Account Manager, Personal Lines
Gallagher is a company focused on helping clients face risk with confidence. They are looking for a Personal Lines Client Service Manager to provide exceptional service, assist clients with their insurance needs, and maintain accurate client data while collaborating with the team to drive business growth.
Responsibilities
- Helping clients navigate their insurance needs with confidence
- Providing personalized service
- Answering questions about policies, endorsements, and claims
- Offering solutions to meet clients' needs
- Discussing auto, homeowners, or umbrella policies
- Maintaining accurate client and policy data
- Using Gallagher’s technology to streamline processes
- Collaborating with the team to secure existing business
- Driving the sale of additional services
- Managing multiple priorities
Skills
- Bachelor's degree with 0+ years client service and/or claims management experience OR High School degree/GED with 3+ years client service and/or claims management experience
- Active Producer's license
- Strong written and verbal communication skills
- Proficient in using technology as a tool to maximize productivity and quality
- 3+ years of prior experience providing client-facing customer service
- Bilingual and speaks Spanish
- Currently licensed in Property and Casualty
- Working knowledge of software including Microsoft Office, Applied Epic, and Salesforce
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...
- The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
Company Overview