personal lines account manager

Cross Insurance Agency - Driscoll Agency

Personal Lines Account Manager &ndash; Lewiston, MainePersonal Lines Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters and other professionals.The successful Personal Lines Account Manager candidate will be reliable, detail-oriented, have good time management skills, be able to multi-task &amp; prioritize, be a self-starter/be able to work independently and also be able to collaborate well in a team environment.Duties of an Account Manager include but are not limited to:<ul><li>Maintain a Property &amp; Casualty license and keep up with Continuing Education.</li><li>Understand and follow the Cross Basic Procedure Manual.</li><li>Understand and follow the Personal Lines Workflow Manual, using only approved Action Codes in AMS 360.</li><li>Follow up and complete open Suspense items daily.</li><li>Establish &amp; maintain good working relationships with company personnel (teammates, underwriters, marketing representatives and carrier service &amp; claims representatives).</li><li>Provide quality customer service to existing and prospective clients by discussing coverage needs, generating quotes and processing policy changes as needed.</li><li>Develop new business from existing accounts and assigned leads to contribute to meeting departmental production goals and individual sales goals.</li><li>Proactively retain accounts.</li><li>Stay up-to-date on new insurance products and market/industry trends.</li><li>An ability to understand and analyze insurance coverages and policy forms.</li><li>Strong written, oral and phone communication skills.</li><li>Organize, set and maintain priorities.</li><li>Have a working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.</li><li>Collect payment information, upload payments to various company websites &amp; record activity notes in AMS360.</li><li>Submit loss notices to carriers and follow up for claim acknowledgements.</li><li>Follow up on any &lsquo;Broker of Record&rsquo; letters within your assigned book of business.</li><li>Perform other duties as assigned.</li></ul>Qualifications:<ul><li>High school diploma or equivalent. Higher education or certifications are a plus.</li><li>Prior insurance office or account management experience preferred.</li><li>Must hold your Maine Property &amp; Casualty Producer Resident License, or be willing to obtain it within three months.</li></ul>Position Details:<ul><li>The Personal Lines Account Manager position is a full-time, Monday through Friday position in our Lewiston, Maine office.</li><li>In-office work primarily; occasional remote work may be available under certain circumstances for the well-qualified Account Manager.</li></ul>Compensation: The base hourly rate for this role is $19.00 &ndash;$21.00. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.Pay: $19.00 - $21.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Personal Lines Account Manager (JR1213)

HUB International

<div>Great opportunity to start a career in the insurance industry!
Are you a bright, outgoing, people-oriented person? If so, this is the career for you. At HUB, we value education and continuous learning and are excited to assist you along your career development path.
As an Account Manager, you will provide exceptional service to personal lines clients by marketing insurance coverages, conducting coverage reviews, and ensuring policy accuracy. You will also maintain client relationships, stay informed on carrier offerings, and contribute to client retention through dedicated support.
What makes us different than all the rest?
Our Vision: To be everywhere risk exists &ndash; today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:<ul><li>
Entrepreneurship: We encourage innovation and educated risk-taking.</li><li>
Integrity: We do the right thing every time.</li><li>
Teamwork: We work together to maximize results.</li><li>
Accountability: We measure and take responsibility for outcomes.</li><li>
Service: We serve customers, communities and colleagues.</li></ul>
We are the perfect fit if you:<ul><li>
Are seeking a progressive work environment at a rapidly growing organization</li><li>
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business</li><li>
Are focused on learning and development to enhance your industry knowledge and expertise</li><li>
Are a self-starter willing to invest time and energy to learn the technical aspects of our business</li><li>
Believe in integrity and building success by developing relationships with others</li></ul>
Your job responsibilities as an Account Manager:<ul><li>
Gather marketing data for new and renewal quotes in collaboration with clients and sales executives.</li><li>
Obtain and review quotes from carriers, preparing detailed coverage analyses.</li><li>
Utilize carrier systems for quotes, loss runs, billing information, and policy documents.</li><li>
Broaden your industry knowledge through continuing education opportunities.</li><li>
Follow HUB&rsquo;s Broker Standards policies and procedures.</li><li>
Additional duties as assigned.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree or equivalent experience preferred.</li><li>
Previous insurance experience and familiarity with Epic or similar insurance software is a plus.</li><li>
State property and casualty insurance license, or the ability to obtain one, is required.</li><li>
Strong communication, interpersonal, multitasking, and organizational skills.</li><li>
Detail-oriented with the ability to manage confidential information responsibly.</li><li>
Proficient in Microsoft Word, Outlook, Excel, PowerPoint, or similar professional software.</li></ul>
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600+ offices across North America.
What we offer you:<ul><li>
A rewarding career helping local businesses in the community</li><li>
Rewards for top performers</li><li>
Medical/dental/vision/life insurance</li><li>
Paid Parental Leave</li><li>
Health Savings Account</li><li>
401k matching program</li><li>
Voluntary insurance options</li><li>
Life and disability Plans</li><li>
A work/life balance because that&rsquo;s important for all of us</li><li>
Opportunity to learn from the expertise of your coworkers</li><li>
Growth- HUB is growing, and so can your career</li><li>
Ability to be part of a motivated, winning team</li></ul>
The expected salary range for this position is $44,000 to $65,000 and will be impacted by factors such as the successful candidate&rsquo;s skills, experience and working location, as well as the specific position&rsquo;s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
Department Account Management &amp; Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.</div>

