Commercial Account Manager

Overview

We are looking for a Commercial Account Manager who is responsible for the day-to-day, account management of Gallagher’s relationships with assigned clients as their primary role.

You will lead client service teams to identify and meet client needs and thereby retain and grow a profitable book of business.

Through service, pricing, consultation, and reporting, you will promote the value Gallagher delivers to clients. How you'll make an impact The Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty clients.

With the producer, this position manages the clients exposure to risk and coordinates services for the development, retention and rounding of accounts.

Typically assigned to the largest and / or most complex clients. May assist in preparing RFP responses. Typically reports to a department manager.

Primary Responsibilities : Functions independently to inform and educate, answer questions, resolve issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.

Provides exceptional customer service for assigned accounts, including correspondence, communication and meetings with customers, producers and insurance carriers.

Independently, or in partnership with producer(s) and marketing, manages new / renewal business strategy including the coordination of roles and the obtaining of information.

Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.

Maintains accurate and up-to-date data in agency management system according to agency workflows. Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows.

Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Inputs transactions to generate billing invoices.

Ensures that policies are delivered and / or mailed to client in a timely manner. Coordinates clients’ needs with the support team regarding the issuance of binders, certificates and evidence of property.

Pursues prompt client payment in coordination with the producer. Requests cancellations from the carrier according to agency workflows.

Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.

Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

Maintains current knowledge of industry trends, new product information, legislation, coverages and technology. Provides guidance and direction to account associates and less experienced account managers as needed.

Overtime work, as needed. Other duties as assigned. About You Required : Bachelor's degree with 5+ years client service and / or claims management experience -OR- High School degree / GED with 10+ years client service and / or claims management experience.

1+ years supervisory experience. P&C License Preferred : Previous insurance knowledge and experience managing client relationships.

Solid financial acumen. CIC or equivalent designation. Behaviors : 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. #LI-WM1 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve : 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 Other benefits include : 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...