Account Manager, Personal Lines

Gallagher • Dubuque, IA

6d

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.

How you'll make an impact

Client Support
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.
Account Management
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.
Insurance Expertise
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

Requirements

• Bachelor's degree; no experience required or High School degree/GED with 3+ years client service and/or claims management experience.
• Willingness to obtain Property and Casualty license within 90 days of employment.
• Good verbal and written communication skills.

Nice To Haves

• 2-5 years of related experience and/or training preferred.

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