New Business Account Executive

Llantrisant – Private Client Executive 

Monday to Friday: 9:00am–5:00pm

Gallagher are looking for ambitious Private Client Executive to join an expanding team in Llantrisant

What you'll be doing: 

• Support new and existing clients by understanding their needs and identifying suitable personal lines insurance solutions.
• Build strong relationships with clients by providing a friendly, helpful and personalised service.
• Speak with customers through pre-arranged meetings and inbound enquiries.
• Take the time to listen to clients, understand their circumstances and provide clear guidance on the options available to them.
• Recommend appropriate insurance products that meet the customer's individual needs, while ensuring they receive the right level of cover.
• Support existing clients with their queries, policy requirements and renewals, ensuring they receive a positive experience throughout.
• Manage a variety of customer interactions and use different systems to keep client information accurate and up to date.
• Work as part of a supportive and collaborative sales and renewals team, where customer service is at the heart of what you do.

What we’re looking for: 

• Previous customer service experience, with a genuine passion for helping customers and providing a positive experience.
• Someone looking to take the next step in their career and develop their skills within the insurance industry.
• Confident communicator who can build rapport, listen to customers and understand their individual needs.
• Comfortable handling different customer queries and finding the right solution, while maintaining a professional and helpful approach.
• Able to work collaboratively as part of a supportive team and manage multiple tasks effectively.
• Eligible to work in the UK.

Benefits: 

• Annual salary of up to £28,500 depending on experience.
• 25 days holiday, pension, and life insurance.
• Training opportunities, including classroom training and a buddy scheme to provide support throughout your career with us.
• Progression opportunities.
• Gallagher supports and funds industry qualifications such as the Chartered Insurance Institute Certificate.
• Employee referral scheme.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)