Commercial Lines Senior Account Executive

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.

Assured Partners is a leading insurance brokerage that prides itself on delivering 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. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry.

As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service.

Client Support

• Leads meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and acts as main client contact for book of business.
• Effectively manages difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.

Account Management

• Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management.
• 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 the needs of the client and circumstances of the presentation.

Insurance Expertise

• Manages and develops strong personal relationships with appropriate insurance carrier personnel.
• Skilled at forecasting industry trends to predict needed changes in client strategies.
• Reviews changes in carrier offerings and policies and relays information to the larger service team.

Leadership

• Mentors or formally directs the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitates and collaborates with account team on the agency’s renewal strategy.

Client 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.
• Conducts book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Other duties as assigned.
• Some travel may be required.

Required: Bachelor's degree with 7+ years client service and/or claims management experience. Must hold appropriate licensing as required and be able to travel up to 50% of the time. Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships essential. Must possess strong written and verbal communication skills.

Preferred: Insurance knowledge. P&C experience preferred, as well as solid financial acumen.

Behaviors: Is willing to go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher. Ability to develop professional relationships with internal and external stakeholders. Demonstrates composure, stamina and resilience under pressure. Ability to work collaboratively…