Account Manager - Personal Lines jobs in United States
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Gallagher · 1 day ago

Account Manager - Personal Lines

Gallagher is a company dedicated to helping clients manage risk effectively. The Account Manager is responsible for providing customer service and handling the day-to-day operations of clients' insurance needs while fostering strong business relationships and ensuring accurate account management.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

Responsibilities

Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships
Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results
Ensures accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies
Reviews all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner
Monitor renewal premium increases for remarketing based on the agency’s retention strategies
Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders
Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier
Attend training and seek self-directed learning to continue education in industry and technical knowledge
Other duties as assigned

Qualification

PropertyCasualty LicenseAgency Management softwareClient service skillsPersonal lines coveragesMicrosoft Office proficiencyCritical thinkingCommunication skillsProblem solving skills

Required

2-5 years of related experience and/or training preferred
Property and Casualty License
Working knowledge of available personal lines coverages based on business and industry
Proficient in providing client service through electronic, telephone, and in-person interaction
Problem solving skills; strong written and verbal communication skills
Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

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
And more...

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.

H1B Sponsorship

Gallagher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Company data provided by crunchbase