Senior Account Executive, Personal Lines

GallagherPort Chester, NY
Onsite

About The Position

At Gallagher, the company helps clients face risk with confidence, believing that protected businesses are free to grow, lead, and innovate. The role is supported by a digital ecosystem, including client-centric consulting tools and advanced data and analytics for risk assessment. The culture is grounded in teamwork, integrity, and a commitment to doing the right thing, valuing curiosity and new ideas, and empowering employees to take ownership of their careers. The Branch Client Service Manager III is responsible for delivering high-quality and efficient service to internal and external clients through day-to-day account management of an assigned group of accounts within a Branch, aiming to meet or exceed CSO revenue benchmark expectations. This role contributes to client retention, satisfaction, enhancing AJG's value, achieving operating/margin targets, and fostering continuous improvement. The manager successfully and profitably manages accounts, builds client relationships, leads the renewal process with the Production team, secures existing business, drives additional sales, and cultivates relationships with client buyers and representatives. The 'Client Service Manager III' title is determined by factors such as total revenue under management, complexity, and strategic accounts.

Requirements

  • Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
  • 1+ years supervisory experience.
  • Appropriate licensing as required.

Nice To Haves

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

Responsibilities

  • Delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations.
  • Directly contributing 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.
  • Successfully and profitably managing an assigned group of accounts.
  • Building and solidifying relationships with existing clients by providing exceptional ongoing care.
  • Taking a leadership role in the renewal process, in partnership with the Production team, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
  • Securing existing business and driving the sale of additional services and lines of coverage.
  • Cultivating relationships with the buyer in the client organization as well as with day-to-day client representatives and buyer.
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