Associate Account Manager, Commercial Lines

Gallagher • Richfield, WI

3d

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 Assocate Account Manager assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
The Ideal Candidate
You enjoy problem solving with great, customer-service minded solutions
Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
You have great communication skills (verbal & written) and are dependable to get the job done
If this sounds like you, we invite you to keep reading and apply!

Requirements

• High School diploma/equivalent plus 1 year Insurance experience.
• Proficiency in Microsoft Office and basic math skills.
• P&C Insurance Licnese
• Exceptional organizational skills
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.

Nice To Haves

• Associate's degree, professional certification, or equivalent training and experience preferred.
• Previous experience managing client relationships.

Responsibilities

• Enters accurate client information into system applications.
• Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
• Creates correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Process final audits and sent to insured.
• Updates lost business spreadsheet
• Issues certificate of insurance and evidences of property.
• Prepares policies, renewals, and other documents for delivery to insured.
• Rates lines of coverage as needed.
• Updates driver/equipment vehicles schedules and makes MVR requests if required.
• 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
• Education Level: High school or GED