Account Coordinator Personal Lines
About The Position
The Account Coordinator assists in processing work associated with insurance accounts, such as issuing evidence of property, premium and non-bearing policy changes, rating, data entry, renewal preparation, entering policy information and quoting, and other tasks by performing the following duties. The Account Coordinator is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Service Associate I 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. Supporting the business priorities of Production team members and the Client Service function. Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc. Assists with the Branch's overall workflow processes. Creates documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, 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.
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
