Apply on Employer Site

Gallagher Re · 3 months ago

Account Executive, Personal Lines

Reading, Massachusetts

Full-time

Onsite

Mid Level

3+ years exp

Gallagher is a leading insurance brokerage that prides itself on delivering more than insurance expertise. The Personal Lines Account Executive position is responsible for managing high net worth client accounts, ensuring client satisfaction, and driving business outcomes through effective account management and proactive risk strategies.

ConsultingInsuranceRisk Management

Responsibilities

The Personal Lines Account Executive is accountable for delivering high quality and efficient service to high new worth clients through the day-to-day account management of an assigned group of accounts

The Personal Lines Account Executive directly contributes to key business outcomes such as client retention, client satisfaction, enhancing value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement

Successfully and profitably manages an assigned group of accounts

In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner

Secures existing business and drives the sale of additional services and lines of coverage

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner

Conduct periodic audits to ensure compliance standards and service levels are met

Own all audit, review and claims processes for assigned book of business

Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation

Skilled at forecasting industry trends to predict needed changes in client strategies

Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business

Facilitate and collaborate with account team on the agency’s renewal strategy

Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts

Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency

Qualification

Client service experienceProducer's LicenseMicrosoft Office proficiencyInsurance knowledgeAgency management softwareProblem solving skillsLeadership skillsCommunication skills

Required

Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience

Producer's License

Ability to travel up to 25% of the time

Proficiency in Microsoft Office

Appropriate licensing as required

Preferred

Previous insurance knowledge and experience managing client relationships

Solid financial acumen

Comprehensive knowledge of available personal lines coverages based on business classification, as well as informed on industry trends and client retention strategies

Highly developed problem solving and solution-design skills; strong written and verbal communication skills

Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees

Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

Skilled in use of agency management software with the ability to quickly learn new systems and processes