Gallagher · 11 hours ago
Account Coordinator
Rancho Cordova, CA
Full-time
Onsite
Entry Level
$50K/yr - $60K/yr
1+ years expGallagher is a leading insurance brokerage and consulting firm, and they are seeking an Account Coordinator to provide client administrative services for their Property & Casualty book of business. The role involves managing client needs, supporting account executives, and ensuring compliance with administrative tasks.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Process certificates of insurance
Provide Auto proof of coverage
Distribute coverage endorsements
Manage renewal application process, including collection of payroll and employee data
Facilitate stand-alone policy renewals
Issue and monitor invoices to prevent late fees
Maintain and provide customer support for online resource center and Learning Management Systems (P&C Bridge, KSS/KSC/KSP)
Prepare annual program summary materials
Attend client meetings, as needed
Develop and maintain client relationships
Be accessible for phone inquiries
Coordinate meeting process, (prepare and distribute agendas, packets and minutes
Verify meeting quorums
Maintain calendar, policies, contracts and websites if applicable
Prepare, distribute and maintain JPA documents
Manage compliance documents (Form 700 and Secretary of State Filings)
Assist with client educational workshops
Attend Board meetings and workshops as needed
Coordinate virtual meetings, conference and travel arrangements, client dinners and/or meetings
Process expense reports and other clerical duties as needed
Provide Receptionist coverage (as assigned depending upon branch office)
Maintain client data platforms (Salesforce)
Collaborate with team members to create Power Point presentations, spreadsheets, and other documents (including printing and binding)
Maintain and update client files (hard copy and electronic)
Other duties as assigned
Qualification
Required
High School diploma/equivalent plus 1 year directly applicable experience
Proficiency in Microsoft Office
Basic math skills
Preferred
Minimum of two (2) years administrative experience
Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire)
Excellent written and verbal communication skills
Must be organized and detail oriented
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
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase