Account Manager - Charities

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.

We are looking to recruit an Account Manager to join our growing Charities Team based out of our Birmingham office.

Our Charities team is a fast‑paced, collaborative group of dynamic professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.

You will be responsible for delivering retention cross‑sale and quality targets and ensuring effective servicing of client accounts.

• You will take ownership of and look after a portfolio of cross‑class commercial clients within the Charities division.
• Creating documents for new customers, along with any mid‑term adjustments and renewals information.
• 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.
• Delivering your individual and teams’ retention, cross‑sale and quality targets.
• Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
• Liaise with clients and insurers. 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.
• Keep accurate records and process in accordance with our agreed procedures, to ensure renewals are delivered in a timely manner to ensure positive outcomes for our clients.

• Commercial insurance knowledge is essential.
• Experience dealing with the Charities sector is ideal.
• Holding or working towards one of the Chartered Insurance Institute
  
  Qualifications:
  
  Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent.
• Worked to targets within a regulated, measurable framework and achieved SLA’s.
• Evidence of rapport‑building and experience in providing solid customer service focus with outstanding communication and social skills.
• Due diligence and process driven to deadlines, happy to forward plan, analyse information.
• Highly accurate with a strong attention to detail, using initiative when assisting team members.
• Fully proficient in Acturis.
• Eligible to work in the UK.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are 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…