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Consumer Solutions Account Manager

4 months ago

Nacogdoches, United States Gallagher Full time

About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

**Responsibilities**:
**Primary Function**:The Consumer Solutions Account Manager II is responsible for the delivery of exceptional service to our personal lines property and casualty clients. This individual assists the senior servicing staff and/or sales professional in managing the client’s exposure to risk and coordinates services for the development, retention and rounding of accounts. Typically reports to a department manager. Typically assigned to mid-sized or moderately complex clients.

**Primary Responsibilities**:

- Generally 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 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.
- 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 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.

Qualifications:
**Required**: Bachelor's degree wit 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.

**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.

Additional Information:
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