Account Manager

Gallagher; Birmingham; Hybrid; Confidential; Full time

Benefits offered by this job

Hybrid role

Career development

Competitive compensation

Job summary

Gallagher in Birmingham seeks a client-focused insurance professional to manage a charity portfolio, delivering tailored commercial insurance solutions and excellent service. You will prepare new business and renewal documentation, negotiate with insurers, and support client meetings in a hybrid, collaborative setting.

The role requires charity-sector experience, strong relationship skills, and the drive to progress Cert CII toward Dip CII, with proficiency in Acturis and MS Office.

Qualifications

• Experience in commercial insurance, ideally within the charity sector.
• Confidence in managing client relationships and providing excellent service.
• The ability to explain complex issues clearly and concisely.
• Strong organisational skills to manage multiple tasks and meet deadlines.
• Proficiency in Acturis and MS Office.
• A commitment to achieving Cert CII and working towards Dip CII.

Responsibilities

• Take ownership of a portfolio of charity clients, building strong relationships and understanding their needs.
• Prepare documents for new customers, mid-term adjustments, and renewals with accuracy.
• Attend virtual client meetings, manage account queries, and ensure compliance with policies.

Skills

Commercial insurance

Client relationships

Acturis

MS Office

Cert CII

Education

Cert CII

Dip CII (in progress)

Tools

Acturis

MS Office

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

Join our Charities team in Birmingham, where we specialise in providing tailored insurance solutions for small and medium-sized organisations in the charity sector. This hybrid role offers flexibility and the opportunity to work with a collaborative and supportive team. You’ll manage a portfolio of clients with diverse insurance needs, ensuring they receive the best possible service and solutions.

How You’ll Make An Impact

You’ll take ownership of a portfolio of charity clients, building strong relationships and understanding their unique needs. You’ll prepare documents for new customers, mid-term adjustments, and renewals, ensuring all details are accurate and up to date. You’ll also explore renewal terms, negotiate with insurers, and provide the best solutions for your clients. Your role will involve attending virtual client meetings, managing account queries, and ensuring compliance with legal and regulatory policies.

About You

• Experience in commercial insurance, ideally within the charity sector.
• Confidence in managing client relationships and providing excellent service.
• The ability to explain complex issues clearly and concisely.
• Strong organisational skills to manage multiple tasks and meet deadlines.
• Proficiency in Acturis and MS Office.
• A commitment to achieving Cert CII and working towards Dip CII.

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. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. 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).