Client Director

Arthur J. Gallagher & Co. (AJG); Liverpool; On-site; GBP 50,000 - 250,000; Full time

Job summary

Join a dynamic team at a leading global brokerage firm where your passion for problem-solving will shine. As a Client Director, you will manage a diverse portfolio of clients, ensuring their insurance and risk management needs are met with excellence. This role offers the chance to work closely with a supportive team, driving account growth and client satisfaction. With a commitment to inclusion and diversity, this innovative company fosters a culture where your contributions truly matter. If you're ready to make a significant impact in the world of risk management, this opportunity is for you!

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance (4x basic salary)

Income protection

Health cash plan or Private medical insurance

Three fully paid volunteering days

Employee Stock Purchase plan

Discounted gym membership

Season ticket loan

Access to discounted voucher portal

Qualifications

• Proven background in Account Executive position is essential.
• Strong knowledge of the general insurance market and products.

Responsibilities

• Manage relationships and grow existing accounts effectively.
• Provide tailored insurance and risk management solutions.

Skills

Client Management

Risk Management

Negotiation Skills

Interpersonal Skills

Data Interpretation

Education

Cert CII/Dip CII/Advanced Dip CII

Tools

Microsoft TEAMS

Microsoft WORD

Microsoft EXCEL

Microsoft POWERPOINT

Social Media (LinkedIn)

Job description

Introduction

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. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Our Gallagher Education Team is seeking an experienced client director to lead circa 35 clients in the South of England as we increase the home-based executives in that region. The clients will be picked around the new person's location. The business is highly cyclical with most clients due 1^st August.

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 support that every successful team needs.

We do not need any education experience; we need you to have a proven background in an Account Executive position, as 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 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.
• Undertake pre-renewals in person and on Teams.
• Work 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 a wider audience when the occasion arises.

Business and Technology

• Can process, manage and interpret claims data for the benefit of clients.
• Marketing techniques and social media (LinkedIn) 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 the 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.

About You

• 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 audiences.
• 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.

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 [e-mail]. 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 (herein referred to as “protected characteristics”) 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.