Pension Account Executive

Arthur J. Gallagher & Co.; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking company as a Pension Associate, where you will play a crucial role in shaping workplace environments and enhancing client satisfaction. This position offers a unique opportunity to work closely with clients on corporate pension plans, ensuring exceptional service delivery. You will be part of a dynamic team focused on exceeding expectations while developing your skills in a supportive and inclusive atmosphere. If you're passionate about client excellence and eager to make an impact, this role is perfect for you.

Qualifications

• Strong technical knowledge of DC Pensions is essential.
• Excellent communication skills and attention to detail are required.

Responsibilities

• Support new pension implementations and respond to client needs.
• Maintain up-to-date technical pensions knowledge to support clients.

Skills

DC Pensions Knowledge

Written Communication

Verbal Communication

Organisational Skills

Customer Service

Relationship Building

Education

Relevant Professional Qualifications

Job description

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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

At Arthur J. Gallagher & Co., we are seeking two Pension Associates to join our growing, uber successful team, to be based in either Glasgow or Edinburgh. This opportunity is outstanding because it offers the chance to work in a client management and support-type role relating to corporate pension plans.

You will be part of a dynamic team that strives to exceed client expectations and deliver magnificent service.

How you'll make an impact

• Support new pension implementations in collaboration with colleagues that are working in new business coordinator and client owner positions in the team.
• Anticipate and respond to client needs with a timely and flexible approach to ensure outstanding service delivery.
• Maintain up-to-date technical pensions knowledge to support clients within designated areas of activity.
• Provide proactive support to Consultants and Management in all aspects of their work with clients.
• Develop and maintain positive relationships with clients and internal teams.
• Assist with client governance meetings and collaborate closely with the client owner and administration teams.
• Provide support to clients and scheme members via phone or in person for new enquiries and information requests.
• Prepare and finalise client reports and PowerPoint presentations in conjunction with the client owner.
• Support campaign management and meeting preparation, including collaborating closely with providers, arranging meetings, and preparing agendas.
• Maintain a detailed understanding of pension provider systems and portals.
• Proactively identify and progress new business opportunities with clients.
• Maintain a diary management system for efficient oversight and intra-team workflow.
• Ensure all client service levels are met..
• Manage action points from meetings and matters arising.

About you

We are looking for a qualified candidate with a strong technical knowledge of DC Pensions, as well as excellent written and verbal communication skills, organisational skills and the ability to treat customers fairly and maintain up-to-date industry, sector, and technical knowledge to be successful within this role.

Candidates will ideally be studying towards or have acquired relevant professional qualifications and can showcase strong customer service and relationship-building skills, with the ability to manage multiple tasks and meet tight deadlines, while maintaining a high level of accuracy and attention to detail.

We value client excellence, innovation, resourcefulness, teamwork, and interpersonal skills. The ideal candidate will demonstrate business insight, functional excellence, and maintain integrity and trust.

We are committed to crafting an encouraging and inclusive work environment where you can thrive. Join us and be part of a team that delivers premier service to our clients!

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