Personal Lines Account Manager

Marsh McLennan

<div><h2 class="jobSectionHeader">Company:
</h2>Marsh McLennan Agency
<h2 class="jobSectionHeader">Description:
</h2>SENIOR ACCOUNT MANAGER
DEPARTMENT: PERSONAL LINES
STATUS: NON-EXEMPT
EMPLOYEE TYPE: FULL TIME
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. More than 9,000 of the industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency.
Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health &amp; benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Senior Account Manager on the Personal Lines team, you&rsquo;ll be responsible for the following:
This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client&rsquo;s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The Senior Account Manager (SAM) should have experience in all areas of Personal Lines insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOP&rsquo;s).
Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:
<ul><li>Know the underwriting and rating procedure for all types of personal lines policies.
</li><li>Quote new business and renewal options to every client to include:
<ul><li>Higher limits of liability
</li><li>Higher deductible options
</li><li>Earthquake coverage
</li><li>Earthquake deductible buy back coverage
</li><li>Flood coverage
</li><li>Excess flood coverage
</li><li>Increased mold coverage
</li><li>Identity theft coverage
</li><li>Umbrella or excess liability/excess uninsured/underinsured coverage
</li><li>Employment practices liability/board of directors and officers coverage
</li><li>Inland marine coverage
</li><li>Guaranteed replacement cost
</li><li>Equipment breakdown coverage
</li><li>Enhanced auto coverages
</li></ul></li><li>Prepare proposals and applications, submit them to insured&rsquo;s and carriers, obtain client&rsquo;s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.
 </li><li>Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
</li><li>Immediately update Summary of Insurance for existing clients.
</li><li>Remarket accounts as directed and follow up with AE or Producer
</li><li>Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
</li><li>Handle cancellations timely by checking carrier websites or NOC&rsquo;s received via scan, fax or email, legally saving all accounts possible with adherence to E&amp;O guidelines.
</li><li>Prepare and check policies based on SOP&rsquo;s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.
</li><li>Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.
</li></ul>These additional qualifications are a plus, but not required to apply:
<ul><li>College Degree preferred (high school diploma is required)
</li><li>Current California Department of Insurance License
</li><li>2-4 years of experience
</li><li>Proficient MS Office Suite (Word, Excel, Outlook)
</li><li>Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman&rsquo;s Fund
</li></ul>We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Work environment &amp; physical demands.
<ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
</li></ul><ul><li>Work is performed in a typical interior/office work environment.
</li></ul>Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We&rsquo;ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
<ul><li>Generous time off
</li><li>Tuition reimbursement and professional development opportunities
</li><li>Charitable contribution match programs
</li><li>Stock purchase opportunities
</li></ul>To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://www.flipsnack.com/BB9CD8DD75E/limitless-opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
<ul><li>https://www.instagram.com/lifeatmma/
</li><li>https://www.facebook.com/LifeatMMA
</li><li>https://twitter.com/LifeatMMA
</li><li>https://www.linkedin.com/company/marsh-mclennan-agency/
</li></ul>The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-DNI
#LI-remote
#LI-hybrid
#LI-onsite
The applicable base salary range for this role is $54,700 to $101,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div>

