Senior Account Manager, Personal Lines

Senior Account Manager

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.

Job Summary

The Senior Account Manager is responsible for providing comprehensive account support to a client or group of clients, with limited direction from senior team members. The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

The Ideal Candidate

You enjoy working autonomously with some guidance from more senior experts

You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support

You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow

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

Essential Duties and Responsibilities

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

• Client Support
• May be first point of contact on some accounts; supports in delivering service to book of business including writing new business and designing insurance / risk management plans.
• Provides renewal and proposal documents for delivery to clients.
• Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
• Account Management
• Reviews renewals and proposes changes needed under direction and guidance of senior team members
• Support in claim review and other risk analysis tasks.
• Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing.
• Processes or oversees process of change requests / endorsements, binders, account summaries, proposals, policies, lost policy releases, evidence of properties, and account balance status as needed.
• Insurance Expertise
• May be responsible for analyzing market trends and advising clients on changes to policies.
• Proficient in working knowledge of renewal processes and considerations.
• May be responsible for assisting Producers with marketing campaigns
• Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
• Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
• Leadership
• Provides mentoring and guidance to more junior team members, such as Account Coordinators.

About You

Qualifications

4-8 years of related experience and / or training preferred; experience as responsible person for all levels of account service to a particular client or set of clients

Property and Casualty License

Working knowledge of available personal lines coverages based on business and industry

Demonstrated problem solving and solution-design skills; strong written and verbal communication skills

Proficient at rapid prioritization and time management

Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

Proficient in use of agency management software; able to quickly learn new systems

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...

Inclusion and Diversity

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.