Account Manager, Personal Lines

Gallagher•Lowell, MA

41d

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. 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 Manager to join our growing team in Lowell, MA! Our Account Manager will work closely with our Account Executives to build an exciting career while helping our 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.

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.
Producer's License.
Proficiency in Microsoft Office.
Appropriate licensing as required.

Nice To Haves

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

Responsibilities

Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc.
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
Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews 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.
Actively engage in learning by studying insurance industry trends and seeking out self-directed learning to increase insurance knowledge.
Maintain carrier updates and bulletins.
Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results.
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