Senior Account Manager - Personal Lines Insurance

Gallagher

<div>Introduction 
<div>
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they&rsquo;re free to grow, lead, and innovate. You&rsquo;ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you&rsquo;re not just improving clients' risk profiles, you&rsquo;re building trust. You&rsquo;ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you&rsquo;re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.</div><div> 
</div> 
Overview<div> 
We are seeking a Personal Lines Account Manager to join our growing team. We are looking for someone who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate with our team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide. This position that involves managing a book of personal lines accounts that is based in Woodland Hills, California.</div> 
 
How you'll make an impact 
<ul><li>
Answering client phone and email inquiries related to insurance billing, coverage, pricing, claims, cancellations, endorsements, inspections, documentation requests, issues, concerns, etc.</li><li>
Maintains complete and accurate client and policy data and documents within Gallagher and affiliated carrier systems.</li><li>
Supports Gallagher growth initiatives by contributing to key business outcomes such as client satisfaction, client retention and is also responsible for the overall customer experience.</li><li>
Fostering a culture of performance and continuous improvement.</li><li>
Delivers consistent, high quality client service as defined by AJG operational standards and practices.</li><li>
Supports the business priorities of the Personal Lines team within Gallagher Global Brokerage.</li><li>
Successfully operates in a team environment to manage a group of accounts with relatively simple servicing needs.
</li><li>Builds rapport quickly with clients in an effort to identify needs in a clear, confident and friendly manner.</li><li>
Leverages systems, services and resources to execute work in an effective and efficient manner.</li><li>
Comfortably engages others in a consultative business oriented discussion.</li><li>
Basic understanding of professional and industry standards/practices.</li><li>
Ability to learn and adapt to new systems, processes and skills quickly.</li><li>
Effectively manages/balances multiple and sometimes competing priorities.</li></ul>
 
About You<div> 
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. Proficiency in Microsoft Office. Appropriate licensing as required.</div><div> 
Preferred: Previous experience managing client relationships. Insurance knowledge. Personal Lines experience preferred.
 
 
Behaviors: Works effectively in a team environment. Consistently delivers high quality work in a timely manner. Builds rapport quickly with external clients. Effectively balances a strong client focus with maximizing operational efficiency. Quickly determines critical issues, detail oriented. Solves problems quickly and focus solutions on the root cause.</div><div></div><div> 
#LI-TW1</div> 
 
Compensation and benefits 
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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&rsquo;ll get, depending on your job level these benefits may improve:
<ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div>
Other benefits include:</div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div>
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</div><div></div><div> 
We value inclusion and diversity</div>
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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&rsquo; 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 &ldquo;protected characteristics&rdquo;) 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.</div>

Personal Lines Manager

<div>Introduction 
<div>
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they&rsquo;re free to grow, lead, and innovate. You&rsquo;ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you&rsquo;re not just improving clients' risk profiles, you&rsquo;re building trust. You&rsquo;ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you&rsquo;re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.</div><div> 
</div> 
How you'll make an impact<div> 
The Client Service Manager I is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts that vary in size and have relatively simple to moderately complex needs. The total revenue associated with the group of accounts is typically less than CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's 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. Builds and solidifies relationships with existing clients by providing exceptional ongoing care. 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 &amp; timely manner. Secures existing business and drives the sale of additional services and lines of coverage. Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers. Supports one or more Producers and/or Account Executives and is the first line of contact when the Producer or Account Executive is not available. Coordinates appropriate resources to address the client's risk management needs.</div> 
 
