Account Representative- Personal Lines

Gallagher • Cincinnati, OH

11d • Remote

About The Position

The Account Representative in Personal Lines delivers responsive, high-quality client support while developing the skills to become a trusted partner. The role involves identifying client needs, guiding decisions, and contributing to strong client relationships. It supports Gallagher’s Cincinnati zone and uses digital tools to streamline service and improve performance.

Requirements

• Bring 1–2 years of customer service, insurance, or related experience, or the drive to gain it quickly.
• Hold a P&C license.
• Communicate clearly and explain coverage and next steps in a client-friendly way.
• Stay organized and detail-oriented to ensure accuracy across tasks and priorities.
• Demonstrate a client-first mindset, building trust through responsiveness and professionalism.
• Solve problems proactively and handle inquiries with care and timely resolution.
• Adapt quickly to new systems and digital tools.
• Show coachability and flexibility while growing into greater responsibility.
• Exhibit curiosity, accountability, and a strong drive to develop into a consultative professional.

Responsibilities

• Serve as a trusted contact within a pooled model, providing responsive and accurate support across Personal Lines needs.
• Manage inbound and outbound interactions across channels with clear, efficient, relationship-focused communication.
• Handle billing inquiries, guide payments and resolutions, and coordinate timely outcomes.
• Process policy changes, endorsements, cancellations, and renewals accurately and in compliance with requirements.
• Explain coverage, exclusions, and options in clear, client-friendly terms.
• Support claims by guiding clients through next steps and setting clear expectations.
• Take a proactive, consultative approach to identify needs and strengthen coverage solutions.
• Resolve standard requests independently and escalate complex cases as needed.
• Use digital tools to provide faster, more streamlined service.
• Build trust through consistent, high-quality interactions that support client retention.

Benefits

• Competitive compensation.
• Comprehensive benefits programs designed to support well-being.
• Career development opportunities and ongoing learning.
• A collaborative, people-first culture with accessible leadership.
• The opportunity to do meaningful work with global reach and local impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed