Account Executive

Introduction


Overview

Are you an experienced Real Estate insurance professional looking to take ownership of a varied portfolio of medium-sized direct clients? If so, this position could be for you.

We are looking to recruit a confident, motivated and experienced Account Handler to join our Chichester-based team. You will manage the day-to-day insurance requirements of a portfolio of medium-sized direct clients, delivering a responsive and professional service while working closely with Client Directors, insurers and colleagues across Gallagher’s highly successful Real Estate team.

The successful candidate will have proven experience handling medium-sized direct commercial clients and will be comfortable managing renewals, mid-term adjustments, insurer negotiations and client queries with a high level of accuracy and ownership.

How you'll make an impact

Renewal Processing

• Manage the renewal process for a portfolio of medium-sized direct clients from initial review through to completion.
• Liaise with insurers to obtain and negotiate renewal terms, identify suitable alternative quotations where required and ensure recommendations meet each client’s needs.
• Prepare accurate renewal documentation and present recommendations clearly to clients, working with the Client Director where appropriate.
• Ensure cover is bound by the renewal or effective date in all instances.
• Check and release policy documentation promptly, following up with insurers where necessary.

Mid Term Adjustments

• Take full responsibility for mid-term adjustments, understanding clients’ requirements, negotiating with insurers and producing accurate documentation and invoices within agreed service timescales.

For all processes

• Build and maintain strong relationships with clients, acting as a reliable point of contact for day-to-day insurance requirements and queries.
• Ensure all client information, emails and telephone notes are recorded accurately and promptly on the relevant systems.
• Resolve insurer queries relating to client policies and coverage, escalating complex matters when appropriate.
• Manage account queries and credit control matters efficiently, raising concerns promptly and supporting the collection of outstanding balances.
• Maintain high standards of compliance, accuracy and client service across all activities.
• Plan and prioritise your own workload to meet client deadlines, working collaboratively with Client Directors and the wider team.

About You

• Proven experience in a commercial insurance Account Handler or similar client-servicing role.
• Proven experience managing the insurance needs of medium-sized direct clients, including renewals and mid-term adjustments.
• Good knowledge of Real Estate insurance products, policy coverage and insurer processes; real estate experience would be advantageous.
• Confident client relationship and insurer negotiation skills, with the ability to explain terms and recommendations clearly.
• Highly accurate, with strong attention to detail and the judgement to take ownership of issues through to resolution.
• Strong organisational and time management skills, with the ability to prioritise competing client deadlines.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office; previous Acturis experience is desirable.
• Ability to work independently while contributing effectively within a collaborative team environment.
• Eligible to work in the UK.

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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)