Account Manager, Personal Lines

Gallagher • Lake Mary, FL

4d

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?
Build meaningful relationships with clients while providing them with impactful solutions
High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
Opportunity for upward mobility and advancement opportunities across AssuredPartners!

Requirements

• 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.
• Property & casualty license (FL 2-20).
• Proficiency in Microsoft Office.
• Appropriate licensing as required.
• 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.

Nice To Haves

• Previous insurance knowledge and experience managing client relationships.
• Solid financial acumen.

Responsibilities

• 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.
• 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.
• 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

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