Charity Account Executive

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.

Working within the Gallagher Care and Charity Division, responsible for the management and development of relationships with allocated clients, working closely with Account Managers to provide exceptional service to new and existing clients by advising on and securing appropriate cover to meet their demands and needs, seeking growth opportunities, achieve optimum profitable renewal retention and growth. This is a hybrid working role combining working from home and regular office attendance as agreed depending on location.

• Serve as the main point of contact for assigned clients, building and maintaining strong relationships, undertaking regular meetings to understand their insurance and risk management needs, preferences and expectations. Have overall responsibility for the client’s relationship with Gallagher
• Identify and capitalise on new business and growth opportunities to drive sales and growth. Develop revenue through insurance programs plus wider client service offerings
• Obtain and maintain risk information including fact find, survey reports and site photos, accompanying insurer surveys that arise. Review claims experience and advise Clients on trends, effects and risk management.
• Assist in broking where appropriate, deal with internal and external queries from colleagues or underwriters
• Link in with wider team resources where appropriate – e.g. claims, risk management, marketing
• Present terms, deliver new business or renewal report and accompanying documents, obtain client instructions and provide clear closings to the Account Manager.
• Ensure compliance with FCA regulations and Gallagher policies and procedures and quality standards, raising any complaints, errors or omissions with management on discovery to protect Gallagher’s reputation. Work in accordance with the requirements detailed in the Gallagher UK Professional Standards Manual.
• Maintain and update knowledge of insurance products, services and markets as and when developments occur
• Build and maintain network of contacts in both internal and external markets.
• Cultivate a positive, respectful work culture that promotes teamwork, particularly with your Account Managers
• Conduct coaching, training and share knowledge where beneficial to the wider team.

• Good understanding of insurance principles and the coverage, terms and conditions of transacted risk types develop knowledge of the requirements of the niche sectors in which we operate.
• Understand insurance laws and their impact on advice provided and client programs
• Risk aware with strong planning and analytical skills along with accuracy and high attention to detail
• Excellent written and verbal communication and interpersonal skills to build rapport with clients, insurers, team members and management. Authentic communication skills for varying audience.
• Ability to ask relevant questions to identify client needs
• Adept at negotiating to achieve the desired result
• Professional and empathetic with team members, internal and external clients, even in conflict situations, maintaining confidentiality and integrity at all times
• Self-motivated with a results oriented mindset whilst able to work within a team to achieve priorities and motivate others
• Able to plan and organise,…