Salary up to £27,976
5 days a week working in the office
Monday - Friday – 8:30am-5pm
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.
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.
What you can expect:
Full training will be provided to support your development and help you build a successful career within the insurance industry.
- You will be responsible for creating documents for new customers, along with any mid-term adjustments and renewal information.
- Ensure all customer details are recorded accurately and entered onto the system in a timely manner to maintain data integrity.
- Obtain renewal terms for customers, always ensuring you've explored all available options before providing the best possible solution.
- Prepare renewal closings from meeting minutes and ensure cover is bound by the renewal date.
- Manage insurer and customer queries regarding policies. Confirm cover with relevant insurers, process policies, and chase outstanding documentation when required.
- Deal with account queries and credit control matters, highlighting any concerns where appropriate.
- Apply fundamental legal and regulatory requirements in line with internal policies and insurance contract obligations.
Skills and experience we're looking for:
- Educated to GCSE standard (or equivalent)
- Willingness to learn
- Experience working with the public in a customer-facing environment
- Excellent customer care skills with a genuine passion for helping people and delivering a positive customer experience.
- Comfortable working as part of a team in a busy, fast-paced environment.
- Able to work towards targets, service levels, and deadlines while maintaining a high level of accuracy.
- Strong problem-solving skills and the ability to use initiative when handling queries and finding solutions.
- Eager to learn new skills and build a long-term career within the insurance industry, with full training provided.
- Good knowledge of Microsoft Word, Excel, and Outlook.
- Well organised with strong time management skills and a reliable approach to attendance and punctuality.
- Excellent communication and interpersonal skills, with the confidence to build positive relationships with customers and colleagues.
- Eligible to work in the UK.
No previous insurance experience is required as full training and ongoing support will be provided.
What we offer you:
We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team. Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.
We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group. By welcoming and encouraging diverse opinions and backgrounds within our organisation, we will have a healthier, more innovative and ultimately more profitable business.
We invest in our talent through leadership academies, mentoring opportunities, professional qualifications, and development programmes. We are able to provide our colleagues with a platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment.
We provide a competitive benefits package, agile working, annual pay reviews, in addition to various flexible benefits (enhanced pension contributions, access to our discount portal and Gallagher Premiership Rugby Tickets to name a few!).
About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive, and people prosper. We live a culture motivated by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. As a member of our global brokerage team, you’ll help our clients address risk, protect assets and recover from losses.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is 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.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is 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.
