Account Manager, Personal Lines

Account Manager, Personal Lines at Gallagher summary:

Responsible for managing personal lines insurance client relationships by handling day-to-day service, policy transactions, renewals, endorsements, and carrier communications. Ensures accurate account records, conducts coverage reviews and gap analyses, monitors receivables and cancellations, and assists in securing carrier quotes and documentation. Requires relevant licensing, client-service experience, and proficiency with technology and Microsoft Office, with opportunities for advancement and training.

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.

Overview

AssuredPartners 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.

Why this Role?

• Build meaningful relationships with clients while providing them with impactful solutions
• High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
  
• Opportunity for upward mobility and advancement opportunities across AssuredPartners!

How you'll make an impact

• Client Support
  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Account Management
  • Maintain files with proper records according to company procedures. Follow company procedures to achieve positive audit results.
  • Ensure 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.
  • Review 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.
  • Secure documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
• Insurance Expertise
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review 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

About You

Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. Producer's License. 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. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation and benefits

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 business/practice area, supply/demand, and scheduled hours. 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, depending on your job level these benefits may improve:

• 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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Keywords:

personal lines insurance, account manager, policy renewals, client service, coverage review, insurance brokerage, producer license, endorsements, carrier relations