Account Representative, Commercial Lines
Arthur J Gallagher & Co, Lafayette, California, United States, 94549
Join Gallagher's Global Brokerage Team
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Account Representative Role
The Account Representative is responsible for providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business (this is not a direct sales role). In addition, the Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients. Ideal Candidate
You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders. Taking initiative to get work done is just how you operate. You are a team player and want to work with a great group of people. How You'll Make an Impact
Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner. Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items. Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders. Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed. Prepares Renewal Questionnaire for clients including follow up on responses received. Reconciles accounting discrepancies. Follows up on aged trial balances. Involves Producer when necessary. Secures Lost Policy Releases and follows through to policy cancellation. Other duties as assigned. Travel is expected to be 10% in this role. Compensation
The target salary range for this position is $70,000 to $90,000 (US Dollar) annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. About You
Required: High school diploma required. Minimum of 1 year related experience required. Appropriately licensed and/or certified in all states in which claims are being handled. Able to operate a computer; knowledge of MS Office applications, and related claims and business software. Knowledge of claims investigation and settlement procedures and applicable state laws and industry standards required. Solid analytical skills necessary to make decisions and resolve issues inherent in handling claims. Able to plan and organize activities and workload and respond to multiple demands. Good verbal and written communications skills. 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.
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Account Representative Role
The Account Representative is responsible for providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business (this is not a direct sales role). In addition, the Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients. Ideal Candidate
You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders. Taking initiative to get work done is just how you operate. You are a team player and want to work with a great group of people. How You'll Make an Impact
Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner. Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items. Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders. Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed. Prepares Renewal Questionnaire for clients including follow up on responses received. Reconciles accounting discrepancies. Follows up on aged trial balances. Involves Producer when necessary. Secures Lost Policy Releases and follows through to policy cancellation. Other duties as assigned. Travel is expected to be 10% in this role. Compensation
The target salary range for this position is $70,000 to $90,000 (US Dollar) annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. About You
Required: High school diploma required. Minimum of 1 year related experience required. Appropriately licensed and/or certified in all states in which claims are being handled. Able to operate a computer; knowledge of MS Office applications, and related claims and business software. Knowledge of claims investigation and settlement procedures and applicable state laws and industry standards required. Solid analytical skills necessary to make decisions and resolve issues inherent in handling claims. Able to plan and organize activities and workload and respond to multiple demands. Good verbal and written communications skills. 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.