Gallagher
Insurance Sales Account Executive
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Company Description
Gallagher is a global insurance brokerage, risk management, and consulting firm that supports clients in protecting assets, addressing risk, and recovering from losses. Its products and services help businesses and institutions operate securely while enabling individuals and families to plan for the future with confidence.
Gallagher’s offerings include:
- Retail and wholesale property and casualty brokerage
- Alternative risk transfer solutions
- Employee benefits consulting
- Actuarial services
The firm also provides:
- Claims and information management
- Risk control and appraisal services
- Human resources consulting
- Retirement services
Gallagher maintains an active global presence and connects with communities and clients through multiple social media channels.
Role Description
The Insurance Sales Account Executive is a full-time, on-site role based in Llantrisant, South Wales. This position is responsible for managing commercial clients, identifying coverage needs, and recommending suitable insurance solutions. Day-to-day tasks include:
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- Prospecting and qualifying new business opportunities
- Preparing quotations and proposals
- Negotiating terms with insurers
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The role involves:
- Maintaining strong client relationships through regular reviews
- Writing new business and ongoing support
- Collaborating with internal teams such as underwriting, claims, and risk management
The Account Executive is also expected to:
- Meet sales targets
- Maintain accurate documentation in CRM systems
- Stay informed about industry trends, regulatory requirements, and Gallagher products and services
Qualifications
- Strong sales, negotiation, and business development skills, with a proven ability to meet or exceed targets.
- Client relationship management and customer service skills, including the ability to build trust and communicate complex information clearly.
- Knowledge of insurance products, coverage structures, and risk management principles; experience in brokerage or financial services is highly beneficial.
- Organizational and time-management skills, with the ability to manage multiple accounts, renewals, and deadlines.
- Professional communication skills, both written and verbal, with proficiency in preparing proposals and presentations.
- Comfort working with digital tools and CRM systems; competency in standard office software (e.g., Excel, Word, PowerPoint).
- Relevant professional certifications or progress toward industry qualifications (e.g., CII or equivalent) are an advantage.
- Ability to work collaboratively in an on-site team environment in the United Kingdom and comply with applicable regulatory and ethical standards.
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