Account Executive Senior/Lead

77420 Requisition #

Job Purpose:

This is a non-regulated corporate pension and employee benefits advisory support role

• Provide timely and accurate support for Lead Consultants in all aspects of their work with corporate clients, which will involve regular client contact and administration team liaison

• Assume responsibility for day to day account management for a portfolio of corporate clients by providing high quality service and consultancy to an agreed budget

• Provide a professional high quality service to all clients, colleagues and other third parties to not only meet but to exceed client expectations

• Client portfolio will range from multi-national companies, global retailers, financial sectors etc.


Key Accountabilities/Deliverables:

• Supporting the lead consultant in every aspect of day to day account management for a client portfolio. Anticipating and responding to the on-going and future needs and objectives of clients, with a prompt and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service

• Maintain and develop strong relationships with both new and existing corporate clients

• Supporting the business to achieve and exceed revenue targets, through retention of existing clients and organic growth opportunities

• Assisting with pension market reviews including issuing and collating tender responses, arranging and attending beauty parade (if required) and assisting with the implementation of workplace pension schemes

• Provide pension Governance duties by way of arranging meetings with governance committee members, preparation and distribution of agenda and governance packs, attending and actively participating in the client meeting, typing up meeting notes to distribute and follow up on action points

• Manage action points from meetings / matters arising

• Assisting with employee 1:1’s and onsite employee presentations including taking employee questions

• Preparing employer and employee facing communications with regards to their workplace pension scheme and employee benefits

• Ensuring clients comply with their Automatic Enrolment duties including diary management of cyclical re-enrolment and certification.

• Support with guidance and implementation of salary exchange including updating project plan and drafting employer and employee facing documents

• Provide support with scheme member queries

• Demonstrates good level and up to date technical employee benefits knowledge at all times, advising clients as required

• Develop effective internal and 3rd party relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken

• Preparation of PowerPoint client presentations

• Assisting lead consultants in monitoring income to ensure financial control over the budget achieved, including obtaining sign off for any additional services agreed by the client

• Effective time management ensuring all client deadlines and service levels are met

• Carry out duties in line with internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher’s shared values, including putting clients at the heart of our business Plus any additional duties and responsibilities that may reasonably be expected to be undertaken in accordance with the role



• Undertaking or obtained relevant professional qualifications such as those relevant to the CII or Pensions Management

• Evidence of Continuing Professional Development (CPD) as required to maintain and enhance knowledge and skills 

• Group Risk and/or Healthcare industry qualifications (i.e. CII GR1/IF7) (Desirable)

• Strong technical knowledge of Corporate DC pensions and a desired good level of knowledge of Group Risk and Healthcare through appropriate industry exams and CPD including products, markets, the required regulatory standards and their relevance to corporate clients. This aspect will be developed with training over time

• Maintains industry, sector and technical knowledge

• Developing core consulting skills around communication, questioning, listening, report writing and presenting

• IT literate – Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases

• Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers

• Demonstrable experience within similar role in Financial Services, or Financial Services administration

• Good customer service and relationship building skills

• Strong verbal and written communication skills at all levels, both internally and externally

• Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks

• High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation 

• Eligibility to work in the UK


What we offer you:

We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team.  Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.

We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group.  By welcoming and encouraging diverse opinions and backgrounds within our organisation, we will have a healthier, more innovative and ultimately more profitable business.

If this sounds like somewhere you’d like to join, we’d love to hear from you. If you require flexibility for a role you are applying for, give us a call to chat through the options.


About Us:

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our benefits and HR consulting team, you’ll help our clients - employers of all sizes, across all industries - build workplaces that work better.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.

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