Account Manager - Personal Lines

Overview

Job Summary 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. The Ideal Candidate 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! How you'll make an impact Essential Duties and Responsibilities Please note that the duties below can vary based on the workflow of your local office. Client Support 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. Account Management 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. Insurance Expertise 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. About You Qualifications 2-5 years of related experience and/or training preferred 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 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.