Personal Lines Account Executive
About The Position
As part of our team in conjunction with Gallagher, you’ll join a global leader in insurance brokerage, where integrity, collaboration, and innovation are at the heart of everything we do. This is your opportunity to make a meaningful impact, working alongside talented professionals who are passionate about protecting what matters most to our clients. This role is based in one of our Massachusetts offices: Reading, Cambridge, or Natick. This position involves managing a personal lines book of middle market accounts - standard home, auto, and umbrella policies. Here, you’ll find a supportive environment that values your growth, celebrates your achievements, and empowers you to thrive.
Requirements
- A client-first mindset with a passion for building strong, lasting relationships.
- The ability to communicate complex insurance concepts in a clear and approachable way.
- A proactive approach to problem-solving and a commitment to delivering results.
- 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
- Insurance Expertise: You have prior experience in insurance and a proven ability to build and maintain strong client relationships.
- Financial Savvy: You’re comfortable working with numbers and have a solid understanding of financial concepts.
- Industry Knowledge: You’re well-versed in personal lines coverages, understand business classifications, and stay informed on industry trends and strategies for client retention.
- Problem-Solving Skills: You excel at identifying challenges and designing effective solutions, with strong communication skills to convey ideas clearly.
- Leadership and Mentorship: You’ve demonstrated leadership by advocating for clients and mentoring junior team members to help them grow.
- Tech Proficiency: You’re highly skilled in Microsoft Office (or similar tools) and can create polished spreadsheets and presentations with ease.
- Tech Adaptability: You’re experienced with agency management software and can quickly learn new systems and processes.
Responsibilities
- Be the go-to advisor for your clients, helping them navigate their personal insurance needs with confidence.
- Take ownership of a portfolio of accounts, ensuring they receive the highest level of service and customized solutions.
- Work closely with our production team, you’ll lead the renewal process, delivering timely and high-quality outcomes that exceed client expectations.
- Play a key role in securing existing business and identifying opportunities to expand coverage and services.
- Analyze data and industry trends, you’ll craft strategic client service plans and reports that add value and build trust.
- Help clients stay ahead of risks, while your proactive approach will foster long-term relationships and client satisfaction.
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
Mid Level
