Private Client Account Executive

Arthur J. Gallagher & Co. (AJG); Guildford; On-site; GBP 40,000 - 60,000; Full time

Job summary

Arthur J. Gallagher is seeking an Account Executive for its High Net Worth team in Guildford. This role focuses on managing a portfolio of high-net-worth clients, providing exceptional service and tailored insurance solutions while ensuring client satisfaction and compliance with industry regulations.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance (4x basic salary)

Income protection up to 50%

Health cash plan or Private medical insurance

Employee Stock Purchase plan

Discounted gym membership

Season ticket loan

Qualifications

• Demonstrable experience as an Account Executive in High Net Worth insurance.
• Strong knowledge of HNW insurance products.
• Proficiency in client service and relationship management.

Responsibilities

• Manage a sizeable portfolio of HNW/UHNW clients.
• Conduct thorough risk assessments and negotiations.
• Prepare and present tailored insurance proposals.

Skills

Communication

Client Relationship Management

Risk Assessment

Negotiation

Attention to Detail

Education

Experience in High Net Worth Insurance

Tools

Acturis

Microsoft Office Suite

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

We are looking to recruit an Account Executive for our Private Clients/High Net Worth team in our Guildford office.

Our HNW team is composed of dynamic, supportive, and well-experienced team members who put excellent client service at the forefront of what they do.

As a High Net Worth Account Executive, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions.

How you'll make an impact

• Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently
• Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions
• Conduct thorough risk assessments and analysis to determine appropriate coverage for clients
• Negotiate with insurance underwriters to obtain the best terms and conditions for clients
• Prepare and present insurance proposals to clients, explaining coverage options and pricing
• Process policy changes, endorsements, and renewals accurately and efficiently
• Handle claims on behalf of clients, ensuring prompt and fair settlement
• Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information

About You

• Demonstrable experience as an Account Executive in the High Net Worth/Private Clients insurance sector
• Strong knowledge of HNW insurance products and coverage options
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
• Proven track record of delivering exceptional customer service and exceeding client expectations
• Ability to work independently and manage a large portfolio of clients effectively
• Strong attention to detail and organisational skills
• Proficient in using insurance software (Acturis) and Microsoft Office Suite
• Eligible to work in the UK

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.