Account Coordinator, Commercial Lines

Gallagher • Lake Mary, FL

2d

About The Position

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? High visibility to Senior Leadership – work alongside both Client Services and Agency Leadership who prioritize your learning and development. Opportunity for upward movement on our client services teams! Learn the ropes of Commercial Lines and what it takes to successfully support the Sales and Service Teams within this line of business.

Requirements

• High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Exceptional organizational skills
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.

Nice To Haves

• Associate's degree, professional certification, or equivalent training and experience preferred.
• Previous experience managing client relationships.

Responsibilities

• Support clients in creating correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other written communications, as well as provide administrative support when needed.
• Help to manage accounts by entering client information into agency management system, auditing client data, processing change requests, preparing notices of cancellations & reinstatements, and various other administrative tasks.
• Actively engage in learning by studying insurance industry trends and seeking out self-directed learning to increase insurance knowledge.
• Maintain carrier updates and bulletins.

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees