Personal Lines Account Executive

Gallagher•Reading, MA

5d•Hybrid

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. 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

Client-first mindset with a passion for building strong, lasting relationships.
Ability to communicate complex insurance concepts in a clear and approachable way.
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.
Proficiency in Microsoft Office.
Appropriate licensing as required.

Nice To Haves

Prior experience in insurance and a proven ability to build and maintain strong client relationships.
Comfort working with numbers and a solid understanding of financial concepts.
Well-versed in personal lines coverages, understand business classifications, and stay informed on industry trends and strategies for client retention.
Excel at identifying challenges and designing effective solutions, with strong communication skills to convey ideas clearly.
Demonstrated leadership by advocating for clients and mentoring junior team members to help them grow.
Highly skilled in Microsoft Office (or similar tools) and can create polished spreadsheets and presentations with ease.
Experienced with agency management software and can quickly learn new systems and processes.

Responsibilities

Manage a personal lines book of middle market accounts - standard home, auto, and umbrella policies.
Serve as the go-to advisor for 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 the production team to lead the renewal process, delivering timely and high-quality outcomes that exceed client expectations.
Secure existing business and identify opportunities to expand coverage and services.
Analyze data and industry trends to craft strategic client service plans and reports that add value and build trust.
Help clients stay ahead of risks.
Foster long-term relationships and client satisfaction through a proactive approach.

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