Senior Account Manager

GallagherWalnut Creek, CA
10d

About The Position

Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients.

Requirements

  • 7+ years of related Construction insurance brokerage experience
  • Proficient with Microsoft Excel, Word, PowerPoint, Outlook and EPIC
  • College degree preferred, high school diploma or equivalent required
  • Exceptional communication skills, both verbal and written
  • Broker’s license required to be obtained during onboarding period
  • Required to obtain the applicable insurance license(s) within 90 days of date of hire
  • Valid Driver’s license and reliable transportation required

Nice To Haves

  • Previous supervisory, training and/or formal mentoring experience desirable

Responsibilities

  • Develop and cultivate long-term strategic relationships with a portfolio of clients
  • Support relationship management efforts of Account Executives and Client Relationship Directors
  • Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients
  • Work side by side with AE to proactively manage clients’ insurance needs; included but not limited to – contract review, marketing, new and renewal proposals and client presentations
  • Handle complex and detailed issues in a clear, efficient and effective manner; take responsibility for problem solving to conclusion
  • Demonstrate strong expertise in presentations to clients; assure thoroughness, accuracy and ability to answer questions or concerns through well-developed communication skills
  • Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives
  • Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
  • Deliver client service in the absence of an Account Executive
  • Support execution of client account strategy
  • Manage contract reviews and effectively explain and clarify details with client verbally and/or in writing

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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