
Account Manager
- Birmingham
- Permanent
- Full-time
OverviewWe 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.How you'll make an impact
- 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.
- 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, organise and 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.
- 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
- 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 portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more…