Personal Lines Account Executive

Gallagher•Richardson, TX

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. Overview AssuredPartners is a leading insurance brokerage that prides itself on delivering more than insurance expertise. Our teams provide the highest level of service, tailored solutions, and forward-thinking risk management strategies that truly set us apart. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry. As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service. How you'll make an impact The Personal Lines Account Executive is accountable for delivering high quality and efficient service to high new worth clients through the day-to-day account management of an assigned group of accounts. The Personal Lines Account Executive directly contributes to key business outcomes such as client retention, client satisfaction, enhancing value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Successfully and profitably manages an assigned group of accounts. In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Secures existing business and drives the sale of additional services and lines of coverage. Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Conduct periodic audits to ensure compliance standards and service levels are met. Own all audit, review and claims processes for assigned book of business. Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation. Skilled at forecasting industry trends to predict needed changes in client strategies. Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business. Facilitate and collaborate with account team on the agency’s renewal strategy. Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts. Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.

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.
P&C License.
Ability to travel up to 25% of the time.
Proficiency in Microsoft Office.
Appropriate licensing as required.
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.

Nice To Haves

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

Responsibilities

Successfully and profitably manages an assigned group of accounts.
In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
Secures existing business and drives the sale of additional services and lines of coverage.
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.
Conduct periodic audits to ensure compliance standards and service levels are met.
Own all audit, review and claims processes for assigned book of business.
Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
Skilled at forecasting industry trends to predict needed changes in client strategies.
Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business.
Facilitate and collaborate with account team on the agency’s renewal strategy.
Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.

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