Account Manager
Job description
Original text imported from Reed
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
We are looking to recruit an Account Manager to join our team in the Birmingham Office. You will be responsible for servicing accounts for our clients within the renewals lifecycle process, including but not limited to renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.
You will have experience of working as an Account Manager (ideally dealing with Mid-Corporate and Corporate manufacturing/construction clients and be able to demonstrate a good understanding of excellent customer service, skills of negotiation, broking and market awareness. You will ensure standards of service to clients are in accordance to those laid down by the company along with FCA regulatory rules and guidelines.
How you'll make an impact
- Assist in renewal process, preparation of submission and the gathering of information
- Obtain renewal terms for clients and identify potential alternative quotations before producing presentations for account executives to discuss with clients
- Prepare documentation for existing clients in relation to renewals and mid-term adjustments in partnership with colleagues
- Follow up on quotations and lend support to Account Executives
- Prepare risk presentations, obtain quotations from appropriate markets and compare cover options,
- Ensure all client details are recorded accurately and entered onto system in a timely fashion
- Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
- Assist in the PRISM process as directed by Account Executives / Broking Manager
- Deal with Insurer queries in relation to client policies
- Assist with client queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
- Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
- Check and deliver policy documentation from Insurers to client
- Manage accounts enquiries and liaise with Account Department to resolve queries
- Deal with account queries and credit control matters, ensuring they are resolved efficiently, and any concerns are raised
- Deal with general account queries, and ensure that they are resolved efficiently
About You
- Holding/working towards one of the Chartered Insurance Institute Qualification: ACII / Dip CII / Cert CII
- Educated to GCSE standard or equivalent
- Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
- Demonstrable previous experience within Account Manager role
- Evidence of effectively prioritising work
- Evidence of having worked to targets within a regulated, measurable framework and achieved SLA’s.
- Due diligence in administration and policy checks/processes
- Excellent client service focus
- Able to identify potential risks/issues and seek advice/consultation when required
- Good communication and interpersonal skills
- Excellent planning and analytical skills
- Accuracy and attention to detail
- MS office proficiency
- Eligible to work in the UK
- Flexibility to attend client meetings when required (face to face or via Teams)
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 communKey skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your insurance broking and renewal administration experience prominently in your Personal Statement, as the advert lists these as core daily responsibilities.
📊 Quantify your client portfolio: e.g. "Managed renewals for 80+ mid-corporate accounts, achieving 95% retention rate across manufacturing and construction sectors."
🎯 Explicitly reference FCA regulatory compliance in your CV skills section — the advert calls this out as a mandatory standard you must uphold.
🏭 Tailor your work history to emphasise any manufacturing or construction client experience, as the advert specifically names these sectors as ideal background.
🤝 Mention PRISM or equivalent insurance management systems by name in your technical skills, as the advert references the PRISM process as a specific operational tool.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed renewal administration for a portfolio of 65 mid-corporate manufacturing and construction accounts, achieving a 93% retention rate across a 12-month period.
- •Prepared and submitted risk presentations to 8 insurer markets per renewal cycle, securing average premium savings of 7% against expiring terms through structured underwriter negotiation.
- •Ensured 100% FCA-compliant processing of mid-term adjustments and policy documentation for 40+ active accounts, reducing outstanding document chasers by 30% within one quarter.
Free to copy — tailoring requires a 30-sec CV upload.
Your cover letter is ready
We've drafted a cover letter for Appcast Enterprise. Preview the opening, then unlock the full personalised version.
Letter preview — tailored to Appcast Enterprise
Dear Hiring Manager,
Gallagher's reputation for client-centric broking and its structured renewals framework make the Account Manager role in Birmingham a natural next step for me. Having built hands-on experience in renewal administration, underwriter negotiation, and FCA-compliant policy processing, I am confident I can service mid-corporate accounts to the high standards Gallagher sets.
My background in commercial insurance broking includes managing the full renewals lifecycle for manufacturing and construction clients, preparing risk presentations for senior account executives, and negotiating competitive premiums across Lloyd's and company markets. I have consistently maintained accurate client records within broking management systems and supported account teams in resolving insurer queries within agreed service timescales.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk us through your end-to-end process for managing a commercial insurance renewal from submission to binding.
- ›How do you prepare a risk presentation for an underwriter when dealing with a mid-corporate manufacturing client?
- ›What steps do you take to ensure FCA regulatory compliance when processing policy adjustments?
- ›How have you used insurance management systems such as PRISM to maintain accurate client records?
- ›Describe how you compare quotations from multiple insurers to identify the most suitable cover option for a client.
Behavioural
- ›Tell me about a time you successfully negotiated a premium reduction with an underwriter on behalf of a client.
- ›Describe a situation where you had to manage a complex client query relating to an existing policy under tight time pressure.
- ›Give an example of when you identified a potential alternative quotation that delivered better value for a client than their incumbent insurer.
- ›Tell me about a time you had to collaborate closely with an Account Executive to prepare documentation for a renewal meeting.
- ›Describe a situation where you had to balance multiple account renewals simultaneously and how you prioritised your workload.
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you successfully negotiated a premium reduction with an underwriter on behalf of a client.
Describe a situation where you had to manage a complex client query relating to an existing policy under tight time pressure.
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