Personal Lines Account Executive

Gallagher • Jefferson City, MO

7h

About The Position

The Account Executive provides advanced client support, including comprehensive account management for a book of business, from proposal through evaluation of risk and industry changes. The position requires a significant degree of independent judgment and discretion and is responsible for developing others through formal and informal leadership and mentoring. In accordance with the seniority of the role, the Account Executive possess advanced product, carrier, and underwriting knowledge and remains informed of industry changes in these areas.

Requirements

• Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.
• Producer's License.
• Ability to travel up to 25% of the time.
• Proficiency in Microsoft Office.
• Appropriate licensing as required.

Nice To Haves

• Previous insurance knowledge and experience managing client relationships.
• Solid financial acumen.
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.
• Comfortably engages others in consultative discussion.
• Effectively manages/balances multiple and sometimes competing priorities.
• Works in a self-directed manner.

Responsibilities

• Leads meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations
• Responsible for providing comprehensive client support and acts as main client contact for book of business.
• Effectively manages difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
• Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management.
• Owns all audit, review and claims processes for assigned book of business.
• Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Manages and develops strong personal relationships with appropriate insurance carrier personnel.
• Skilled at forecasting industry trends to predict needed changes in client strategies
• Reviews changes in carrier offerings and policies and relays information to the larger service team and directly to clients, in addition to cross selling other lines of business.
• Mentors or leads the work of more junior team members
• Facilitates and collaborates with account team on the agency’s renewal strategy
• Creates complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
• Partners with industry and carrier experts to deliver strategy and solution options to clients and the broader agency
• Other duties as assigned.
• Some travel may be required

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: Mid Level