Private Clients Account Executive

Gallagher; Irvine; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development opportunities

People-first culture

Global reach with local impact

Job summary

Gallagher Irvine seeks a Private Clients Account Executive to join the Retail Broking Division, delivering high-quality service to clients, managing renewals, and supporting growth initiatives.

You will work with experienced Account Executives to provide tailored business insurance solutions and maintain data accuracy to support retention and cross-sell opportunities.

Qualifications

• Dip CII qualification advantageous
• GCSE level education
• Personal lines insurance knowledge
• Target-driven with SLAs experience
• Excellent communication and interpersonal skills
• Strong planning and analytical skills
• MS Office proficiency
• Acturis experience advantageous
• Eligible to work in the UK

Responsibilities

• Create documents for new customers, mid-term adjustments and renewals
• Record customer details accurately and ensure data integrity
• Obtain renewal terms and compare options to provide best solution
• Prepare renewal closings and manage renewal date coverage
• Handle insurer and customer queries and process policies
• Address account queries and credit control matters
• Apply legal and regulatory policy to internal policies and contracts

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

Gallagher’s Irvine Office are seeking a Private Clients Account Executive to join their established team based in the town centre. Within the role, you'll be required to provide a quality service to our clients, acquire optimal retention numbers and push for growth where appropriate.

This role sits within Gallagher's Retail Broking Division, who provide carefully tailored business insurance, risk management and risk transfer solutions. You will work with experienced Account Executives, and together provide outstanding service to our customers.

How you'll make an impact

What you can expect:

• You will be responsible for creating documents for new customers, along with any mid-term adjustments and renewals information too.
• Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
• Obtain renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
• Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
• Manage insurer and customer queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
• Deal with account queries and credit control matters highlighting any concerns.
• Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.

About you

Skills and experience we're looking for:

• Holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of the personal lines insurance industry.
• Previous experience in the insurance industry is preferred, as is having worked to targets within a regulated, measurable framework and achieved SLAs.
• Risk aware in handling customer information, 100% customer centric, focussed on the best possible outcome for our customers at all times.
• Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members.
• Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
• Proficient in MS office, CDL and Acturis experience would be advantageous.
• 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.

If your past experience doesn’t align perfectly, we encourage you to join ourTalent 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).