Private Clients Account Executive

Gallagher•Irvine, CA

2d•Onsite

About The Position

Gallagher’s Irvine Office are seeking a 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.

Requirements

Educated to GCSE standard or equivalent.
Intermediate knowledge of the personal lines insurance industry.
Previous experience in the insurance industry is preferred.
Experience working to targets within a regulated, measurable framework and achieved SLAs.
Risk aware in handling customer information.
100% customer centric, focused on the best possible outcome for our customers at all times.
Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members.
Outstanding communication and interpersonal skills.
Confident when building and maintaining rapport.
Strong planning and analytical skills with high accuracy and attention to detail.
Proficient in MS office.
Eligible to work in the UK.

Nice To Haves

Holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT.
CDL and Acturis experience would be advantageous.

Responsibilities

Creating documents for new customers, along with any mid-term adjustments and renewals information.
Ensuring all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
Obtaining renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
Preparing renewal closings from meeting minutes and ensuring cover is bound by renewal date.
Managing insurer and customer queries about their policies.
Confirming cover with relevant insurers, processing policies and chasing up outstanding documentation when required.
Dealing with account queries and credit control matters highlighting any concerns.
Applying fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.