Senior Commercial Account Manager - Gallagher

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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 Function:  The Senior Commercial Lines Account Manager (CSM III) is responsible for the delivery of exceptional service to our commercial property and casualty clients.  With the sales professionals, 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. 

Primary Responsibilities:

• Functions independently to inform and educate, answer questions, resolve issues, and make 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, sales professionals and insurance carriers.
• Independently, or in partnership with sales professional(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 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.  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.
• Regular and reliable attendance required
• Overtime work, as needed.

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. Appropriate licensing as required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

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 Hereto 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.