Job Description
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Primary Responsibilities:
- With supervision, informs and educates, answers questions, resolves issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients’ coverages
- Provides, directly or indirectly, the necessary customer service for assigned accounts, including correspondence and communication with customers, sales professionals and insurance carriers.
- Partners with sales professional(s) and marketing on 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 the 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 clients 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 sales professional.
- Develops positive client relationships by being a point of contact for assigned clients and by maintaining open lines of communication. May travel to the client's site as necessary.
- 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.
- Regular and reliable attendance required
- Overtime work, as needed
- Other duties as assigned.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. CISR 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.
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...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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