Account Coordinator, Personal Lines
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. Our Personal Lines Team is seeking a Personal Lines Account Coordinator to join our growing team in Denver, CO! Our Account Coordinator will work with and learn from our Account Executives to build an exciting career while helping our High Net Worth clients prepare for the unexpected. Accountable for delivering high quality and efficient service to both internal and external clients by assisting with the overall workflow processes and providing routine client support. Contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc.
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.
- Other duties as assigned.
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
