Account Coordinator, Commercial Lines
About The Position
Our Account Coordinator will work with and learn from experts in the insurance industry to build an exciting career while helping the world prepare for the unexpected. As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in developing their career in the insurance industry. Opportunity awaits you with us! 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.
- 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
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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
