Personal Lines Account Manager
Arthur J. Gallagher & Co., Plano, TX, United States
Gallagher Job Opportunity
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. 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... We value inclusion and diversity. 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.
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. 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... We value inclusion and diversity. 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.