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Date Added: Sun 15/09/2024

Private Clients Account Executive

Wakefield, WF1, UK
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Company: GGB - GLOBAL

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.


Overview

We’re growing our current team and looking to hire customer-focused people to join our colleagues based in Wakefield. We pride ourselves on sales through customer service, putting the customer at the heart of what we do. It’ll be your job to make sure they have a great experience and get details of the best insurance package which meets their needs.


This is a full-time role based in our office in Wakefield and is 35 hours a week - 9am-5pm Monday to Friday.


How you'll make an impact

You will join the current team to assist with a holiday home scheme that operates within Wakefield Private Clients. In this role, you can expect to help people with a wide range of queries including inviting and securing renewals, mid-term adjustments and any new business enquires that arise from this client base. There will be opportunities to work with the rest of the team looking at High net worth clients and expand your knowledge into other avenues.


On a day-to-day basis, you’ll:

  • Create insurance quotes and renewals over the phone and by e mail to provide the best price for our customers, making sure you recommend the right type of cover - always keeping your customers' interests at heart.
  • Look for all opportunities to upsell or cross-sell our range of products depending on the customers’ needs.
  • Make and answer calls from customers and clients to gather information, provide updates, and talk through any concerns or questions at inception, renewal or mid-term.
  • Liaise with our partner insurers to acquire the best terms for our clients.
  • Balance multiple tasks at the same time, working in a supportive, friendly, and agile team.
  • To help progress your career further with us, we also offer an excellent progression programme as well as fully funded professional insurance qualifications (CII).

About You

We are looking for someone who wants to ensure that we get the best result for our customers while also fitting into our existing team.

  • Ability to explain complex language in simple terms, either in writing and/or over the phone
  • Attention to detail because you’ll need to accurately review and assess documentation
  • Empathy and the ability to remain calm and composed when dealing with customers
  • Customer service skills to provide a positive experience for customers throughout
  • Preferably a minimum of two years personal lines experience in customer facing role
  • GCSEs, or equivalent including English and Maths

Compensation and benefits

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

Below are the 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 portal to save money on your weekly shop or next big purchase
  • Emergency back-up family care
  • And many more…

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with #removed# . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are 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.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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