Overview
In this role you will manage a portfolio of charity clients, delivering tailored commercial insurance solutions. You will work within Gallagher’s Charities team in Birmingham to build strong client relationships, assess needs, and handle documents for new business, mid-term changes, and renewals. You’ll negotiate renewal terms with insurers and ensure compliant, accurate service across all client interactions. The position partners with a collaborative, client-focused culture and offers opportunities to develop professional qualifications and industry expertise. You will contribute to meaningful outcomes for charities through trusted guidance and proactive account management.
Pay / Benefits
- Competitive compensation
- Comprehensive benefits programs
- Career development opportunities
- Collaborative, people-first culture
- Global reach with local impact
- Flexible working arrangements
Responsibilities
- Own and manage a portfolio of charity clients
- Prepare documents for new business, mid-term adjustments, and renewals
- Explore renewal terms and negotiate with insurers
- Provide solutions that meet client needs
- Attend virtual client meetings
- Respond to account queries and ensure regulatory compliance
Key requirements
- Experience in commercial insurance
- Experience in charity sector preferred
- Strong client relationship management
- Ability to explain complex issues clearly and concisely
- Strong organisational skills
- Proficiency in Acturis and MS Office
- Committed to achieving Cert CII and working towards Dip CII
- Client-focused
- Clear communicator
- Organised and deadline-driven
- Collaborative
- Acturis
- MS Office
…
