Personal Lines Account Executive

Introduction

At Gallagher we help clients face risk with confidence. You’ll be backed by a digital ecosystem that makes it easier to meet clients where they want to be met. Advanced data and analytics provide a comprehensive overview of the risk landscape. Here you’re not just improving clients’ risk profiles—you’re building trust in a culture grounded in teamwork, integrity, and a commitment to do the right thing.

Assured Partners is a leading insurance brokerage that delivers more than insurance expertise. Our teams provide the highest level of service, tailored solutions, and forward‑thinking risk management strategies that truly set us apart.

• The Person al Lines Account Executive delivers high‑quality and efficient service to high‑new‑worth clients through day‑to‑day account management of an assigned group of accounts.
• Contributes to key business outcomes such as client retention, client satisfaction, and achieving operating/margin targets.
• Successfully and profitably manages an assigned group of accounts.
• Leads the renewal process, ensuring best‑possible solutions are delivered to clients in a high‑quality and timely manner.
• Secures existing business and drives the sale of additional services and lines of coverage.
• Conducts periodic audits to ensure compliance standards and service levels are met.
• Owns all audit, review, and claims processes for assigned book of business.
• Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to client needs.
• Forecasts industry trends to predict needed changes in client strategies.
• Reviews changes in carrier offerings and policies and relays information to the larger service team and directly to clients.
• Facilitates and collaborates with the account team on the agency’s renewal strategy.
• Creates complex risk‑management strategies for accounts and other team members to attract and retain large client accounts.
• Partners with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.

Required: Bachelor’s degree with 3+ years client service and/or claims management experience – OR – High School degree/GED with 8+ years client service and/or claims management experience. P&C License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortable engaging others in consultative discussion. Effectively manages/balances multiple and competing priorities. Works in a self‑directed manner.

We offer a competitive and comprehensive compensation package. 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:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(k) and Roth options
• Tax‑advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more…

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. All persons are entitled to equal employment opportunity and prohibited from discrimination based on protected characteristics. Reasonable accommodations are provided to qualified persons with disabilities.