Account Manager, Personal Lines

Introduction

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.

The Account Manager is responsible for account support at the direction of senior team members. The Account Manager provides customer service by handling the day‑to‑day operations of clients’ insurance need and works with various team members to deliver proper insurance and risk management services for clients.

• You have strong critical thinking skills and focus on accuracy
• You enjoy supporting a team and have strong customer service skills

You have great communication skills (verbal & written)

If this sounds like you, we invite you to keep reading and apply!

Please note that the duties below can vary based on the workflow of your local office.

• Maintains accurate client information to provide day‑to‑day client support and address intermediate‑level client inquiries while delivering exceptional customer care.
• Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.

• Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results.
• Ensures accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
• Reviews all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.
• Monitor renewal premium increases for remarketing based on the agency’s retention strategies.
• Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.

• Leverages technical knowledge to ensure carrier quotes are received in a timely fashion;
  Reviews quotes for gaps and assists with inquiries from the carrier.
• Attend training and seek self‑directed learning to continue education in industry and technical knowledge.

Other duties as assigned.

• 2-5 years of related experience and/or trainingpreferred
• Property and Casualty License
• Working knowledge of available personal lines coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in‑person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of…