanding their needs and identifying suitable personal lines insurance solutions.
• Build strong relationships with clients by providing a friendly, helpful and personalised service.
• Speak with customers through pre-arranged meetings and inbound enquiries.
• Take the time to listen to clients, understand their circumstances and provide clear guidance on the options available to them.
• Recommend appropriate insurance products that meet the customer's individual needs, while ensuring they receive the right level of cover.
• Support existing clients with their queries, policy requirements and renewals, ensuring they receive a positive experience throughout.
• Manage a variety of customer interactions and use different systems to keep client information accurate and up to date.
• Work as part of a supportive and collaborative sales and renewals team, where customer service is at the heart of what you do.

Skills

Customer service

Communication

Relationship building

Insurance knowledge

CRM software

Office suite

Tools

CRM software

Office suite

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Llantrisant – Private Client Executive

Monday to Friday: 9:00am–5:00pmSalary: From £25,000Location: Office-based

Gallagher are looking for an experienced Private Client Executive. This is an exciting opportunity to work with a rapidly expanding organisation and further your career with a world-leading Insurer.

Benefits:

• Annual salary of up to £28,500 depending on experience.
• 25 days holiday, pension, and life insurance.
• Training opportunities, including classroom training and a buddy scheme to provide support throughout your career with us.
• Progression opportunities.
• Gallagher supports and funds industry qualifications such as the Chartered Insurance Institute Certificate.
• Employee referral scheme.

How you'll make an impact

What you'll be doing:

• Support new and existing clients by understanding their needs and identifying suitable personal lines insurance solutions.
• Build strong relationships with clients by providing a friendly, helpful and personalised service.
• Speak with customers through pre-arranged meetings and inbound enquiries.
• Take the time to listen to clients, understand their circumstances and provide clear guidance on the options available to them.
• Recommend appropriate insurance products that meet the customer's individual needs, while ensuring they receive the right level of cover.
• Support existing clients with their queries, policy requirements and renewals, ensuring they receive a positive experience throughout.
• Manage a variety of customer interactions and use different systems to keep client information accurate and up to date.
• Work as part of a supportive and collaborative sales and renewals team, where customer service is at the heart of what you do.

About you

What we’re looking for:

• Previous customer service experience, with a genuine passion for helping customers and providing a positive experience.
• Someone looking to take the next step in their career and develop their skills within the insurance industry.
• Confident communicator who can build rapport, listen to customers and understand their individual needs.
• Comfortable handling different customer queries and finding the right solution, while maintaining a professional and helpful approach.
• Able to work collaboratively as part of a supportive team and manage multiple tasks effectively.
• Eligible to work in the UK.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace.Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)