About You<div> 
Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. Producer's License. Proficiency in Microsoft Office. 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.</div> 
 
Compensation and benefits 
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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&rsquo;ll get, depending on your job level these benefits may improve:
<ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div>
Other benefits include:</div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div>
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</div><div></div><div> 
We value inclusion and diversity</div>
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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&rsquo; 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 &ldquo;protected characteristics&rdquo;) 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.</div>

Account Manager, Personal Lines

<div>Introduction 
<div>
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they&rsquo;re free to grow, lead, and innovate. You&rsquo;ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you&rsquo;re not just improving clients' risk profiles, you&rsquo;re building trust. You&rsquo;ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you&rsquo;re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.</div><div> 
</div> 
How you'll make an impact 
<ul><li>
Client Support<ul><li>
Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.</li><li>
Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.</li></ul></li><li>
Account Management<ul><li>
Maintain files with proper records according to company procedures. Follow company procedures to achieve positive audit results.</li><li>
Ensure accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.</li><li>
Review all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.</li><li>
Monitor renewal premium increases for remarketing based on the agency&rsquo;s retention strategies.</li><li>
Secure documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.</li></ul></li><li>
Insurance Expertise<ul><li>
Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.</li><li>
Attend training and seek self-directed learning to continue education in industry and technical knowledge.</li></ul></li><li>
Other duties as assigned</li></ul>
 
About You 
<ul><li>
Required: Bachelor's degree; no experience required or High School degree/GED with 3+ years client service and/or claims management experience. Willingness to obtain Property and Casualty license within 90 days of employment.</li><li>
Preferred: 2-5 years of related experience and/or training preferred.</li><li>
Behaviors: Good verbal and written communication skills.</li></ul>
 
Compensation and benefits 
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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&rsquo;ll get, depending on your job level these benefits may improve:
<ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div>
Other benefits include:</div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div>
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</div><div></div><div> 
We value inclusion and diversity</div>
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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&rsquo; 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 &ldquo;protected characteristics&rdquo;) 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.</div>

Leavitt Group

<div>Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
Prepare the applications for the submission with underwriting information provided by the Producer.<ul><li>
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks</li><li>
Work with the service staff to meet timeline (deadlines)</li><li>
Work with assigned Account Executive on marketing procedures with discussed selected markets</li><li>
Follow up with Markets for quotations</li><li>
Create the proposal under the direction of the Account Executive</li><li>
Create Proposal booklets</li><li>
Check for any discrepancy&rsquo;s b/w submission/quotation/proposal</li><li>
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive</li><li>
Work with Producer to provide binders of insurance/Get client sign off</li><li>
Certificate issuance</li><li>
Check policies with submission/quotation/proposal</li><li>
Invoice</li><li>
Check endorsements against Account Executive requests</li><li>
Issue auto ID Cards</li></ul>
Requirements:<ul><li>
3-5 years experience with working a small commercial lines book of business.</li></ul><ul><li>Active Property &amp;Casualty license</li><li>Must have strong computer software and in using Microsoft Office i.e. Excel, Word</li></ul><ul><li>
Must have strong oral and written communication skills</li><li>
Must have experience with carrier rating software</li><li>
Experience with the AMS 360 is highly preferred</li></ul>
Benefits<ul><li>
In office / hybrid
</li><li>Paid License renewal and continuing education</li><li>
Attractive Benefits package, including 401k</li><li>
Health Plan, Vision, Dental, FSA, &amp; Life Insurance</li><li>
Paid time off (vacation &amp; sick time)</li><li>
Wellness program</li></ul>
As a national agency broker company, Leavitt Group is in over 250 locations across 28 states.
We are always looking for talented individuals who want to further their career and grow with us.
#LI-DM1</div>

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