Account Representative, Commercial Lines
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. The Account Representative is responsible for providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business (this is not a direct sales role). In addition, the Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients. The Ideal Candidate You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders Taking initiative to get work done is just how you operate You are a team player and want to work with a great group of people If this sounds like you, we invite you to keep reading and apply!
Requirements
- High school diploma required. Minimum of 1 year related experience required.
- Appropriately licensed and/or certified in all states in which claims are being handled. Able to operate a computer; knowledge of MS Office applications, and related claims and business software.
- Knowledge of claims investigation and settlement procedures and applicable state laws and industry standards required.
- Solid analytical skills necessary to make decisions and resolve issues inherent in handling claims.
- Able to plan and organize activities and workload and respond to multiple demands. Good verbal and written communications skills
- Solid analytical skills necessary to make decisions and resolve issues inherent in handling claims. Able to plan and organize activities and workload and respond to multiple demands. Good verbal and written communications skills.
Responsibilities
- Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
- Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.
- Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.
- Prepares Renewal Questionnaire for clients including follow up on responses received.
- Reconciles accounting discrepancies. Follows up on aged trial balances. Involves Producer when necessary.
- Secures Lost Policy Releases and follows through to policy cancellation.
- 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
