Employee Benefits Account Executive
  • England,South East,Surrey,Woking
  • full-time
  • Competitive salary
Job Description:
Introduction


Discover a world of endless possibilities at Gallagher Benefit Services, where you’ll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
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 are seeking a proactive and detail-oriented Account Executive to join our team. In this role, you will efficiently manage the administration of Corporate Group Risk and Group Healthcare schemes. You’ll deliver high-quality and professional administrative services to clients, colleagues, and third parties.

How you’ll make an impact

* Build strong internal and external relationships to provide an efficient service to clients, effectively managing their expectations.
* Collaborate with Associate Consultants, Consultants, and insurers/product providers to obtain new business quotations and relevant information.
* Work within a team to deliver first-class administrative support to both internal and external clients.
* Handle client requests, queries, and general correspondence with professionalism.
* Manage new business processing, re-broking, scheme renewals, underwriting, and claims in a compliant and profitable manner.
* Meet specific deadlines and service levels agreed with clients and line management.
* Maintain accurate and up-to-date records using Adviser Office (CRM) & Virtual Cabinet software.
* Keep an organised diary system for efficient workflow within the team.
* Perform general office duties, including filing and document maintenance.
* Adhere to internal policies and procedures, ensuring compliance with applicable laws, regulations, and Gallagher’s shared values, with a focus on placing clients at the centre of our business.

About You

* Demonstrable experience in administering Group Life Assurance, Group Income Protection, Group Critical Illness, and Group Healthcare schemes.
* Proven background in Financial Services administration.
* Strong communication skills, both written and verbal, with the ability to engage effectively at all levels.
* High attention to detail and accuracy in all tasks.
* Excellent organisational skills with the ability to manage tight deadlines and multiple priorities.
* Commitment to staying updated with industry changes and regulatory requirements.
* Proficiency in Microsoft Office (Excel, Word) and relevant internal systems/databases.
* Awareness of regulatory standards for ’advised’ and ’non-advised’ sales, particularly regarding advice and recommendations to clients.
* Good general education, including Maths and English.
* CII Group Risk (GR1) and Healthcare (IF7) qualifications are desirable.
* Must be eligible to work in the UK.
#LI-TM2

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 . 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
Job number 1598526
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