Trainee Private Clients Account Executive

Gallagher; Irvine; On-site; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

People-first culture

Global reach with local impact

Job summary

Gallagher’s Irvine Office is seeking a Trainee Private Clients Account Executive to join their established team in the town centre. You will provide a quality service to our clients, maintain retention, and drive growth where appropriate.

The role requires strong communication, data accuracy, and the ability to manage renewal terms and insurer queries. Proficiency in MS Office and Acturis is advantageous; eligibility to work in the UK is essential.

Qualifications

• Outstanding communication and interpersonal skills with high accuracy and attention to detail.
• Experience in a regulated, target-driven environment is preferred.
• Proficiency in MS Office; Acturis experience would be advantageous.

Responsibilities

• Create documents for new customers and renewals.
• Maintain accurate customer records in the system.
• Obtain renewal terms and explore options before finalizing.
• Prepare renewal closings and ensure coverage by renewal date.
• Manage insurer and customer queries and chase outstanding documentation.
• Handle account queries and credit-control matters.

Skills

Communication skills

Interpersonal skills

Attention to detail

Tools

MS Office

Acturis

CDL

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.

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 Trainee 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.

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

• 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 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)